Position in COHU
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$250,185
New position
Shares Held
3,385
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#243
of 349 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026THOROUGHBRED FINANCIAL SERVICES, LLC holds $30,745,301 across 8 Semiconductor Equipment & Materials names. COHU ranks #8 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
23,376 | $10,129,522 | |
| 2 | ASML |
Asml Holding NV
|
4,004 | $7,965,717 | |
| 3 | KLAC |
Kla Corp
|
23,763 | $7,169,534 | |
| 4 | UCTT |
Ultra Clean Holdings, Inc.
|
14,055 | $2,004,102 | |
| 5 | AMAT |
Applied Materials Inc /De
|
2,388 | $1,726,524 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
10,182 | $1,143,234 | |
| 7 | FORM |
Formfactor Inc
|
2,229 | $356,483 | |
| 8 | COHU |
Cohu Inc
This page
|
3,385 | $250,185 |
All Filings in COHU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,185 | 3,385 | Shares | Sole | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||