Position in COHU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$25,080,245
+$15,528,921 QoQ
Shares Held
339,335
+8.8% QoQ
Ownership
0.717%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#38
of 349 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026AQR CAPITAL MANAGEMENT LLC holds $4,806,779,172 across 25 Semiconductor Equipment & Materials names. COHU ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
3,485,364 | $1,510,312,776 | |
| 2 | TER |
Teradyne, Inc
|
2,416,624 | $1,169,259,351 | |
| 3 | AMAT |
Applied Materials Inc /De
|
818,832 | $592,015,536 | |
| 4 | KLAC |
Kla Corp
|
1,946,981 | $587,423,634 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
3,231,546 | $278,656,206 | |
| 6 | ONTO |
Onto Innovation Inc.
|
477,129 | $180,569,467 | |
| 7 | ASML |
Asml Holding NV
|
57,203 | $113,801,929 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
437,326 | $58,496,723 |
All Filings in COHU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,080,245 | 339,335 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $9,551,324 | 311,931 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,965,880 | 170,429 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $2,775,144 | 136,505 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,445,498 | 127,105 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $332,297 | 22,590 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $629,238 | 23,567 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,254,210 | 48,802 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,846,915 | 116,221 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $4,489,083 | 134,686 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $4,714,619 | 133,219 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $3,732,262 | 108,370 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,382,759 | 57,333 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,264,336 | 32,934 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $670,197 | 20,911 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,679,231 | 65,137 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,255,493 | 45,243 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,264,778 | 42,729 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,503,640 | 39,476 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $1,857,566 | 58,158 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,458,502 | 39,644 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $1,551,385 | 37,079 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $272,070 | 7,126 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||