Position in COHU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$84,421,184
+$50,909,707 QoQ
Shares Held
1,142,216
+4.4% QoQ
Ownership
2.41%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#9
of 349 holders
Holding Since
Dec 2020
17 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026TWO SIGMA INVESTMENTS, LP holds $2,573,468,005 across 27 Semiconductor Equipment & Materials names. COHU ranks #10 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
461,505 | $918,136,461 | |
| 2 | Q |
Qnity Electronics, Inc.
|
1,731,805 | $282,821,074 | |
| 3 | ONTO |
Onto Innovation Inc.
|
632,976 | $239,549,767 | |
| 4 | TER |
Teradyne, Inc
|
469,082 | $226,960,634 | |
| 5 | AEHR |
Aehr Test Systems
|
1,164,614 | $111,872,820 | |
| 6 | ENTG |
Entegris Inc
|
551,105 | $99,121,745 | |
| 7 | LRCX |
Lam Research Corp
|
225,152 | $97,565,116 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
1,069,101 | $92,188,579 |
All Filings in COHU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $84,421,184 | 1,142,216 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $33,511,477 | 1,094,431 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $12,610,524 | 541,922 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,236,856 | 60,839 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $440,490 | 29,945 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,456,164 | 54,538 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $440,086 | 17,124 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $1,988,734 | 59,668 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,985,839 | 56,113 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,252,685 | 94,445 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $447,518 | 10,768 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $203,121 | 5,291 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $491,486 | 15,335 | Shares | Sole | 2023-02-14 | |
| 2021-09-30 | $7,639,345 | 239,178 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $14,601,251 | 396,881 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $15,370,760 | 367,370 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,950,387 | 51,084 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||