Position in COHU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,920,712
+$6,325,234 QoQ
Shares Held
107,167
+36.6% QoQ
Ownership
0.226%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#76
of 349 holders
Holding Since
Dec 2020
5 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026LAZARD ASSET MANAGEMENT LLC holds $2,386,279,267 across 19 Semiconductor Equipment & Materials names. COHU ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
|
2,427,234 | $732,320,769 | |
| 2 | ASML |
Asml Holding NV
|
286,185 | $569,347,857 | |
| 3 | AMAT |
Applied Materials Inc /De
|
515,888 | $372,987,024 | |
| 4 | TER |
Teradyne, Inc
|
496,498 | $240,225,592 | |
| 5 | LRCX |
Lam Research Corp
|
553,755 | $239,958,654 | |
| 6 | IPGP |
Ipg Photonics Corp
|
1,427,735 | $167,501,870 | |
| 7 | ONTO |
Onto Innovation Inc.
|
28,428 | $10,758,576 | |
| 8 | KLIC |
Kulicke & Soffa Industries Inc
|
64,312 | $8,602,373 |
All Filings in COHU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,920,712 | 107,167 | Shares | Sole | 2026-08-14 | |
| 2025-09-30 | $1,595,478 | 78,479 | Shares | Sole | 2025-11-14 | |
| 2023-06-30 | $80,958 | 1,948 | Shares | Sole | 2023-08-15 | |
| 2022-09-30 | $53,905 | 2,091 | Shares | Sole | 2022-11-14 | |
| 2020-12-31 | $38,027 | 996 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||