DSM CAPITAL PARTNERS LLC

Position in COHU — Cohu Inc

CIK 1214639 Palm Beach Gardens, FL

Position in COHU

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$330,082

New position

Shares Held

4,466

first reported quarter

Ownership

0.009%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#227

of 349 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

DSM CAPITAL PARTNERS LLC holds $191,622,827 across 5 Semiconductor Equipment & Materials names. COHU ranks #4 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TER	Teradyne, Inc	196,967	$95,300,513
2	ENTG	Entegris Inc	482,799	$86,836,228
3	ASML	Asml Holding NV	4,449	$8,851,018
4	COHU	Cohu Inc This page	4,466	$330,082
5	FORM	Formfactor Inc	1,907	$304,986

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$330,082	4,466	—	Shares	Sole	2026-08-03
No filing history on record for this holder in this stock.