Position in COHU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$96,036,657
+$59,993,060 QoQ
Shares Held
1,299,373
+10.4% QoQ
Ownership
2.74%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#7
of 349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026GEODE CAPITAL MANAGEMENT, LLC holds $48,332,018,068 across 30 Semiconductor Equipment & Materials names. COHU ranks #18 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
22,007,983 | $15,911,771,709 | |
| 2 | LRCX |
Lam Research Corp
|
34,506,240 | $14,952,588,978 | |
| 3 | KLAC |
Kla Corp
|
36,488,344 | $11,008,898,267 | |
| 4 | TER |
Teradyne, Inc
|
4,602,292 | $2,226,772,961 | |
| 5 | Q |
Qnity Electronics, Inc.
|
5,594,185 | $913,586,351 | |
| 6 | ONTO |
Onto Innovation Inc.
|
1,433,715 | $542,589,440 | |
| 7 | ENTG |
Entegris Inc
|
2,996,949 | $539,031,246 | |
| 8 | FORM |
Formfactor Inc
|
1,833,001 | $293,151,849 |
All Filings in COHU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $96,036,657 | 1,299,373 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $36,043,597 | 1,177,126 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $25,987,353 | 1,116,775 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $23,648,404 | 1,163,227 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $22,457,081 | 1,167,208 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $16,420,786 | 1,116,301 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $29,574,628 | 1,107,664 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $28,639,925 | 1,114,394 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $36,569,905 | 1,104,831 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $35,630,536 | 1,069,023 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $36,972,003 | 1,044,702 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $34,361,545 | 997,722 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $39,964,719 | 961,615 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $35,989,051 | 937,459 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $29,175,115 | 910,300 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $22,957,115 | 890,501 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $24,441,728 | 880,783 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $25,842,398 | 873,054 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $32,048,011 | 841,376 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $26,542,587 | 831,014 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $30,352,927 | 825,032 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $31,497,277 | 752,803 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $24,846,971 | 650,785 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $10,501,051 | 611,237 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $10,620,975 | 612,513 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $7,365,778 | 594,974 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||