Position in COHU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$43,926,856
+$22,860,205 QoQ
Shares Held
594,329
-13.6% QoQ
Ownership
1.26%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#25
of 349 holders
Holding Since
Mar 2020
22 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, 2026MILLENNIUM MANAGEMENT LLC holds $1,482,024,171 across 26 Semiconductor Equipment & Materials names. COHU ranks #12 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
696,499 | $301,813,911 | |
| 2 | AMAT |
Applied Materials Inc /De
|
319,450 | $230,962,350 | |
| 3 | Q |
Qnity Electronics, Inc.
|
934,087 | $152,545,747 | |
| 4 | ASML |
Asml Holding NV
|
74,461 | $148,135,684 | |
| 5 | FORM |
Formfactor Inc
|
670,867 | $107,291,759 | |
| 6 | AXTI |
Axt Inc
|
854,322 | $61,579,529 | |
| 7 | ONTO |
Onto Innovation Inc.
|
158,023 | $59,803,804 | |
| 8 | VECO |
Veeco Instruments Inc
|
766,219 | $58,079,400 |
All Filings in COHU
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,926,856 | 594,329 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,066,651 | 688,003 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,401,665 | 232,130 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,210,725 | 354,684 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,233,320 | 168,052 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,742,296 | 118,443 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $546,415 | 20,465 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,197,645 | 46,601 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,403,473 | 42,401 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,573,309 | 107,210 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,349,011 | 66,375 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,070,257 | 60,112 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,691,633 | 64,765 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,230,284 | 32,047 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,562,181 | 48,742 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $238,812 | 8,068 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $997,422 | 31,228 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $6,421,436 | 174,543 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $5,182,469 | 123,864 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $354,043 | 9,273 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $3,262,521 | 188,150 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,233,493 | 99,636 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||