Position in COHU
as of Jun 30, 2026
· filed Aug 24, 2026
Position Value
$40,542,073
+$26,026,111 QoQ
Shares Held
548,533
+15.7% QoQ
Ownership
1.16%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#28
of 349 holders
Holding Since
Jun 2021
19 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, 2026First Eagle Investment Management, LLC holds $610,070,609 across 10 Semiconductor Equipment & Materials names. COHU ranks #3 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IPGP |
Ipg Photonics Corp
|
3,338,881 | $391,717,518 | |
| 2 | UCTT |
Ultra Clean Holdings, Inc.
|
347,930 | $49,611,337 | |
| 3 | COHU |
Cohu Inc
This page
|
548,533 | $40,542,073 | |
| 4 | VECO |
Veeco Instruments Inc
|
463,853 | $35,160,056 | |
| 5 | ONTO |
Onto Innovation Inc.
|
79,294 | $30,008,813 | |
| 6 | ASYS |
Amtech Systems Inc
|
848,426 | $19,581,671 | |
| 7 | FORM |
Formfactor Inc
|
106,137 | $16,974,490 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
71,925 | $13,626,191 |
All Filings in COHU
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,542,073 | 548,533 | Shares | Sole | 2026-08-24 | |
| 2026-03-31 | $14,515,962 | 474,068 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,762,722 | 247,646 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $5,044,808 | 248,146 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,950,491 | 205,327 | Shares | Sole | 2025-08-06 | |
| 2024-09-30 | $5,628,325 | 219,001 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,047,023 | 212,901 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,367,629 | 221,051 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,562,772 | 213,698 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,318,052 | 154,415 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,459,296 | 155,421 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $5,429,152 | 141,421 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $4,449,213 | 138,821 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $4,056,122 | 157,336 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,544,674 | 127,736 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,227,814 | 75,264 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,223,260 | 32,115 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $457,221 | 14,315 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $85,168 | 2,315 | Shares | Sole | 2021-08-11 | |
| No filing history on record for this holder in this stock. | ||||||