Position in COHU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,234,329
New position
Shares Held
206,120
first reported quarter
Ownership
0.435%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#55
of 349 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Portolan Capital Management, LLC holds $93,876,900 across 6 Semiconductor Equipment & Materials names. COHU ranks #3 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VECO |
Veeco Instruments Inc
|
401,639 | $30,444,236 | |
| 2 | ACMR |
ACM Research, Inc.
|
177,432 | $22,514,346 | |
| 3 | COHU |
Cohu Inc
This page
|
206,120 | $15,234,329 | |
| 4 | ONTO |
Onto Innovation Inc.
|
36,503 | $13,814,560 | |
| 5 | AMBA |
Ambarella Inc
|
97,072 | $8,328,777 | |
| 6 | UCTT |
Ultra Clean Holdings, Inc.
|
24,831 | $3,540,652 |
All Filings in COHU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,234,329 | 206,120 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||