Palisades Investment Partners, LLC

Position in COHU — Cohu Inc

CIK 1427373 SANTA MONICA, CA

Position in COHU

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$1,017,814

New position

Shares Held

13,771

first reported quarter

Ownership

0.029%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#165

of 349 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 89% Shared 0% None 11%

Technology · as of Jun 30, 2026

Palisades Investment Partners, LLC holds $23,693,829 across 5 Semiconductor Equipment & Materials names. COHU ranks #5 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ICHR	Ichor Holdings, Ltd.	89,720	$10,073,761
2	ONTO	Onto Innovation Inc.	22,666	$8,577,947
3	ASYS	Amtech Systems Inc	102,691	$2,370,108
4	CAMT	Camtek Ltd	10,141	$1,654,199
5	COHU	Cohu Inc This page	13,771	$1,017,814

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,017,814	13,771	—	Shares	Sole	2026-08-04
No filing history on record for this holder in this stock.