Position in COHU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,488,854
New position
Shares Held
87,794
first reported quarter
Ownership
0.185%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#88
of 347 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, 2026Voleon Capital Management LP holds $149,151,585 across 15 Semiconductor Equipment & Materials names. COHU ranks #7 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
43,986 | $31,801,878 | |
| 2 | ONTO |
Onto Innovation Inc.
|
74,399 | $28,156,301 | |
| 3 | LRCX |
Lam Research Corp
|
49,552 | $21,472,368 | |
| 4 | Q |
Qnity Electronics, Inc.
|
119,920 | $19,584,135 | |
| 5 | ASML |
Asml Holding NV
|
5,737 | $11,413,416 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
39,127 | $7,412,610 | |
| 7 | COHU |
Cohu Inc
This page
|
87,794 | $6,488,854 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
71,913 | $6,201,057 |
All Filings in COHU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,488,854 | 87,794 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||