Position in COHU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,034
+$606 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#330
of 349 holders
Holding Since
Dec 2025
3 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, 2026TD Capital Management LLC holds $104,673 across 8 Semiconductor Equipment & Materials names. COHU ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
33 | $65,651 | |
| 2 | LRCX |
Lam Research Corp
|
25 | $10,833 | |
| 3 | Q |
Qnity Electronics, Inc.
|
60 | $9,798 | |
| 4 | FORM |
Formfactor Inc
|
60 | $9,595 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
76 | $6,553 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
6 | $1,136 | |
| 7 | COHU |
Cohu Inc
This page
|
14 | $1,034 | |
| 8 | AMAT |
Applied Materials Inc /De
|
0 | $73 |
All Filings in COHU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,034 | 14 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $428 | 14 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $325 | 14 | Shares | Sole | 2026-02-26 | |
| No filing history on record for this holder in this stock. | ||||||