Position in COHU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,055,434
-$244,262 QoQ
Shares Held
14,280
-66.4% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#163
of 349 holders
Holding Since
Dec 2023
7 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, 2026Brevan Howard Capital Management LP holds $55,173,275 across 15 Semiconductor Equipment & Materials names. COHU ranks #8 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMKR |
Amkor Technology, Inc.
|
174,482 | $15,045,582 | |
| 2 | UCTT |
Ultra Clean Holdings, Inc.
|
68,707 | $9,796,931 | |
| 3 | AMAT |
Applied Materials Inc /De
|
9,822 | $7,101,306 | |
| 4 | LRCX |
Lam Research Corp
|
16,077 | $6,966,645 | |
| 5 | TER |
Teradyne, Inc
|
10,348 | $5,006,776 | |
| 6 | KLAC |
Kla Corp
|
9,967 | $3,007,143 | |
| 7 | ONTO |
Onto Innovation Inc.
|
5,400 | $2,043,630 | |
| 8 | COHU |
Cohu Inc
This page
|
14,280 | $1,055,434 |
All Filings in COHU
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,055,434 | 14,280 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,299,696 | 42,446 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $251,432 | 10,805 | Shares | Defined | 2026-02-17 | |
| 2024-12-31 | $419,590 | 15,715 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $228,370 | 8,886 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $263,940 | 7,919 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $275,228 | 7,777 | Shares | Defined | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||