Position in COHU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,856,921
+$3,478,564 QoQ
Shares Held
65,714
+46.0% QoQ
Ownership
0.139%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#95
of 349 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Derivatives in COHU
reported options exposure · as of Jun 30, 2026CallValue
$7,804,896
CallShares
105,600
PutValue
$650,408
PutShares
8,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026JANE STREET GROUP, LLC holds $2,249,113,515 across 23 Semiconductor Equipment & Materials names. COHU ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,118,602 | $484,723,803 | |
| 2 | Q |
Qnity Electronics, Inc.
|
2,508,359 | $409,640,108 | |
| 3 | AXTI |
Axt Inc
|
3,527,115 | $254,234,448 | |
| 4 | AMAT |
Applied Materials Inc /De
|
348,550 | $252,001,650 | |
| 5 | TER |
Teradyne, Inc
|
518,639 | $250,938,293 | |
| 6 | FORM |
Formfactor Inc
|
1,309,873 | $209,487,988 | |
| 7 | CAMT |
Camtek Ltd
|
895,030 | $145,997,293 | |
| 8 | AEHR |
Aehr Test Systems
|
753,523 | $72,383,418 |
All Filings in COHU
Export CSV
34 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,804,896 | 105,600 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $650,408 | 8,800 | Put | Defined | 2026-08-14 | |
| 2026-06-30 | $4,856,921 | 65,714 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $979,840 | 32,000 | Call | Defined | 2026-05-12 | |
| 2026-03-31 | $1,378,357 | 45,015 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,748,814 | 118,127 | Shares | Defined | 2026-02-12 | |
| 2025-12-31 | $214,084 | 9,200 | Call | Defined | 2026-02-12 | |
| 2025-09-30 | $2,388,652 | 117,494 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $349,676 | 17,200 | Call | Defined | 2025-11-14 | |
| 2025-06-30 | $510,263 | 26,521 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,392,933 | 162,674 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $202,705 | 7,592 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,706,787 | 66,412 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $1,745,826 | 52,744 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $718,727 | 21,564 | Shares | Defined | 2024-05-16 | |
| 2023-12-31 | $1,190,979 | 33,653 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $740,046 | 21,488 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $676,347 | 16,274 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $573,738 | 14,945 | Shares | Defined | 2023-05-16 | |
| 2022-12-31 | $500,011 | 15,601 | Shares | Defined | 2023-02-15 | |
| 2022-06-30 | $504,106 | 18,166 | Shares | Defined | 2022-08-16 | |
| 2022-03-31 | $1,071,135 | 36,187 | Shares | Defined | 2022-05-17 | |
| 2022-03-31 | $1,041,920 | 35,200 | Put | Defined | 2022-05-17 | |
| 2022-03-31 | $1,083,360 | 36,600 | Call | Defined | 2022-05-17 | |
| 2021-12-31 | $598,013 | 15,700 | Call | Defined | 2022-02-15 | |
| 2021-12-31 | $2,121,613 | 55,700 | Put | Defined | 2022-02-15 | |
| 2021-12-31 | $2,312,748 | 60,718 | Shares | Defined | 2022-02-15 | |
| 2021-09-30 | $2,318,844 | 72,600 | Call | Defined | 2021-11-16 | |
| 2021-09-30 | $2,133,592 | 66,800 | Put | Defined | 2021-11-16 | |
| 2021-09-30 | $1,676,338 | 52,484 | Shares | Defined | 2021-11-16 | |
| 2021-06-30 | $1,026,441 | 27,900 | Put | Defined | 2021-08-16 | |
| 2021-06-30 | $1,110,947 | 30,197 | Shares | Defined | 2021-08-16 | |
| 2021-06-30 | $757,874 | 20,600 | Call | Defined | 2021-08-16 | |
| 2021-03-31 | $380,492 | 9,094 | Shares | Defined | 2021-05-18 | |
| No filing history on record for this holder in this stock. | ||||||