Position in COHU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$240,429
New position
Shares Held
3,253
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#246
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, 2026Lighthouse Investment Partners, LLC holds $24,694,958 across 7 Semiconductor Equipment & Materials names. COHU ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
22,698 | $9,835,724 | |
| 2 | AMAT |
Applied Materials Inc /De
|
9,539 | $6,896,697 | |
| 3 | ASML |
Asml Holding NV
|
1,900 | $3,779,935 | |
| 4 | AMBA |
Ambarella Inc
|
23,433 | $2,010,551 | |
| 5 | ONTO |
Onto Innovation Inc.
|
4,252 | $1,609,169 | |
| 6 | VECO |
Veeco Instruments Inc
|
4,254 | $322,453 | |
| 7 | COHU |
Cohu Inc
This page
|
3,253 | $240,429 |
All Filings in COHU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,429 | 3,253 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||