Position in COHU
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$15,271,284
+$8,871,337 QoQ
Shares Held
206,620
-1.1% QoQ
Ownership
0.436%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#54
of 347 holders
Holding Since
Mar 2020
5 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, 2026Stanley-Laman Group, Ltd. holds $118,632,963 across 7 Semiconductor Equipment & Materials names. COHU ranks #4 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
63,629 | $27,572,354 | |
| 2 | KLAC |
Kla Corp
|
75,444 | $22,762,209 | |
| 3 | ASML |
Asml Holding NV
|
9,077 | $18,058,145 | |
| 4 | COHU |
Cohu Inc
This page
|
206,620 | $15,271,284 | |
| 5 | AMAT |
Applied Materials Inc /De
|
19,689 | $14,235,147 | |
| 6 | ONTO |
Onto Innovation Inc.
|
29,021 | $10,982,997 | |
| 7 | TER |
Teradyne, Inc
|
20,153 | $9,750,827 |
All Filings in COHU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,271,284 | 206,620 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,399,947 | 209,012 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $4,550,122 | 195,536 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,109,331 | 152,943 | Shares | Sole | 2025-10-22 | |
| 2020-03-31 | $413,380 | 33,391 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||