INTRINSIC EDGE CAPITAL MANAGEMENT LLC

Position in COHU — Cohu Inc

CIK 1671754 CHICAGO, IL

Back to COHU Full portfolio

Position in COHU

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$8,573,560

-$3,047,660 QoQ

Shares Held

116,000

-62.0% QoQ

Ownership

0.245%

of shares outstanding

% of Portfolio

1.07%

of 13F equity value

Holder Rank

#70

of 349 holders

Holding Since

Dec 2021

2 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, 2026

INTRINSIC EDGE CAPITAL MANAGEMENT LLC holds $37,378,556 across 4 Semiconductor Equipment & Materials names. COHU ranks #3 (22.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ONTO	Onto Innovation Inc.	40,000	$15,138,000
2	ACMR	ACM Research, Inc.	80,000	$10,151,200
3	COHU	Cohu Inc This page	116,000	$8,573,560
4	AEHR	Aehr Test Systems	36,600	$3,515,796

All Filings in COHU

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2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,573,560	116,000	-62.0%	Shares	Sole	2026-08-12
2021-12-31	$11,621,220	305,099	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.