INCEPTIONR LLC

Position in COHU — Cohu Inc

CIK 1821561 Lafayette, CA

Position in COHU

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$832,078

+$569,512 QoQ

Shares Held

11,258

+31.3% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#182

of 349 holders

Holding Since

Jun 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

INCEPTIONR LLC holds $2,944,113 across 5 Semiconductor Equipment & Materials names. COHU ranks #2 (28.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLIC	Kulicke & Soffa Industries Inc	6,445	$862,083
2	COHU	Cohu Inc This page	11,258	$832,078
3	AMBA	Ambarella Inc	5,465	$468,897
4	TER	Teradyne, Inc	842	$407,393
5	AXTI	Axt Inc	5,184	$373,662

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$832,078	11,258	+31.3%	Shares	Sole	2026-08-11
2026-03-31	$262,566	8,575	-38.3%	Shares	Sole	2026-05-14
2025-12-31	$323,150	13,887	+15.5%	Shares	Sole	2026-02-11
2025-06-30	$231,322	12,023	—	Shares	Sole	2025-08-12
No filing history on record for this holder in this stock.