Position in COHU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,095
+$6,723 QoQ
Shares Held
96
+500.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#313
of 349 holders
Holding Since
Dec 2022
11 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Quarry LP holds $1,484,196 across 21 Semiconductor Equipment & Materials names. COHU ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,613 | $698,961 | |
| 2 | TER |
Teradyne, Inc
|
854 | $413,199 | |
| 3 | AMAT |
Applied Materials Inc /De
|
235 | $169,905 | |
| 4 | Q |
Qnity Electronics, Inc.
|
359 | $58,628 | |
| 5 | KLAC |
Kla Corp
|
179 | $54,006 | |
| 6 | ONTO |
Onto Innovation Inc.
|
99 | $37,466 | |
| 7 | ENTG |
Entegris Inc
|
86 | $15,467 | |
| 8 | COHU |
Cohu Inc
This page
|
96 | $7,095 |
All Filings in COHU
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,095 | 96 | Shares | Other | 2026-08-14 | |
| 2025-12-31 | $372 | 16 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $792 | 39 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $16,661 | 866 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $5,545 | 377 | Shares | Other | 2025-05-15 | |
| 2024-09-30 | $11,642 | 453 | Shares | Other | 2024-11-14 | |
| 2023-12-31 | $5,414 | 153 | Shares | Other | 2024-02-20 | |
| 2023-09-30 | $9,161 | 266 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $14,795 | 356 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $2,725 | 71 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $14,134 | 441 | Shares | Other | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||