Position in COHU
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$9,694,774
+$3,819,256 QoQ
Shares Held
131,170
-31.6% QoQ
Ownership
0.277%
of shares outstanding
% of Portfolio
1.31%
of 13F equity value
Holder Rank
#66
of 347 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026ESSEX INVESTMENT MANAGEMENT CO LLC holds $27,779,629 across 12 Semiconductor Equipment & Materials names. COHU ranks #1 (34.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COHU |
Cohu Inc
This page
|
131,170 | $9,694,774 | |
| 2 | ASML |
Asml Holding NV
|
3,538 | $7,038,638 | |
| 3 | AMBA |
Ambarella Inc
|
79,997 | $6,863,742 | |
| 4 | ACMR |
ACM Research, Inc.
|
11,770 | $1,493,495 | |
| 5 | ASYS |
Amtech Systems Inc
|
37,761 | $871,523 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
3,350 | $634,657 | |
| 7 | CAMT |
Camtek Ltd
|
2,943 | $480,062 | |
| 8 | TRT |
Trio-Tech International
|
22,115 | $272,456 |
All Filings in COHU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,694,774 | 131,170 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $5,875,518 | 191,885 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $4,387,162 | 188,533 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,920,559 | 192,846 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,823,142 | 146,733 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||