Position in COHU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,730,486
+$13,649,399 QoQ
Shares Held
212,833
+213.2% QoQ
Ownership
0.450%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#53
of 349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Derivatives in COHU
reported options exposure · as of Jun 30, 2026CallValue
$946,048
CallShares
12,800
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026BARCLAYS PLC holds $8,422,966,340 across 28 Semiconductor Equipment & Materials names. COHU ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
5,764,785 | $2,498,054,282 | |
| 2 | AMAT |
Applied Materials Inc /De
|
3,443,414 | $2,489,588,322 | |
| 3 | KLAC |
Kla Corp
|
6,017,932 | $1,815,670,260 | |
| 4 | TER |
Teradyne, Inc
|
1,281,018 | $619,807,748 | |
| 5 | ASML |
Asml Holding NV
|
203,240 | $404,333,763 | |
| 6 | ENTG |
Entegris Inc
|
1,277,368 | $229,747,407 | |
| 7 | NVMI |
Nova Ltd.
|
227,131 | $123,318,504 | |
| 8 | Q |
Qnity Electronics, Inc.
|
665,127 | $108,621,889 |
All Filings in COHU
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $946,048 | 12,800 | Call | Defined | 2026-08-14 | |
| 2026-06-30 | $15,730,486 | 212,833 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,081,087 | 67,965 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,856,247 | 79,770 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,462,336 | 71,930 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $1,676,149 | 87,118 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $929,347 | 63,178 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $2,176,664 | 81,523 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $1,994,320 | 77,600 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $595,071 | 17,978 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $1,407,892 | 42,241 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $2,617,337 | 73,957 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $1,112,169 | 32,293 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $1,077,857 | 25,935 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $963,895 | 25,108 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $733,336 | 22,881 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $398,197 | 15,446 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $740,508 | 26,685 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,492,076 | 50,408 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,581,016 | 67,761 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,440,366 | 45,096 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $2,120,612 | 57,641 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $2,832,442 | 67,697 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,894,797 | 49,628 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $925,898 | 53,894 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $987,062 | 56,924 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $615,137 | 49,688 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||