Position in COHU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,241,116
+$2,551,761 QoQ
Shares Held
138,562
-44.8% QoQ
Ownership
0.293%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#64
of 349 holders
Holding Since
Dec 2020
23 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, 2026SEI INVESTMENTS CO holds $2,174,893,042 across 28 Semiconductor Equipment & Materials names. COHU ranks #15 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
261,246 | $519,733,215 | |
| 2 | LRCX |
Lam Research Corp
|
959,938 | $415,969,932 | |
| 3 | AMAT |
Applied Materials Inc /De
|
505,531 | $365,498,913 | |
| 4 | KLAC |
Kla Corp
|
932,992 | $281,493,015 | |
| 5 | FORM |
Formfactor Inc
|
1,343,056 | $214,794,945 | |
| 6 | Q |
Qnity Electronics, Inc.
|
460,195 | $75,154,445 | |
| 7 | TER |
Teradyne, Inc
|
106,113 | $51,341,713 | |
| 8 | ENTG |
Entegris Inc
|
285,406 | $51,333,122 |
All Filings in COHU
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,241,116 | 138,562 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,689,355 | 251,122 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,027,589 | 130,107 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,213,497 | 59,690 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,162,846 | 60,439 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $339,374 | 23,071 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $261,392 | 9,790 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $210,816 | 8,203 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $380,781 | 11,504 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,341,432 | 160,259 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $5,099,698 | 144,100 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,877,564 | 141,625 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,119,609 | 123,186 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,668,321 | 147,651 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $5,384,174 | 167,993 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,905,043 | 267,845 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $9,314,286 | 335,650 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $7,141,325 | 241,261 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $8,227,744 | 216,008 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $6,857,645 | 214,704 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,932,718 | 161,259 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $6,709,335 | 160,357 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $1,088,243 | 28,503 | Shares | Defined | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||