Position in COHU
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$22,136,709
-$9,099,975 QoQ
Shares Held
299,509
-70.6% QoQ
Ownership
0.633%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 349 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FRANKLIN RESOURCES INC holds $12,366,965,290 across 25 Semiconductor Equipment & Materials names. COHU ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
13,065,549 | $5,661,694,340 | |
| 2 | AMAT |
Applied Materials Inc /De
|
3,368,605 | $2,435,501,415 | |
| 3 | KLAC |
Kla Corp
|
5,409,031 | $1,631,958,735 | |
| 4 | ASML |
Asml Holding NV
|
801,824 | $1,595,180,654 | |
| 5 | TER |
Teradyne, Inc
|
726,758 | $351,634,586 | |
| 6 | ONTO |
Onto Innovation Inc.
|
540,583 | $204,583,633 | |
| 7 | NVMI |
Nova Ltd.
|
295,272 | $160,314,976 | |
| 8 | VECO |
Veeco Instruments Inc
|
1,147,664 | $86,992,930 |
All Filings in COHU
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,136,709 | 299,509 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $31,236,684 | 1,020,140 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $4,274,720 | 183,701 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $243,877 | 11,996 | Shares | Defined | 2025-11-13 | |
| 2024-12-31 | $85,206,721 | 3,191,263 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $80,844,284 | 3,145,692 | Shares | Defined | 2024-11-27 | |
| 2024-06-30 | $82,679,297 | 2,497,864 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $80,923,771 | 2,427,956 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $98,477,982 | 2,782,650 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $88,424,595 | 2,567,497 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $94,452,746 | 2,272,684 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $87,667,518 | 2,283,603 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $62,076,809 | 1,936,874 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $36,966,895 | 1,433,937 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $50,056,864 | 1,803,851 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $39,606,990 | 1,338,074 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $46,211,015 | 1,213,206 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||