Position in COHU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$23,271,671
+$22,336,755 QoQ
Shares Held
314,865
+896.9% QoQ
Ownership
0.665%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#42
of 349 holders
Holding Since
Jun 2021
5 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026JENNISON ASSOCIATES LLC holds $3,574,908,785 across 9 Semiconductor Equipment & Materials names. COHU ranks #6 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
3,526,442 | $1,528,113,111 | |
| 2 | KLAC |
Kla Corp
|
4,886,998 | $1,474,456,165 | |
| 3 | ONTO |
Onto Innovation Inc.
|
594,166 | $224,862,121 | |
| 4 | ASML |
Asml Holding NV
|
92,700 | $184,421,078 | |
| 5 | AMAT |
Applied Materials Inc /De
|
165,784 | $119,861,832 | |
| 6 | COHU |
Cohu Inc
This page
|
314,865 | $23,271,671 | |
| 7 | ENTG |
Entegris Inc
|
100,630 | $18,099,311 | |
| 8 | FORM |
Formfactor Inc
|
5,898 | $943,267 |
All Filings in COHU
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,271,671 | 314,865 | Shares | Defined | 2026-08-03 | |
| 2022-03-31 | $934,916 | 31,585 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $1,320,846 | 34,677 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $1,290,120 | 40,392 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $793,376 | 21,565 | Shares | Defined | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||