Position in COHU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$9,257,077
+$3,790,031 QoQ
Shares Held
125,248
-29.9% QoQ
Ownership
0.265%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Derivatives in COHU
reported options exposure · as of Jun 30, 2023CallValue
$0
CallShares
0
PutValue
$24,936
PutShares
600
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, 2026WELLS FARGO & COMPANY/MN holds $7,964,846,561 across 29 Semiconductor Equipment & Materials names. COHU ranks #15 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
7,313,492 | $3,169,155,485 | |
| 2 | AMAT |
Applied Materials Inc /De
|
2,080,426 | $1,504,147,998 | |
| 3 | ASML |
Asml Holding NV
|
718,985 | $1,430,377,443 | |
| 4 | KLAC |
Kla Corp
|
3,495,695 | $1,054,686,137 | |
| 5 | TER |
Teradyne, Inc
|
546,810 | $264,568,548 | |
| 6 | Q |
Qnity Electronics, Inc.
|
777,950 | $127,047,012 | |
| 7 | ENTG |
Entegris Inc
|
617,322 | $111,031,532 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
778,711 | $67,148,247 |
All Filings in COHU
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,257,077 | 125,248 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,467,046 | 178,545 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $3,075,339 | 132,159 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,520,147 | 123,962 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $2,020,930 | 105,038 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,464,467 | 99,556 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,060,705 | 77,180 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,945,489 | 75,700 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1,829,303 | 55,266 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $656,932 | 19,710 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $639,778 | 18,078 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $625,256 | 18,155 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,397,536 | 33,627 | Shares | Defined | 2023-08-15 | |
| 2023-06-30 | $24,936 | 600 | Put | Defined | 2023-08-15 | |
| 2023-03-31 | $782,694 | 20,388 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $180,568 | 5,634 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,457,110 | 56,521 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,790,539 | 64,524 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,858,701 | 62,794 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,031,543 | 79,589 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $3,346,352 | 104,770 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,545,782 | 96,379 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $3,315,526 | 79,243 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $4,328,045 | 113,359 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $1,972,159 | 114,794 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $1,830,583 | 105,570 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $398,511 | 32,190 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||