Position in COHU
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$497,044
New position
Shares Held
6,725
first reported quarter
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#206
of 347 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026HIGHLAND CAPITAL MANAGEMENT, LLC holds $24,943,666 across 7 Semiconductor Equipment & Materials names. COHU ranks #5 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
19,763 | $8,563,900 | |
| 2 | AMAT |
Applied Materials Inc /De
|
10,946 | $7,913,958 | |
| 3 | KLAC |
Kla Corp
|
18,625 | $5,619,348 | |
| 4 | ASML |
Asml Holding NV
|
704 | $1,400,565 | |
| 5 | COHU |
Cohu Inc
This page
|
6,725 | $497,044 | |
| 6 | VECO |
Veeco Instruments Inc
|
6,301 | $477,615 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
3,523 | $471,236 |
All Filings in COHU
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $497,044 | 6,725 | Shares | Sole | 2026-07-21 | |
| No filing history on record for this holder in this stock. | ||||||