Position in COHU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$55,728,136
+$23,458,639 QoQ
Shares Held
754,000
-28.5% QoQ
Ownership
1.59%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#20
of 349 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 95%
Shared 1%
None 4%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026GOLDMAN SACHS GROUP INC holds $22,453,598,293 across 28 Semiconductor Equipment & Materials names. COHU ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
8,904,389 | $6,437,873,247 | |
| 2 | KLAC |
Kla Corp
|
20,065,542 | $6,053,974,673 | |
| 3 | LRCX |
Lam Research Corp
|
12,724,387 | $5,513,858,617 | |
| 4 | ASML |
Asml Holding NV
|
840,939 | $1,672,997,599 | |
| 5 | TER |
Teradyne, Inc
|
1,989,985 | $962,834,340 | |
| 6 | ENTG |
Entegris Inc
|
1,897,023 | $341,198,556 | |
| 7 | Q |
Qnity Electronics, Inc.
|
2,076,950 | $339,186,702 | |
| 8 | NVMI |
Nova Ltd.
|
418,594 | $227,271,424 |
All Filings in COHU
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,728,136 | 754,000 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $32,269,497 | 1,053,870 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $11,895,576 | 511,198 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $11,143,014 | 548,107 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,986,002 | 467,048 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,829,469 | 464,274 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $17,326,831 | 648,945 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $14,864,751 | 578,395 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $28,384,142 | 857,527 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $23,933,205 | 718,068 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $29,695,747 | 839,100 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $30,416,958 | 883,187 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $31,213,096 | 751,037 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $41,395,513 | 1,078,289 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $39,786,100 | 1,241,376 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $35,329,453 | 1,370,421 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $39,160,938 | 1,411,205 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $43,373,708 | 1,465,328 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $64,670,839 | 1,697,843 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $67,040,845 | 2,098,962 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $58,998,577 | 1,603,658 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $68,106,690 | 1,627,789 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $76,418,147 | 2,001,523 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $28,057,207 | 1,633,132 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,602,909 | 92,440 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $9,324,379 | 753,181 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||