MORGAN STANLEY

CIK

895421

City

NEW YORK

State / Country

Stock

COHU — Cohu Inc

Top Portfolio Positions

5,260 positions · $1,251,003,247,930 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
AAPL	Apple Inc. Technology	244,474,722	$62,045,239,682	4.96%
NVDA	Nvidia Corp Technology	342,954,346	$59,811,237,934	4.78%
MSFT	Microsoft Corp Technology	124,881,288	$46,227,306,365	3.70%
AMZN	Amazon Com Inc Consumer Cyclical	173,925,856	$36,223,538,016	2.90%
GOOGL	Alphabet Inc. Communication Services	120,955,598	$34,781,991,748	2.78%
SPY	Spdr S&P 500 ETF Trust	40,502,730	$26,340,545,421	2.11%
AVGO	Broadcom Inc. Technology	75,935,152	$23,502,688,883	1.88%
META	Meta Platforms, Inc. Communication Services	38,078,962	$21,786,116,518	1.74%
JPM	Jpmorgan Chase & Co Financial Services	68,544,442	$20,163,033,047	1.61%
TSLA	Tesla, Inc. Consumer Cyclical	39,177,400	$14,564,198,442	1.16%

Portfolio Trend

25 quarters · across all stocks

Holdings in COHU

Compact Export CSV

Shares Held

Position Value (USD)

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$29,153,422	952,104	+10.7%	Shares	Defined	2026-05-15
2025-12-31	$20,016,758	860,196	+23.7%	Shares	Defined	2026-05-27
2025-09-30	$14,136,643	695,359	-0.1%	Shares	Defined	2026-05-27
2025-06-30	$13,387,285	695,805	-7.6%	Shares	Defined	2025-08-15
2025-03-31	$11,072,507	752,720	+60.9%	Shares	Defined	2025-05-15
2024-12-31	$12,492,551	467,886	+4.2%	Shares	Defined	2025-05-15
2024-09-30	$11,538,296	448,961	+15.7%	Shares	Defined	2025-05-14
2024-06-30	$12,846,769	388,120	-2.7%	Shares	Defined	2025-05-14
2024-03-31	$13,293,365	398,841	-10.9%	Shares	Defined	2024-10-17
2023-12-31	$15,847,036	447,783	+37.0%	Shares	Defined	2024-08-16
2023-09-30	$11,257,569	326,875	+2.8%	Shares	Defined	2023-11-15
2023-06-30	$13,218,319	318,054	+6.5%	Shares	Defined	2023-08-14
2023-03-31	$11,468,086	298,726	+5.0%	Shares	Defined	2023-05-15
2022-12-31	$9,119,278	284,533	-0.7%	Shares	Defined	2023-02-14
2022-09-30	$7,386,971	286,539	-9.3%	Shares	Defined	2022-11-14
2022-06-30	$8,762,698	315,773	+14.3%	Shares	Defined	2022-10-27
2022-03-31	$8,177,531	276,268	+11.8%	Shares	Defined	2022-10-27
2021-12-31	$9,415,310	247,186	+7.1%	Shares	Defined	2022-02-14
2021-09-30	$7,368,395	230,695	-33.5%	Shares	Defined	2021-11-15
2021-06-30	$12,757,481	346,765	+0.5%	Shares	Defined	2021-08-23
2021-03-31	$14,437,015	345,053	+154.8%	Shares	Defined	2021-05-17
2020-12-31	$5,170,944	135,436	+29.9%	Shares	Defined	2021-02-16
2020-09-30	$1,791,529	104,280	-9.8%	Shares	Defined	2020-11-13
2020-06-30	$2,005,456	115,655	+10.2%	Shares	Defined	2020-08-14
2020-03-31	$1,298,994	104,927	—	Shares	Defined	2020-05-26
No 13F history on record for this holder in this stock.