MORGAN STANLEY

Position in COHU — Cohu Inc

CIK 895421 NEW YORK, NY

Back to COHU Full portfolio

Position in COHU

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$73,650,350

+$44,496,928 QoQ

Shares Held

996,487

+4.7% QoQ

Ownership

2.11%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#13

of 349 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 86% Shared 0% None 14%

Common Shares in COHU Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

MORGAN STANLEY holds $29,892,744,265 across 29 Semiconductor Equipment & Materials names. COHU ranks #14 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	13,523,832	$9,777,730,536
2	LRCX	Lam Research Corp	19,217,787	$8,327,643,631
3	KLAC	Kla Corp	17,114,793	$5,163,704,186
4	ASML	Asml Holding NV	1,788,291	$3,557,697,459
5	TER	Teradyne, Inc	1,914,643	$926,380,861
6	Q	Qnity Electronics, Inc.	3,367,542	$549,953,279
7	ENTG	Entegris Inc	1,527,094	$274,663,118
8	ONTO	Onto Innovation Inc.	488,517	$184,879,251

All Filings in COHU

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$73,650,350	996,487	+4.7%	Shares	Defined	2026-08-13
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 filing history on record for this holder in this stock.