ARDSLEY ADVISORY PARTNERS LP

Position in COHU — Cohu Inc

CIK 900529 Norwalk, CT

Position in COHU

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

Position Value

$3,082,047

New position

Shares Held

41,700

first reported quarter

Ownership

0.088%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

#2

of 28 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Jun 30, 2026

ARDSLEY ADVISORY PARTNERS LP holds $29,401,922 across 6 Semiconductor Equipment & Materials names. COHU ranks #4 (10.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ONTO	Onto Innovation Inc.	31,500	$11,921,175
2	CAMT	Camtek Ltd	37,000	$6,035,440
3	LRCX	Lam Research Corp	10,000	$4,333,300
4	COHU	Cohu Inc This page	41,700	$3,082,047
5	VECO	Veeco Instruments Inc	37,000	$2,804,600
6	AXTI	Axt Inc	17,000	$1,225,360

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,082,047	41,700	—	Shares	Sole	2026-07-13
No filing history on record for this holder in this stock.