Position in COHU
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$45,626,342
+$29,136,523 QoQ
Shares Held
617,323
+14.6% QoQ
Ownership
1.30%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#24
of 349 holders
Holding Since
Mar 2021
3 quarters on record
Voting authority
Sole 78%
Shared 0%
None 22%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Driehaus Capital Management LLC holds $536,307,442 across 10 Semiconductor Equipment & Materials names. COHU ranks #5 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UCTT |
Ultra Clean Holdings, Inc.
|
1,309,202 | $186,679,113 | |
| 2 | ONTO |
Onto Innovation Inc.
|
354,650 | $134,217,292 | |
| 3 | TER |
Teradyne, Inc
|
103,485 | $50,070,182 | |
| 4 | ICHR |
Ichor Holdings, Ltd.
|
432,264 | $48,534,601 | |
| 5 | COHU |
Cohu Inc
This page
|
617,323 | $45,626,342 | |
| 6 | Q |
Qnity Electronics, Inc.
|
160,990 | $26,291,276 | |
| 7 | AEHR |
Aehr Test Systems
|
238,422 | $22,902,817 | |
| 8 | NVMI |
Nova Ltd.
|
37,629 | $20,430,289 |
All Filings in COHU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $45,626,342 | 617,323 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,489,819 | 538,531 | Shares | Sole | 2026-05-15 | |
| 2021-03-31 | $30,173,167 | 721,156 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||