Position in COHU
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,086,636
-$1,819,692 QoQ
Shares Held
82,352
-68.1% QoQ
Ownership
0.174%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#90
of 349 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COHU Over Time
Shares Held
Position Value (USD)
Derivatives in COHU
reported options exposure · as of Dec 31, 2025CallValue
$0
CallShares
0
PutValue
$23,270
PutShares
1,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026BANK OF NOVA SCOTIA holds $1,885,156,109 across 10 Semiconductor Equipment & Materials names. COHU ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
1,106,526 | $800,018,298 | |
| 2 | LRCX |
Lam Research Corp
|
1,598,917 | $692,858,703 | |
| 3 | KLAC |
Kla Corp
|
566,734 | $170,989,313 | |
| 4 | TER |
Teradyne, Inc
|
179,932 | $87,058,298 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
675,782 | $58,272,681 | |
| 6 | Q |
Qnity Electronics, Inc.
|
255,052 | $41,652,542 | |
| 7 | ENTG |
Entegris Inc
|
67,133 | $12,074,541 | |
| 8 | ONTO |
Onto Innovation Inc.
|
23,274 | $8,808,045 |
All Filings in COHU
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,086,636 | 82,352 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,906,328 | 258,208 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $8,824,868 | 379,238 | Shares | Sole | 2026-02-13 | |
| 2025-12-31 | $23,270 | 1,000 | Put | Defined | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||