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COHU · GEV in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

COHUGEV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • COHU
  • GEV
010203040202120222023202420252026
Holders and value by quarter
QuarterCOHUGEV
Q3 20181 holders, $458knone listed holders, n.a.
Q4 20201 holders, $52mnone listed holders, n.a.
Q1 20213 holders, $15mnone listed holders, n.a.
Q2 20212 holders, $2.7mnone listed holders, n.a.
Q3 20213 holders, $13mnone listed holders, n.a.
Q4 20212 holders, $1.3mnone listed holders, n.a.
Q1 20222 holders, $2.2mnone listed holders, n.a.
Q2 20223 holders, $50mnone listed holders, n.a.
Q3 20223 holders, $48mnone listed holders, n.a.
Q4 20222 holders, $4.5mnone listed holders, n.a.
Q1 20234 holders, $45mnone listed holders, n.a.
Q2 20232 holders, $51mnone listed holders, n.a.
Q3 20233 holders, $41mnone listed holders, n.a.
Q4 20232 holders, $8.1mnone listed holders, n.a.
Q1 20241 holders, $7.4m3 holders, $544m
Q2 20241 holders, $7.0m26 holders, $9.8bn
Q3 20241 holders, $5.6m31 holders, $11.9bn
Q4 2024none listed holders, n.a.37 holders, $15.3bn
Q1 2025none listed holders, n.a.36 holders, $14.8bn
Q2 20251 holders, $4.0m36 holders, $26.3bn
Q3 20251 holders, $5.0m35 holders, $29.5bn
Q4 20251 holders, $5.8m34 holders, $28.7bn
Q1 20263 holders, $20m31 holders, $36.7bn
Q2 20267 holders, $406m28 holders, $45.0bn
COHU

Cohu Inc

Holders
0
Reported value
$0
Buyers
n.a.
Sellers
n.a.

No cross-section for this quarter.

IndustrialsIndustrials and automation · L3VLUP
GEV

Ge Vernova Inc

Holders
36
Reported value
$14.8bn
Buyers
20
Sellers
19

Breadth +1 among 95 comparable managers.

IndustrialsEnergy and power infrastructure · L3VLUPIndustrials and automation · L3VLUP

Who holds both, Q1 2025

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (0)

No tracked manager lists every one of them.

Only COHU (0)

None.

Only GEV (36)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Jane Street Group LLC, MFS Investment Management, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, PDT Partners LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Rokos Capital Management LLP, and 11 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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