COHR in the 13F filings
Coherent Corp · CUSIP 19247G107
- Quarter end
- 30 Jun 2024
- the date the book describes
- Filed
- 14 Nov 2024
- latest of these filings; the earliest 8 Aug 2024
- Managers listing it
- 14
- at least, of 95 tracked, among listed positions
- Comparable managers
- 94
- filed both Q1 2024 and Q2 2024; 7 listed it in both
- Shares listed
- 35,671,750
- combined, among listed positions
- Reported value
- $2.6bn
- combined, at the quarter end
Among the 94 comparable managers: 12 buyers (opened or added shares) and 4 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing COHR in Q2 2024
14 of 14 holders
Largest increases and reductions, by shares
Increases
- Invesco Ltdexisting position · 8,599,227 shares now+3,201,988
- Sachem Head Capital Management LPnew position · 831,900 shares now+831,900
- Point72 Asset Management LPexisting position · 4,181,276 shares now+596,473
- Whale Rock Capital Management LLCexisting position · 2,511,183 shares now+469,809
- Moore Capital Management LPnew position · 299,801 shares now+299,801
Reductions
- Dodge & Coxexisting position · 14,013,619 shares now-1,084,769
- First Eagle Investment Management LLCexisting position · 108,306 shares now-52,080
New positions and exits
New (4)
Exited (2)
- Maverick Capital Ltdwas $33m
- Altimeter Capital Management LPwas $26m
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q3 2022 | 7 | $958m | n.a. | n.a. |
| Q4 2022 | 9 | $898m | n.a. | n.a. |
| Q1 2023 | 8 | $885m | n.a. | n.a. |
| Q2 2023 | 5 | $1.0bn | n.a. | n.a. |
| Q3 2023 | 7 | $677m | n.a. | n.a. |
| Q4 2023 | 7 | $1.2bn | 6 | 1 |
| Q1 2024 | 11 | $1.7bn | 9 | 3 |
| Q2 2024 | 14 | $2.6bn | 12 | 4 |
| Q3 2024 | 18 | $4.0bn | 12 | 8 |
| Q4 2024 | 22 | $4.3bn | 11 | 10 |
| Q1 2025 | 19 | $2.9bn | 14 | 7 |
| Q2 2025 | 17 | $3.5bn | 11 | 8 |
| Q3 2025 | 24 | $4.6bn | 12 | 12 |
| Q4 2025 | 32 | $9.9bn | 26 | 19 |
| Q1 2026 | 30 | $10.3bn | 13 | 35 |
| Q2 2026 | 25 | $12.0bn | 18 | 26 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
COHR and NVDA →COHR and AVGO →COHR and MU →Choose a stock to compare with COHR →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own COHR, latest filings →Back to the 13F Explorer →