Which funds own COHU
Cohu Inc in the Q2 2026 filings. At least 2 of the 91 current managers on file reported a position, worth $43m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.
- Managers holding
- 2
- at least, of 91 current
- Combined value
- $43m
- as reported
- Opened
- 0
- new this quarter
- Added to
- 1
- already held
- Trimmed or sold out
- 1
- 0 sold out entirely
Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.
Managers reporting a position
Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.
| Manager | Value | Weight | Shares | Change on the quarter | Action |
|---|---|---|---|---|---|
| First Eagle Investment Management LLC Value · $60.8bn book | $41m | 0.1% | 548,533 | +$26m+74,465 | Added |
| Caxton Associates LLP Macro · $5.3bn book | $2.7m | 0.1% | 36,095 | +$1.1m-14,470 | Trimmed |
Ownership through time
At least 7 of the 95 managers whose filings are on file listed COHU in Q2 2026, against 1 in Q2 2015. 4 managers more than in Q1 2026: 1 started a position; 4 listed it again; 1 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.
Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.
- Q2 2015: 1
- Q3 2015: 1
- Q4 2015: 1
- Q1 2016: 1
- Q2 2016: 1
- Q1 2017: 2
- Q2 2017: 2
- Q3 2017: 2
- Q4 2017: 2
- Q1 2018: 1
- Q2 2018: 1
- Q3 2018: 1
- Q4 2020: 1
- Q1 2021: 3
- Q2 2021: 2
- Q3 2021: 3
- Q4 2021: 2
- Q1 2022: 2
- Q2 2022: 3
- Q3 2022: 3
- Q4 2022: 2
- Q1 2023: 4
- Q2 2023: 2
- Q3 2023: 3
- Q4 2023: 2
- Q1 2024: 1
- Q2 2024: 1
- Q3 2024: 1
- Q2 2025: 1
- Q3 2025: 1
- Q4 2025: 1
- Q1 2026: 3
- Q2 2026: 7
- Q2 2015: $3.8m
- Q3 2015: $3.5m
- Q4 2015: $3.9m
- Q1 2016: $3.1m
- Q2 2016: $2.8m
- Q1 2017: $8.4m
- Q2 2017: $9.3m
- Q3 2017: $8.0m
- Q4 2017: $5.1m
- Q1 2018: $1.6m
- Q2 2018: $1.1m
- Q3 2018: $458k
- Q4 2020: $52m
- Q1 2021: $15m
- Q2 2021: $2.7m
- Q3 2021: $13m
- Q4 2021: $1.3m
- Q1 2022: $2.2m
- Q2 2022: $50m
- Q3 2022: $48m
- Q4 2022: $4.5m
- Q1 2023: $45m
- Q2 2023: $51m
- Q3 2023: $41m
- Q4 2023: $8.1m
- Q1 2024: $7.4m
- Q2 2024: $7.0m
- Q3 2024: $5.6m
- Q2 2025: $4.0m
- Q3 2025: $5.0m
- Q4 2025: $5.8m
- Q1 2026: $20m
- Q2 2026: $406m
Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.
Started in Q2 2026
Largest increases, by shares
- Capital World Investorsnew: 2,757,413 shares+$204m
- First Eagle Investment Management LLC474,068 to 548,533 shares+$5.5m
Largest decreases, by shares
- Caxton Associates LLP50,565 to 36,095 shares-$1.1m
Left it
No manager on file is shown leaving it.
| Manager | Value over time | First listed | Largest | Q2 2026 |
|---|---|---|---|---|
| Capital World Investors | Q2 2026 | $204m | $204m | |
| Two Sigma Investments LP | Q2 2026 | $84m | $84m | |
| Point72 Asset Management LP | Q2 2026 | $48m | $48m | |
| First Eagle Investment Management LLC | Q2 2021 | $41m | $41m | |
| Acadian Asset Management LLC | Q2 2015 | $24m | $24m | |
| Caxton Associates LLP | Q1 2026 | $2.7m | $2.7m | |
| Quantbot Technologies LP | Q2 2026 | $2.0m | $2.0m | |
| Renaissance Technologies LLC | Q4 2020 | $52m | last listed Q4 2020 | |
| MFS Investment Management | Q2 2022 | $46m | last listed Q3 2023 | |
| Marshall Wace LLP | Q1 2021 | $13m | last listed Q3 2021 | |
| ExodusPoint Capital Management LP | Q1 2026 | $4.4m | last listed Q1 2026 | |
| Tudor Investment Corp | Q1 2021 | $3.9m | last listed Q2 2021 | |
| PDT Partners LLC | Q1 2017 | $2.3m | last listed Q4 2023 | |
| Element Capital Management LLC | Q3 2018 | $458k | last listed Q3 2018 | |
| Baillie Gifford & Co | Q3 2021 | $30k | last listed Q1 2023 |
What COHU is worth
Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.
Build the comp set around COHU →How much of the picture this is
A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.
What to do with a name the funds are buying
Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.
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The holdings, every quarter, and the week between
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