COHU
Cohu, Inc. · Technology · Semiconductors
Momentum-inputs (vergelijkbare managers):
breedte van houders +8.3% ·
aandelenstroom +0.3% ·
netto nieuwe posities +7.7%
— formule
Brede accumulatie — stijgende aandelen bij meer houders
Alle eigendomscijfers: uitsluitend gevolgde 13F-managers, posities in gewone aandelen, rapportageperiode Q2 2025
| Kwartaal | Houders | Δ | Aandelen | Gerapporteerde waarde | Nieuw | Uitstappen |
|---|---|---|---|---|---|---|
| Q2 2026 | 110 | +19 | 37.82M | $2.79B | +23 | −4 |
| Q1 2026 | 94 | +4 | 31.40M | $960.91M | +8 | −4 |
| Q4 2025 | 90 | 0 | 31.25M | $727.18M | — | — |
| Q3 2025 | 18 | +2 | 17.88M | $363.54M | +2 | — |
| Q2 2025 | 13 | +1 | 15.32M | $294.83M | +2 | −1 |
| Q1 2025 | 9 | 0 | 3.90M | $57.45M | — | — |
| Q4 2024 | 9 | 0 | 3.64M | $97.19M | — | — |
| Q3 2024 | 8 | +1 | 1.95M | $50.05M | +1 | — |
| Q2 2024 | 7 | — | 1.92M | $63.47M | — | — |
| # | Manager | Aandelen | Δ aandelen | Waarde | Hun gewicht | Gehouden | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passief) | 7.04M | — | $135.46M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | BlackRock ✦ (passief) | 7.04M | — | $135.46M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (passief) | 7.04M | — | $135.46M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (passief) | 7.04M | — | $135.46M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (passief) | 7.04M | — | $135.46M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (passief) | 7.04M | — | $135.46M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (passief) | 7.04M | — | $135.46M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (passief) | 7.04M | — | $135.46M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (passief) | 7.04M | — | $135.46M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passief) | 7.04M | — | $135.46M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (passief) | 7.04M | — | $135.46M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (passief) | 7.04M | — | $135.46M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (passief) | 7.04M | — | $135.46M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (passief) | 7.04M | — | $135.46M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | The Vanguard Group ✦ (passief) | 4.29M | — | $82.45M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | The Vanguard Group ✦ (passief) | 4.29M | — | $82.45M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | The Vanguard Group ✦ (passief) | 4.29M | — | $82.45M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | The Vanguard Group ✦ (passief) | 4.29M | — | $82.45M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | The Vanguard Group ✦ (passief) | 4.29M | — | $82.45M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | State Street Global Advisors ✦ (passief) | 1.81M | -0.1% | $34.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Geode Capital Management ✦ (passief) | 1.17M | +4.6% | $22.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passief) | 1.17M | +4.6% | $22.46M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 307.73K | +26.5% | $5.92M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 307.73K | +26.5% | $5.92M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | D. E. Shaw & Co. ✦ | 191.59K | -57.3% | $3.69M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 26 | Millennium Management ✦ | 168.05K | +41.9% | $3.23M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 127.11K | +462.7% | $2.45M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 127.11K | +462.7% | $2.45M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 127.11K | +462.7% | $2.45M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 127.11K | +462.7% | $2.45M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 127.11K | +462.7% | $2.45M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | Renaissance Technologies ✦ | 67.60K | -4.6% | $1.30M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 33 | Point72 Asset Management ✦ | 52.29K | Nieuw | $1.01M | 0.0% | New | 1 | SEC ↗ |
| 34 | T. Rowe Price ✦ | 46.81K | +6.8% | $901,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 46.54K | — | $895,347 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Fidelity (FMR) ✦ | 46.54K | — | $895,347 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Marshall Wace ✦ | 14.17K | Nieuw | $272,688 | 0.0% | New | 1 | SEC ↗ |
"Hun gewicht" = het aandeel van de positie in de gerapporteerde 13F-aandelenwaarde van die beheerder — de overtuigingsmaatstaf. ✦ = gecureerde beheerder.
Nieuwe kopers
| Point72 Asset Management | $1.01M | 0.0% |
| Marshall Wace | $272,688 | 0.0% |
Verlaten
| Two Sigma Investments | $440,491 | was 0.0% |
Volledige marktcontext: over ALLE 13F-indieners (SEC gestructureerde data, Q1 2026): 261 houders, 49.61M aandelen, $1.48B gerapporteerd. Dit betreft een andere, oudere periode dan de bovenstaande cijfers van het gevolgde universum; beide worden nooit gecombineerd.
Wat de gevolgde houders van dit effect verder het vaakst bezitten — aantallen gedeeld eigendom, geen fundamentele relaties.
Open-market aankopen (P)
Geen open-market insider-aankopen in ons dekkingsvenster.
Open-market verkopen (S)
Officer · 10.00K aand · $558,200
Officer · 1.00K aand · $61,900
Toekenningen, uitoefeningen en belastinginhoudingen worden hier nooit meegeteld als aankopen of verkopen. Methodologie