Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$25.1M Buy
339,335
+27,404
+9% +$1.37M 0.01% 1086
2026
Q1
$9.55M Buy
311,931
+141,502
+83% +$4.15M ﹤0.01% 1361
2025
Q4
$3.97M Buy
170,429
+33,924
+25% +$778K ﹤0.01% 1715
2025
Q3
$2.78M Buy
136,505
+9,400
+7% +$190K ﹤0.01% 1785
2025
Q2
$2.45M Buy
127,105
+104,515
+463% +$1.76M ﹤0.01% 1663
2025
Q1
$332K Sell
22,590
-977
-4% -$20.3K ﹤0.01% 2643
2024
Q4
$629K Sell
23,567
-25,235
-52% -$660K ﹤0.01% 2136
2024
Q3
$1.25M Sell
48,802
-67,419
-58% -$1.89M ﹤0.01% 1744
2024
Q2
$3.85M Sell
116,221
-18,465
-14% -$573K 0.01% 1136
2024
Q1
$4.49M Buy
134,686
+1,467
+1% +$47.7K 0.01% 1027
2023
Q4
$4.71M Buy
133,219
+24,849
+23% +$825K 0.01% 978
2023
Q3
$3.73M Buy
108,370
+51,037
+89% +$1.92M 0.01% 1048
2023
Q2
$2.38M Buy
57,333
+24,399
+74% +$900K 0.01% 1193
2023
Q1
$1.26M Buy
32,934
+12,023
+57% +$435K ﹤0.01% 1453
2022
Q4
$670K Sell
20,911
-44,226
-68% -$1.43M ﹤0.01% 1709
2022
Q3
$1.68M Buy
65,137
+19,894
+44% +$553K ﹤0.01% 1280
2022
Q2
$1.25M Buy
45,243
+2,514
+6% +$69.4K ﹤0.01% 1318
2022
Q1
$1.26M Buy
42,729
+3,253
+8% +$104K ﹤0.01% 1425
2021
Q4
$1.5M Sell
39,476
-18,682
-32% -$641K ﹤0.01% 1346
2021
Q3
$1.86M Buy
58,158
+18,514
+47% +$630K ﹤0.01% 1187
2021
Q2
$1.46M Buy
39,644
+2,565
+7% +$102K ﹤0.01% 1400
2021
Q1
$1.55M Buy
37,079
+29,953
+420% +$1.32M ﹤0.01% 1357
2020
Q4
$272K Buy
+7,126
New +$194K ﹤0.01% 1998
2019
Q2
Sell
-31,546
Closed -$465K 2092
2019
Q1
$465K Buy
+31,546
New +$538K ﹤0.01% 1834
2018
Q3
Sell
-101,410
Closed -$2.49M 2270
2018
Q2
$2.49M Sell
101,410
-61,515
-38% -$1.45M ﹤0.01% 1329
2018
Q1
$3.72M Sell
162,925
-134,556
-45% -$2.99M ﹤0.01% 1114
2017
Q4
$6.53M Buy
297,481
+30,367
+11% +$725K 0.01% 923
2017
Q3
$6.37M Buy
267,114
+235,628
+748% +$4.45M 0.01% 931
2017
Q2
$495K Buy
+31,486
New +$576K ﹤0.01% 1897
2017
Q1
Sell
-25,608
Closed -$356K 2193
2016
Q4
$356K Sell
25,608
-41,541
-62% -$506K ﹤0.01% 2017
2016
Q3
$788K Sell
67,149
-108,919
-62% -$1.2M ﹤0.01% 1801
2016
Q2
$1.91M Sell
176,068
-45,764
-21% -$526K ﹤0.01% 1318
2016
Q1
$2.63M Buy
221,832
+84,591
+62% +$985K ﹤0.01% 1124
2015
Q4
$1.66M Buy
137,241
+68,286
+99% +$826K ﹤0.01% 1331
2015
Q3
$680K Buy
+68,955
New +$725K ﹤0.01% 1611

Other funds holding COHU

Cliff Asness's COHU Position: Q2 2026 in Review

Cliff Asness increased its Cohu (COHU) stake by 8.8% in Q2 2026, buying an estimated $1.37M and bringing the position to 339,335 shares worth $25.1M. The position accounts for 0.01% of the portfolio, ranked #1086.

Cliff Asness first reported a position in COHU in Q3 2015 and has held it in 35 quarters since. 347 funds tracked by Wall St. Rank hold COHU as of Q2 2026.

  • Cliff Asness held 339,335 shares of Cohu worth $25.1M as of Q2 2026.
  • Cliff Asness bought 27,404 Cohu shares in Q2 2026, an estimated $1.37M.
  • Cohu made up 0.01% of Cliff Asness's portfolio in Q2 2026, its #1086 holding.
  • Cliff Asness first reported a position in Cohu in Q3 2015 and has held it in 35 quarters since.
  • 347 funds tracked by Wall St. Rank held Cohu as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.