Gavin Baker’s Coherent COHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$253M Buy
642,101
+10,942
+2% +$3.87M 1.77% 11
2026
Q1
$150M Sell
631,159
-604,087
-49% -$138M 3.01% 10
2025
Q4
$228M Buy
1,235,246
+321,468
+35% +$48.1M 2.79% 8
2025
Q3
$98.4M Buy
+913,778
New +$91.1M 1.92% 16
2024
Q1
Sell
-561,056
Closed -$24.4M 41
2023
Q4
$24.4M Buy
561,056
+382,763
+215% +$13.8M 0.8% 33
2023
Q3
$5.82M Buy
+178,293
New +$7.32M 0.19% 27
2021
Q4
Sell
-1,539,633
Closed -$91.4M 37
2021
Q3
$91.4M Sell
1,539,633
-2,276
-0.1% -$149K 2.16% 18
2021
Q2
$112M Buy
1,541,909
+951,109
+161% +$66.9M 2% 14
2021
Q1
$40.4M Buy
+590,800
New +$48.5M 0.91% 32

Other funds holding COHR

Gavin Baker's COHR Position: Q2 2026 in Review

Gavin Baker increased its Coherent (COHR) stake by 1.7% in Q2 2026, buying an estimated $3.87M and bringing the position to 642,101 shares worth $253M. The position accounts for 1.77% of the portfolio, ranked #11.

Gavin Baker first reported a position in COHR in Q1 2021 and has held it in 9 quarters since. 1,304 funds tracked by Wall St. Rank hold COHR as of Q2 2026.

  • Gavin Baker held 642,101 shares of Coherent worth $253M as of Q2 2026.
  • Gavin Baker bought 10,942 Coherent shares in Q2 2026, an estimated $3.87M.
  • Coherent made up 1.77% of Gavin Baker's portfolio in Q2 2026, its #11 holding.
  • Gavin Baker first reported a position in Coherent in Q1 2021 and has held it in 9 quarters since.
  • 1,304 funds tracked by Wall St. Rank held Coherent as of Q2 2026.

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