Gavin Baker’s Coherent COHR Stock Holding History

Gavin Baker’s Portfolio COHR Stock Details COHR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-900,000	Closed	-$166M	–	57
2025 Q4	$166M	Buy	+900,000	New	+$135M	2.03%	11

Other funds holding COHR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nvidia Corp Santa Clara, California $63.4B AUM 136.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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.