John Overdeck’s Cohu COHU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $84.4M | Buy |
1,142,216
+47,785
| +4% | +$2.39M | 0.06% | 363 |
|
|
2026
Q1 | $33.5M | Buy |
1,094,431
+552,509
| +102% | +$16.2M | 0.03% | 675 |
|
|
2025
Q4 | $12.6M | Buy |
541,922
+481,083
| +791% | +$11M | 0.02% | 976 |
|
|
2025
Q3 | $1.24M | Buy |
+60,839
| New | +$1.23M | ﹤0.01% | 2438 |
|
|
2025
Q2 | – | Sell |
-29,945
| Closed | -$440K | – | 3229 |
|
|
2025
Q1 | $440K | Sell |
29,945
-24,593
| -45% | -$512K | ﹤0.01% | 2576 |
|
|
2024
Q4 | $1.46M | Buy |
54,538
+37,414
| +218% | +$979K | ﹤0.01% | 1934 |
|
|
2024
Q3 | $440K | Buy |
+17,124
| New | +$480K | ﹤0.01% | 2528 |
|
|
2024
Q2 | – | Sell |
-59,668
| Closed | -$1.99M | – | 3074 |
|
|
2024
Q1 | $1.99M | Buy |
59,668
+3,555
| +6% | +$116K | ﹤0.01% | 1482 |
|
|
2023
Q4 | $1.99M | Sell |
56,113
-38,332
| -41% | -$1.27M | ﹤0.01% | 1559 |
|
|
2023
Q3 | $3.25M | Buy |
94,445
+83,677
| +777% | +$3.15M | 0.01% | 1116 |
|
|
2023
Q2 | $448K | Buy |
10,768
+5,477
| +104% | +$202K | ﹤0.01% | 2374 |
|
|
2023
Q1 | $203K | Sell |
5,291
-10,044
| -65% | -$364K | ﹤0.01% | 2551 |
|
|
2022
Q4 | $491K | Buy |
+15,335
| New | +$496K | ﹤0.01% | 2031 |
|
|
2021
Q4 | – | Sell |
-239,178
| Closed | -$7.64M | – | 4363 |
|
|
2021
Q3 | $7.64M | Sell |
239,178
-157,703
| -40% | -$5.37M | 0.02% | 913 |
|
|
2021
Q2 | $14.6M | Buy |
396,881
+29,511
| +8% | +$1.17M | 0.03% | 621 |
|
|
2021
Q1 | $15.4M | Buy |
367,370
+316,286
| +619% | +$13.9M | 0.04% | 530 |
|
|
2020
Q4 | $1.95M | Buy |
+51,084
| New | +$1.39M | 0.01% | 1505 |
|
|
2019
Q4 | – | Sell |
-10,397
| Closed | -$140K | – | 3688 |
|
|
2019
Q3 | $140K | Sell |
10,397
-48,622
| -82% | -$675K | ﹤0.01% | 3261 |
|
|
2019
Q2 | $911K | Sell |
59,019
-6,414
| -10% | -$99.7K | ﹤0.01% | 2013 |
|
|
2019
Q1 | $965K | Buy |
+65,433
| New | +$1.12M | ﹤0.01% | 1855 |
|
|
2018
Q3 | – | Sell |
-47,135
| Closed | -$1.16M | – | 3230 |
|
|
2018
Q2 | $1.16M | Sell |
47,135
-12,330
| -21% | -$291K | ﹤0.01% | 2043 |
|
|
2018
Q1 | $1.36M | Sell |
59,465
-96,931
| -62% | -$2.15M | ﹤0.01% | 1799 |
|
|
2017
Q4 | $3.43M | Buy |
156,396
+48,707
| +45% | +$1.16M | 0.01% | 1095 |
|
|
2017
Q3 | $2.57M | Sell |
107,689
-92,522
| -46% | -$1.75M | 0.01% | 1169 |
|
|
2017
Q2 | $3.15M | Buy |
200,211
+20,542
| +11% | +$376K | 0.01% | 1120 |
|
|
2017
Q1 | $3.32M | Buy |
179,669
+104,224
| +138% | +$1.58M | 0.01% | 1151 |
|
|
2016
Q4 | $1.05M | Sell |
75,445
-4,836
| -6% | -$58.9K | ﹤0.01% | 1983 |
|
|
2016
Q3 | $942K | Buy |
80,281
+49,216
| +158% | +$544K | ﹤0.01% | 1998 |
|
|
2016
Q2 | $337K | Buy |
31,065
+10,065
| +48% | +$116K | ﹤0.01% | 2488 |
|
|
2016
Q1 | $249K | Sell |
21,000
-34,735
| -62% | -$404K | ﹤0.01% | 2480 |
|
|
2015
Q4 | $673K | Buy |
55,735
+15,047
| +37% | +$182K | ﹤0.01% | 1774 |
|
|
2015
Q3 | $401K | Sell |
40,688
-65,999
| -62% | -$694K | ﹤0.01% | 1644 |
|
|
2015
Q2 | $1.41M | Buy |
106,687
+48,620
| +84% | +$585K | 0.01% | 1425 |
|
|
2015
Q1 | $635K | Sell |
58,067
-20,953
| -27% | -$237K | ﹤0.01% | 1840 |
|
|
2014
Q4 | $940K | Buy |
79,020
+38,845
| +97% | +$441K | 0.01% | 1404 |
|
|
2014
Q3 | $481K | Buy |
40,175
+20,471
| +104% | +$240K | ﹤0.01% | 1308 |
|
|
2014
Q2 | $211K | Sell |
19,704
-27,306
| -58% | -$288K | ﹤0.01% | 1956 |
|
|
2014
Q1 | $504K | Buy |
47,010
+24,154
| +106% | +$250K | ﹤0.01% | 1474 |
|
|
2013
Q4 | $240K | Sell |
22,856
-12,907
| -36% | -$131K | ﹤0.01% | 1956 |
|
|
2013
Q3 | $390K | Buy |
35,763
+15,062
| +73% | +$172K | ﹤0.01% | 1394 |
|
|
2013
Q2 | $259K | Buy |
+20,701
| New | +$216K | ﹤0.01% | 1691 |
|
Other funds holding COHU
SFM
John Overdeck's COHU Position: Q2 2026 in Review
John Overdeck increased its Cohu (COHU) stake by 4.4% in Q2 2026, buying an estimated $2.39M and bringing the position to 1,142,216 shares worth $84.4M. The position accounts for 0.06% of the portfolio, ranked #363.
John Overdeck first reported a position in COHU in Q2 2013 and has held it in 41 quarters since. 347 funds tracked by Wall St. Rank hold COHU as of Q2 2026.
- John Overdeck held 1,142,216 shares of Cohu worth $84.4M as of Q2 2026.
- John Overdeck bought 47,785 Cohu shares in Q2 2026, an estimated $2.39M.
- Cohu made up 0.06% of John Overdeck's portfolio in Q2 2026, its #363 holding.
- John Overdeck first reported a position in Cohu in Q2 2013 and has held it in 41 quarters since.
- 347 funds tracked by Wall St. Rank held Cohu as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.