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Nicholas Investment Partners’s Cohu COHU Stock Holding History

Nicholas Investment Partners’s Portfolio COHU Stock Details COHU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.01M Buy
+108,413
New +$5.42M 0.45% 80
2018
Q4 		– Sell
-23,635
Closed -$593K – 221
2018
Q3 		$593K Buy
+23,635
New +$591K 0.05% 210

Other funds holding COHU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nicholas Investment Partners's COHU Position: Q2 2026 in Review

Nicholas Investment Partners opened a new position in Cohu (COHU) in Q2 2026: 108,413 shares worth $8.01M. The stake represents 0.45% of the portfolio and ranks #80 among its holdings. This is a return to the name: Nicholas Investment Partners previously reported a position in COHU as recently as Q3 2018.

Nicholas Investment Partners first reported a position in COHU in Q3 2018 and has held it in 2 quarters since. 349 funds tracked by Wall St. Rank hold COHU as of Q2 2026.

  • Nicholas Investment Partners held 108,413 shares of Cohu worth $8.01M as of Q2 2026.
  • Cohu was a new Nicholas Investment Partners position in Q2 2026.
  • Cohu made up 0.45% of Nicholas Investment Partners's portfolio in Q2 2026, its #80 holding.
  • Nicholas Investment Partners first reported a position in Cohu in Q3 2018 and has held it in 2 quarters since.
  • 349 funds tracked by Wall St. Rank held Cohu as of Q2 2026.

Based on Nicholas Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.