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SG Capital Management’s Cohu COHU Stock Holding History

SG Capital Management’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 		$10.4M Sell
140,957
-149,920
-52% -$7.49M 0.86% 43
2026
Q1 		$8.91M Sell
290,877
-1,134,744
-80% -$33.3M 0.59% 51
2025
Q4 		$33.2M Buy
+1,425,621
New +$32.7M 3.19% 8

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 $3.37T AUM 44.26% 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

SG Capital Management's COHU Position: Q2 2026 in Review

SG Capital Management reduced its Cohu (COHU) stake by 52% in Q2 2026, selling an estimated $7.49M and leaving 140,957 shares worth $10.4M. The position accounts for 0.86% of the portfolio, ranked #43.

SG Capital Management first reported a position in COHU in Q4 2025 and has held it in 3 quarters since. The position peaked at $33.2M in Q4 2025. 349 funds tracked by Wall St. Rank hold COHU as of Q2 2026.

  • SG Capital Management held 140,957 shares of Cohu worth $10.4M as of Q2 2026.
  • SG Capital Management sold 149,920 Cohu shares in Q2 2026, an estimated $7.49M.
  • Cohu made up 0.86% of SG Capital Management's portfolio in Q2 2026, its #43 holding.
  • SG Capital Management first reported a position in Cohu in Q4 2025 and has held it in 3 quarters since.
  • SG Capital Management's Cohu position peaked at $33.2M in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Cohu as of Q2 2026.

Based on SG Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.