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TwinBeech Capital’s Cohu COHU Stock Holding History

TwinBeech Capital’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
2025
Q2 		– Sell
-15,976
Closed -$235K – 692
2025
Q1 		$235K Buy
+15,976
New +$332K ﹤0.01% 642
2022
Q2 		– Sell
-36,136
Closed -$1.07M – 537
2022
Q1 		$1.07M Buy
+36,136
New +$1.15M 0.05% 308
2021
Q3 		– Sell
-6,669
Closed -$245K – 609
2021
Q2 		$245K Buy
+6,669
New +$265K 0.03% 398

Other funds holding COHU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TwinBeech Capital's COHU Position: Q2 2025 in Review

TwinBeech Capital sold out of Cohu (COHU) in Q2 2025, closing a stake of 15,976 shares — an estimated $235K sold.

TwinBeech Capital first reported a position in COHU in Q2 2021 and held it in 3 quarters. The position peaked at $1.07M in Q1 2022. 209 funds tracked by Wall St. Rank hold COHU as of Q2 2025.

  • TwinBeech Capital reported no remaining Cohu position as of Q2 2025 after selling out during the quarter.
  • TwinBeech Capital sold 15,976 Cohu shares in Q2 2025, an estimated $235K.
  • TwinBeech Capital first reported a position in Cohu in Q2 2021 and held it in 3 quarters.
  • TwinBeech Capital's Cohu position peaked at $1.07M in Q1 2022.
  • 209 funds tracked by Wall St. Rank held Cohu as of Q2 2025.

Based on TwinBeech Capital's 13F filing for Q2 2025, filed 14 Aug 2025.