Cliff Asness's COHU Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 311,931 shares of Cohu, Inc. (COHU) worth $9.55 M, representing 0.00% of the portfolio. First purchased in 2015-Q3, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in COHU, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2017, adding 235,628 shares. Largest reduction occurred in Q1 2018, reducing 134,556 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Cohu (COHU) Holding Value Over Time
Track share changes against reported price movement
Quarterly Cohu (COHU) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +141,502 | Add 83.03% | 311,931 | $30.62 |
| Q4 2025 | +33,924 | Add 24.85% | 170,429 | $23.27 |
| Q3 2025 | +9,400 | Add 7.40% | 136,505 | $20.33 |
| Q2 2025 | +104,515 | Add 462.66% | 127,105 | $19.24 |
| Q1 2025 | -977 | Reduce 4.15% | 22,590 | $14.71 |
| Q4 2024 | -25,235 | Reduce 51.71% | 23,567 | $26.70 |
| Q3 2024 | -67,419 | Reduce 58.01% | 48,802 | $25.70 |
| Q2 2024 | -18,465 | Reduce 13.71% | 116,221 | $33.10 |
| Q1 2024 | +1,467 | Add 1.10% | 134,686 | $33.33 |
| Q4 2023 | +24,849 | Add 22.93% | 133,219 | $35.39 |
| Q3 2023 | +51,037 | Add 89.02% | 108,370 | $34.44 |
| Q2 2023 | +24,399 | Add 74.08% | 57,333 | $41.56 |
| Q1 2023 | +12,023 | Add 57.50% | 32,934 | $38.39 |
| Q4 2022 | -44,226 | Reduce 67.90% | 20,911 | $32.05 |
| Q3 2022 | +19,894 | Add 43.97% | 65,137 | $25.78 |
| Q2 2022 | +2,514 | Add 5.88% | 45,243 | $27.74 |
| Q1 2022 | +3,253 | Add 8.24% | 42,729 | $29.61 |
| Q4 2021 | -18,682 | Reduce 32.12% | 39,476 | $38.10 |
| Q3 2021 | +18,514 | Add 46.70% | 58,158 | $31.95 |
| Q2 2021 | +2,565 | Add 6.92% | 39,644 | $36.80 |
| Q1 2021 | +29,953 | Add 420.33% | 37,079 | $41.83 |
| Q4 2020 | +7,126 | New Buy | 7,126 | $38.17 |
| Q2 2019 | -31,546 | Sold Out | 0 | $0.00 |
| Q1 2019 | +31,546 | New Buy | 31,546 | $14.74 |
| Q3 2018 | -101,410 | Sold Out | 0 | $0.00 |
| Q2 2018 | -61,515 | Reduce 37.76% | 101,410 | $24.51 |
| Q1 2018 | -134,556 | Reduce 45.23% | 162,925 | $22.81 |
| Q4 2017 | +30,367 | Add 11.37% | 297,481 | $21.95 |
| Q3 2017 | +235,628 | Add 748.36% | 267,114 | $23.84 |
| Q2 2017 | +31,486 | New Buy | 31,486 | $15.72 |
| Q1 2017 | -25,608 | Sold Out | 0 | $0.00 |
| Q4 2016 | -41,541 | Reduce 61.86% | 25,608 | $13.90 |
| Q3 2016 | -108,919 | Reduce 61.86% | 67,149 | $11.74 |
| Q2 2016 | -45,764 | Reduce 20.63% | 176,068 | $10.85 |
| Q1 2016 | +84,591 | Add 61.64% | 221,832 | $11.88 |
| Q4 2015 | +68,286 | Add 99.03% | 137,241 | $12.07 |
| Q3 2015 | +68,955 | New Buy | 68,955 | $9.86 |
Cliff Asness's Cohu Investment FAQs
Cliff Asness first purchased Cohu, Inc. (COHU) in Q3 2015, acquiring 68,955 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Cohu, Inc. (COHU) for 37 quarters since Q3 2015.
Cliff Asness's largest addition to Cohu, Inc. (COHU) was in Q3 2017, adding 267,114 shares worth $6.37 M.
According to the latest 13F filing for Q1 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 311,931 shares of Cohu, Inc. (COHU), valued at approximately $9.55 M.
As of the Q1 2026 filing, Cohu, Inc. (COHU) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Cohu, Inc. (COHU) was 311,931 shares, as reported at the end of Q1 2026.