LongCOHUJun 2026
Cohu, Inc.
Cohu is a leading supplier of semiconductor testing and inspection equipment. The fund expects the company to benefit from a recovery in its traditional end markets while also…
COHU
Which hedge funds are long COHU?
2 published ideas on Cohu, Inc. across 2 funds — 2 long and 0 short.
Cohu hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Cohu: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongCOHUJun 2026
Cohu Inc.
Cohu sells semiconductor test and inspection equipment and has a recurring-revenue business model. Its traditional automotive and industrial markets are recovering from cyclical…