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 1 fund — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Cohu, Inc.: the full 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.
abrdn initiated Cohu as a semiconductor testing and inspection equipment supplier positioned for a recovery in its core end markets. The company is also increasing its exposure…