CSM Advisors LLC Boosts Stake in Semiconductor Firm Cohu

Hedge fund increases holdings in Cohu, Inc. by 76% in third quarter

Mar. 16, 2026 at 9:09am

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CSM Advisors LLC, a financial advisory firm, has significantly increased its stake in semiconductor company Cohu, Inc. (NASDAQ:COHU) by 76.1% in the third quarter of 2025, according to a disclosure filed with the Securities and Exchange Commission (SEC). The firm now owns 299,118 shares of Cohu's stock, making it one of the company's larger institutional investors.

Why it matters

Cohu is a leading provider of semiconductor test and inspection solutions, serving major chip manufacturers, outsourced assembly and test providers, and electronics OEMs. The increase in CSM Advisors' position suggests the firm sees growth potential in Cohu's business, which could signal broader investor confidence in the semiconductor industry's outlook.

The details

According to the SEC filing, CSM Advisors purchased an additional 129,216 shares of Cohu during the third quarter, bringing its total holdings to 299,118 shares. This represents about 0.64% of Cohu's outstanding stock. The firm cited Cohu's position as a key supplier of critical semiconductor testing equipment as a factor in its investment decision.

  • CSM Advisors LLC increased its Cohu holdings in the third quarter of 2025.

The players

CSM Advisors LLC

A financial advisory firm that has significantly increased its stake in semiconductor company Cohu, Inc.

Cohu, Inc.

A global provider of semiconductor test and inspection solutions, offering a broad portfolio of products designed to support chip manufacturers, outsourced semiconductor assembly and test (OSAT) providers, and electronics original equipment manufacturers (OEMs).

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The takeaway

The increase in CSM Advisors' position in Cohu suggests growing investor confidence in the semiconductor industry's outlook, as Cohu is a key supplier of critical testing equipment to major chip manufacturers and OEMs. This could signal broader positive sentiment around the semiconductor sector's growth prospects.