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COHR position history

The shares of Coherent (COHR) that Sachem Head Capital Management LP reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q2: 831,900 shares, $60M, 3.0% of portfolio, New
  2. 2024 Q3: 823,500 shares, $73M, 3.8% of portfolio, Reduce −1.0%
  3. 2024 Q4: 1,131,500 shares, $107M, 5.9% of portfolio, Add +37.4%
  4. 2025 Q1: 2,775,000 shares, $180M, 7.2% of portfolio, Add +145.2%
  5. 2025 Q2: 2,272,500 shares, $203M, 6.3% of portfolio, Reduce −18.1%
  6. 2025 Q3: 2,035,000 shares, $219M, 6.2% of portfolio, Reduce −10.5%
  7. 2025 Q4: 1,610,000 shares, $297M, 7.0% of portfolio, Reduce −20.9%
  8. 2026 Q1: 965,000 shares, $230M, 5.5% of portfolio, Reduce −40.1%
  9. 2026 Q2: not held, Exit
Holdings date Value % of holdings Shares Filing date All 13F holders