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COHR position history

The shares of Coherent (COHR) that Atreides Management, LP reported in each quarter’s 13F.

Equity, COM

Shares held by quarter

New Add Reduce Exit

  1. 2023 Q3: 178,293 shares, $5.8M, 0.19% of portfolio, New
  2. 2023 Q4: 561,056 shares, $24M, 0.80% of portfolio, Add +214.7%
  3. 2024 Q1: not held, Exit
  4. 2024 Q2: not held
  5. 2024 Q3: not held
  6. 2024 Q4: not held
  7. 2025 Q1: not held
  8. 2025 Q2: not held
  9. 2025 Q3: 913,778 shares, $98M, 1.9% of portfolio, New
  10. 2025 Q4: 1,235,246 shares, $228M, 2.8% of portfolio, Add +35.2%
  11. 2026 Q1: 631,159 shares, $150M, 3.0% of portfolio, Reduce −48.9%
  12. 2026 Q2: 642,101 shares, $253M, 1.8% of portfolio, Add +1.7%
Holdings date Value % of holdings Shares Filing date All 13F holders