Investigate / reported ownership
COHR
Coherent Corp
4 tracked reported owners · snapshot updated 2026-10-04. Delayed disclosures, not live holdings or an investment recommendation.
Who reports owning COHR?
Select a manager to inspect their portfolio. Reports may cover different quarters; portfolio weights describe disclosed long 13F holdings, not total economic exposure.
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Dodge & Cox Funds | 0.1% | 16q | $215M | 544,160 |
| 2 | Joel Greenblatt | <0.1% | 16q | $64M | 161,095 |
| 3 | First Eagle Investment Management | <0.1% | 16q | $1M | 3,169 |
| 4 | Lee Ainslie | <0.1% | 6q | $914K | 2,318 |
Go beyond ownership.
Coherent develops, manufactures and markets lasers, transceivers, optical and optoelectronic devices, modules, systems and engineered materials for datacenter, communications and industrial markets, so customers pay for photonic components and systems.
Question to investigate: Can Coherent turn reported AI datacenter demand and capacity investment into durable, well-executed supply, given its competitive, acquisition and execution risks?
Company research reviewed 2026-10-02; a dated source-linked starting point, not the investors’ stated reasons.
Understand the business and investment case →Filing dates and original SEC sources
Reported position changes
Net disclosed share changes—not individual trades or execution dates. NEW has no prior-position percentage comparison; EXIT weight refers to the previous report.
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | EXIT | 0.3% | -100% | $0 | Aug 14, 2026 |
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Long US 13F disclosures omit shorts and can be amended. CUSIP 19247G107. No current price, valuation or manager motive is inferred.