KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
Position in KLAC — Kla Corp
CIK 1021223
LOS ANGELES, CA
Position in KLAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$98,711,365
+$53,160,890 QoQ
Shares Held
327,173
+5.8% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#263
of 2,471 holders
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 47%
Shared 50%
None 3%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC holds $176,941,939 across 8 Semiconductor Equipment & Materials names. KLAC ranks #1 (55.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
This page
|
327,173 | $98,711,365 | |
| 2 | AMAT |
Applied Materials Inc /De
|
55,967 | $40,464,141 | |
| 3 | LRCX |
Lam Research Corp
|
42,247 | $18,306,892 | |
| 4 | ASML |
Asml Holding NV
|
4,936 | $9,819,875 | |
| 5 | TER |
Teradyne, Inc
|
19,895 | $9,625,996 | |
| 6 | Q |
Qnity Electronics, Inc.
|
59 | $9,635 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
40 | $3,449 | |
| 8 | IPGP |
Ipg Photonics Corp
|
5 | $586 |
All Filings in KLAC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,711,365 | 327,173 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $45,550,475 | 30,936 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $19,992,926 | 16,454 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $20,609,888 | 19,108 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $23,101,134 | 25,790 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $18,862,410 | 27,747 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $16,554,512 | 26,272 | Shares | Sole | 2025-02-21 | |
| 2024-09-30 | $19,378,061 | 25,023 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $20,138,656 | 24,425 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $12,910,970 | 18,482 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $9,946,624 | 17,111 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $7,375,252 | 16,080 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,439,984 | 11,216 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,197 | 3 | Shares | Sole | 2023-05-16 | |
| 2020-12-31 | $776 | 3 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||