Position in KLAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$26,948,435
-$22,481,841 QoQ
Shares Held
89,319
-73.4% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#442
of 2,471 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026MARSICO CAPITAL MANAGEMENT LLC holds $225,338,412 across 3 Semiconductor Equipment & Materials names. KLAC ranks #2 (12.0% of the industry book) .
All Filings in KLAC
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,948,435 | 89,319 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $49,430,276 | 33,571 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $45,320,053 | 37,298 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $40,229,622 | 37,298 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $19,230,642 | 21,469 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $14,594,626 | 21,469 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $13,528,046 | 21,469 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $16,625,808 | 21,469 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $17,701,405 | 21,469 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $14,997,599 | 21,469 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $12,479,929 | 21,469 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $11,426,137 | 24,912 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $14,604,922 | 30,112 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $12,019,807 | 30,112 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $8,084,654 | 21,443 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,476,282 | 21,400 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $21,979,825 | 68,885 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||