Position in KLAC
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$875,869,862
+$326,532,833 QoQ
Shares Held
2,903,019
-22.2% QoQ
Ownership
0.222%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#66
of 2,471 holders
Holding Since
Mar 2020
26 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, 2026TD Asset Management Inc holds $2,906,507,147 across 18 Semiconductor Equipment & Materials names. KLAC ranks #2 (30.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
2,721,682 | $1,179,386,461 | |
| 2 | KLAC |
Kla Corp
This page
|
2,903,019 | $875,869,862 | |
| 3 | AMAT |
Applied Materials Inc /De
|
877,158 | $634,185,234 | |
| 4 | TER |
Teradyne, Inc
|
244,228 | $118,167,275 | |
| 5 | ENTG |
Entegris Inc
|
269,479 | $48,468,492 | |
| 6 | Q |
Qnity Electronics, Inc.
|
135,308 | $22,097,149 | |
| 7 | NVMI |
Nova Ltd.
|
14,726 | $7,995,334 | |
| 8 | ASML |
Asml Holding NV
|
3,390 | $6,744,201 |
All Filings in KLAC
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $875,869,862 | 2,903,019 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $549,337,029 | 373,087 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $503,141,540 | 414,081 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $484,323,757 | 449,030 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $400,724,516 | 447,367 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $194,967,319 | 286,801 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $177,745,509 | 282,082 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $553,820,084 | 715,151 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $706,648,768 | 857,053 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $655,416,536 | 938,226 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $580,008,350 | 997,778 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $319,195,253 | 695,930 | Shares | Defined | 2023-10-27 | |
| 2023-06-30 | $327,417,600 | 675,060 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $263,050,235 | 658,993 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $273,941,325 | 726,577 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $196,005,884 | 647,675 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $135,858,839 | 425,783 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $162,662,421 | 444,360 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $196,023,491 | 455,752 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $119,587,658 | 357,501 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $116,823,561 | 360,333 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $120,826,949 | 365,699 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $96,588,446 | 373,058 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $66,494,474 | 343,215 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $59,998,829 | 308,509 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $40,375,128 | 280,890 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||