Position in KLAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$49,332,602
+$28,146,095 QoQ
Shares Held
163,510
+13.6% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#355
of 2,466 holders
Holding Since
Dec 2023
11 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, 2026&PARTNERS holds $306,922,551 across 13 Semiconductor Equipment & Materials names. KLAC ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
181,284 | $131,068,332 | |
| 2 | LRCX |
Lam Research Corp
|
137,597 | $59,624,908 | |
| 3 | KLAC |
Kla Corp
This page
|
163,510 | $49,332,602 | |
| 4 | ASML |
Asml Holding NV
|
22,290 | $44,344,615 | |
| 5 | TER |
Teradyne, Inc
|
12,134 | $5,870,914 | |
| 6 | Q |
Qnity Electronics, Inc.
|
31,312 | $5,113,562 | |
| 7 | ENTG |
Entegris Inc
|
20,889 | $3,757,095 | |
| 8 | FORM |
Formfactor Inc
|
18,342 | $2,933,436 |
All Filings in KLAC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,332,602 | 163,510 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,186,507 | 14,389 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $16,395,074 | 13,493 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,056,590 | 11,178 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,012,394 | 8,945 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,203,217 | 4,712 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,393,825 | 3,799 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,862,993 | 3,697 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,206,258 | 1,463 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $505,764 | 724 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $244,727 | 421 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||