MARCO INVESTMENT MANAGEMENT LLC

Position in KLAC — Kla Corp

CIK 1080493 ATLANTA, GA

Position in KLAC

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$66,080,524

+$31,428,828 QoQ

Shares Held

219,020

-6.9% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

4.53%

of 13F equity value

Holder Rank

#318

of 2,471 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Technology · as of Jun 30, 2026

MARCO INVESTMENT MANAGEMENT LLC holds $90,069,019 across 5 Semiconductor Equipment & Materials names. KLAC ranks #1 (73.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	219,020	$66,080,524
2	LRCX	Lam Research Corp	50,270	$21,783,499
3	Q	Qnity Electronics, Inc.	6,962	$1,136,964
4	AMAT	Applied Materials Inc /De	1,103	$797,469
5	ASML	Asml Holding NV	136	$270,563

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$66,080,524	219,020	+830.7%	Shares	Sole	2026-08-03
2026-03-31	$34,651,696	23,534	-1.7%	Shares	Sole	2026-05-08
2025-12-31	$29,097,520	23,947	-1.4%	Shares	Sole	2026-02-04
2025-09-30	$26,186,250	24,278	+0.0%	Shares	Sole	2025-11-04
2025-06-30	$21,740,505	24,271	+0.1%	Shares	Sole	2025-08-06
2025-03-31	$16,489,908	24,257	+2.7%	Shares	Sole	2025-05-07
2024-12-31	$14,888,475	23,628	+0.0%	Shares	Sole	2025-02-07
2024-09-30	$18,289,240	23,617	+1.4%	Shares	Sole	2024-11-12
2024-06-30	$19,202,013	23,289	+0.1%	Shares	Sole	2024-08-07
2024-03-31	$16,250,135	23,262	-0.6%	Shares	Sole	2024-05-09
2023-12-31	$13,604,745	23,404	-0.1%	Shares	Sole	2024-02-05
2023-09-30	$10,748,697	23,435	+7.2%	Shares	Sole	2023-11-07
2023-06-30	$10,600,112	21,855	+0.4%	Shares	Sole	2023-08-14
2023-03-31	$8,691,926	21,775	-27.6%	Shares	Sole	2023-05-11
2022-12-31	$11,339,177	30,075	-13.8%	Shares	Sole	2023-02-13
2022-09-30	$10,561,787	34,900	+10.7%	Shares	Sole	2022-11-14
2022-06-30	$10,063,783	31,540	+3.8%	Shares	Sole	2022-08-05
2022-03-31	$11,122,733	30,385	+20.5%	Shares	Sole	2022-05-11
2021-12-31	$10,846,513	25,218	+68.8%	Shares	Sole	2022-02-14
2021-09-30	$4,998,582	14,943	+66.9%	Shares	Sole	2021-11-10
2021-06-30	$2,902,652	8,953	—	Shares	Sole	2021-08-11
No filing history on record for this holder in this stock.