Position in KLAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$57,599,456
+$31,140,249 QoQ
Shares Held
190,910
+6.2% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#337
of 2,471 holders
Holding Since
Mar 2024
10 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, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $725,853,616 across 10 Semiconductor Equipment & Materials names. KLAC ranks #7 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FORM |
Formfactor Inc
|
1,184,611 | $189,454,837 | |
| 2 | TER |
Teradyne, Inc
|
205,682 | $99,517,178 | |
| 3 | KLIC |
Kulicke & Soffa Industries Inc
|
687,501 | $91,960,133 | |
| 4 | ACMR |
ACM Research, Inc.
|
639,448 | $81,139,556 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
492,608 | $70,240,974 | |
| 6 | AMAT |
Applied Materials Inc /De
|
83,302 | $60,227,346 | |
| 7 | KLAC |
Kla Corp
This page
|
190,910 | $57,599,456 | |
| 8 | LRCX |
Lam Research Corp
|
123,660 | $53,585,587 |
All Filings in KLAC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $57,599,456 | 190,910 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $26,459,207 | 17,970 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $17,676,983 | 14,548 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $18,413,859 | 17,072 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $18,772,918 | 20,958 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $16,243,141 | 23,894 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $12,250,162 | 19,441 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $12,395,980 | 16,007 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,621,337 | 12,882 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $6,985,001 | 9,999 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||