Position in KLAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$7,169,534
+$3,659,309 QoQ
Shares Held
23,763
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.55%
of 13F equity value
Holder Rank
#755
of 2,471 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026THOROUGHBRED FINANCIAL SERVICES, LLC holds $30,745,301 across 8 Semiconductor Equipment & Materials names. KLAC ranks #3 (23.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
23,376 | $10,129,522 | |
| 2 | ASML |
Asml Holding NV
|
4,004 | $7,965,717 | |
| 3 | KLAC |
Kla Corp
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|
23,763 | $7,169,534 | |
| 4 | UCTT |
Ultra Clean Holdings, Inc.
|
14,055 | $2,004,102 | |
| 5 | AMAT |
Applied Materials Inc /De
|
2,388 | $1,726,524 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
10,182 | $1,143,234 | |
| 7 | FORM |
Formfactor Inc
|
2,229 | $356,483 | |
| 8 | COHU |
Cohu Inc
|
3,385 | $250,185 |
All Filings in KLAC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,169,534 | 23,763 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,510,225 | 2,384 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,928,342 | 2,410 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,609,133 | 2,419 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,831,788 | 2,045 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,772,918 | 2,608 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,679,269 | 2,665 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,169,896 | 2,802 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,729,128 | 3,310 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,691,237 | 2,421 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,239,167 | 3,852 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,012,600 | 4,388 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,806,214 | 3,724 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,400,687 | 3,509 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $1,549,593 | 4,110 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,005,034 | 3,321 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $1,241,221 | 3,890 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,304,271 | 3,563 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $1,563,879 | 3,636 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,114,587 | 3,332 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $1,068,271 | 3,295 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $1,096,597 | 3,319 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||