LOGAN CAPITAL MANAGEMENT INC

Position in KLAC — Kla Corp

CIK 1121330 Newtown Square, PA

Back to KLAC Full portfolio

Position in KLAC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$110,730,284

+$110,730,284 QoQ

Shares Held

367,009

Ownership

0.028%

of shares outstanding

% of Portfolio

4.40%

of 13F equity value

Holder Rank

#242

of 2,471 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Common Shares in KLAC Over Time

Shares Held

Position Value (USD)

Derivatives in KLAC

reported options exposure · as of Mar 31, 2026

CallValue

CallShares

PutValue

$62,090,056

PutShares

421,690

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

LOGAN CAPITAL MANAGEMENT INC holds $126,077,498 across 6 Semiconductor Equipment & Materials names. KLAC ranks #1 (87.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	367,009	$110,730,284
2	ASML	Asml Holding NV	4,944	$9,835,790
3	Q	Qnity Electronics, Inc.	15,706	$2,564,945
4	IPGP	Ipg Photonics Corp	21,457	$2,517,334
5	LRCX	Lam Research Corp	982	$425,530
6	AMAT	Applied Materials Inc /De	5	$3,615

All Filings in KLAC

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$110,730,284	367,009	+578.8%	Shares	Other	2026-08-14
2026-03-31	$62,090,056	42,169	—	Put	Other	2026-05-08
2025-12-31	$65,698,160	54,069	+0.8%	Shares	Sole	2026-02-12
2025-09-30	$57,839,924	53,625	+5.4%	Shares	Other	2025-11-14
2025-06-30	$45,579,729	50,885	-8.0%	Shares	Other	2025-08-01
2025-03-31	$37,596,339	55,305	+0.2%	Shares	Other	2025-05-16
2024-12-31	$34,792,705	55,216	-11.0%	Shares	Sole	2025-02-14
2024-09-30	$48,028,133	62,019	-1.3%	Shares	Other	2024-12-06
2024-06-30	$51,783,350	62,805	-10.0%	Shares	Sole	2024-08-14
2024-03-31	$48,771,362	69,816	-1.4%	Shares	Sole	2024-05-13
2023-12-31	$41,162,434	70,811	-11.2%	Shares	Sole	2024-02-14
2023-09-30	$36,572,171	79,737	-4.4%	Shares	Sole	2023-11-14
2023-06-30	$40,471,523	83,443	-5.2%	Shares	Sole	2023-08-14
2023-03-31	$35,116,581	87,974	+0.1%	Shares	Sole	2023-05-12
2022-12-31	$33,145,838	87,913	+0.8%	Shares	Sole	2023-02-14
2022-09-30	$26,390,848	87,205	-0.4%	Shares	Sole	2022-11-14
2022-06-30	$27,951,088	87,599	-1.0%	Shares	Sole	2022-08-11
2022-03-31	$32,390,086	88,483	+0.1%	Shares	Sole	2022-05-16
2021-12-31	$38,004,089	88,359	+0.0%	Shares	Sole	2022-02-14
2021-09-30	$29,554,292	88,351	-2.4%	Shares	Sole	2021-11-12
2021-06-30	$29,348,136	90,522	+2.1%	Shares	Sole	2021-08-17
2021-03-31	$29,299,871	88,680	-0.4%	Shares	Sole	2021-05-14
2020-12-31	$23,055,157	89,047	+7.9%	Shares	Sole	2021-02-12
2020-09-30	$15,993,042	82,549	-8.4%	Shares	Sole	2020-11-13
2020-06-30	$17,527,510	90,125	-8.5%	Shares	Sole	2020-08-14
2020-03-31	$14,163,277	98,534	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.