Position in KLAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$276,016,376
+$136,205,157 QoQ
Shares Held
914,840
-3.7% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#142
of 2,471 holders
Holding Since
Mar 2020
26 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, 2026ADAGE CAPITAL PARTNERS GP, L.L.C. holds $1,493,293,903 across 9 Semiconductor Equipment & Materials names. KLAC ranks #3 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
1,185,720 | $513,808,047 | |
| 2 | AMAT |
Applied Materials Inc /De
|
567,726 | $410,465,898 | |
| 3 | KLAC |
Kla Corp
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|
914,840 | $276,016,376 | |
| 4 | ASML |
Asml Holding NV
|
75,000 | $149,207,992 | |
| 5 | TER |
Teradyne, Inc
|
139,524 | $67,507,292 | |
| 6 | Q |
Qnity Electronics, Inc.
|
161,600 | $26,390,896 | |
| 7 | FORM |
Formfactor Inc
|
150,000 | $23,989,500 | |
| 8 | NVMI |
Nova Ltd.
|
30,000 | $16,288,200 |
All Filings in KLAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,016,376 | 914,840 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $139,811,219 | 94,954 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $127,405,998 | 104,854 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $96,916,524 | 89,854 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $90,876,405 | 101,454 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $69,104,389 | 101,654 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $66,070,602 | 104,854 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $67,118,114 | 86,670 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $106,501,956 | 129,170 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $72,071,466 | 103,170 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $39,859,741 | 68,570 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $52,732,140 | 114,970 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $60,952,463 | 125,670 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $50,962,033 | 127,670 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $44,553,635 | 118,170 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $35,852,576 | 118,470 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $42,108,987 | 131,970 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $54,495,352 | 148,870 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $61,535,837 | 143,070 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $50,534,425 | 151,070 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $51,312,716 | 158,270 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $50,640,408 | 153,270 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $42,272,235 | 163,270 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $32,271,271 | 166,570 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $39,745,877 | 204,370 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $78,533,211 | 546,356 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||