SCS Capital Management LLC

Position in KLAC — Kla Corp

CIK 1303159 BOSTON, MA

Position in KLAC

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,427,123

+$1,763,300 QoQ

Shares Held

11,359

+0.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#966

of 2,471 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Technology · as of Jun 30, 2026

SCS Capital Management LLC holds $7,250,517 across 6 Semiconductor Equipment & Materials names. KLAC ranks #1 (47.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	11,359	$3,427,123
2	LRCX	Lam Research Corp	3,024	$1,310,389
3	AMAT	Applied Materials Inc /De	1,568	$1,133,664
4	ASML	Asml Holding NV	543	$1,080,265
5	Q	Qnity Electronics, Inc.	1,298	$211,976
6	ATOM	Atomera Inc	10,000	$87,100

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,427,123	11,359	+905.2%	Shares	Sole	2026-08-06
2026-03-31	$1,663,823	1,130	-6.6%	Shares	Sole	2026-05-11
2025-12-31	$1,470,246	1,210	+3.8%	Shares	Sole	2026-02-10
2025-09-30	$1,257,647	1,166	-4.6%	Shares	Sole	2025-11-13
2025-06-30	$1,094,594	1,222	-18.6%	Shares	Sole	2025-08-13
2025-03-31	$1,020,379	1,501	—	Shares	Sole	2025-05-19
No filing history on record for this holder in this stock.