Position in KLAC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$183,242,059
+$61,104,178 QoQ
Shares Held
607,345
-26.8% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
6.29%
of 13F equity value
Holder Rank
#179
of 2,471 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Cornerstone Investment Partners, LLC holds $347,657,313 across 10 Semiconductor Equipment & Materials names. KLAC ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
This page
|
607,345 | $183,242,059 | |
| 2 | AMAT |
Applied Materials Inc /De
|
218,915 | $158,275,545 | |
| 3 | ACMR |
ACM Research, Inc.
|
14,049 | $1,782,677 | |
| 4 | ONTO |
Onto Innovation Inc.
|
4,099 | $1,551,266 | |
| 5 | UCTT |
Ultra Clean Holdings, Inc.
|
4,224 | $602,300 | |
| 6 | ICHR |
Ichor Holdings, Ltd.
|
5,294 | $594,410 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
3,958 | $529,422 | |
| 8 | ACLS |
Axcelis Technologies Inc
|
2,485 | $470,783 |
All Filings in KLAC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $183,242,059 | 607,345 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $122,137,881 | 82,951 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $117,675,637 | 96,846 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $104,054,699 | 96,472 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $86,559,834 | 96,635 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $66,279,140 | 97,498 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $42,562,715 | 67,547 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $44,726,823 | 57,756 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $55,363,372 | 67,147 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $47,772,408 | 68,386 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $39,932,403 | 68,695 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $32,093,357 | 69,972 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $34,825,406 | 71,802 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $28,685,553 | 71,863 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $33,977,566 | 90,119 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $32,755,460 | 108,236 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $31,190,070 | 97,750 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $35,530,881 | 97,063 | Shares | Sole | 2022-04-29 | |
| No filing history on record for this holder in this stock. | ||||||