Position in KLAC
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$679,078,436
+$60,897,981 QoQ
Shares Held
461,202
-9.3% QoQ
Ownership
0.353%
of shares outstanding
% of Portfolio
1.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $2,458,713,150 across 12 Semiconductor Equipment & Materials names. KLAC ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
6,904,206 | $1,475,152,653 | |
| 2 | KLAC |
Kla Corp
This page
|
461,202 | $679,078,436 | |
| 3 | ASML |
Asml Holding NV
|
154,570 | $204,160,693 | |
| 4 | ACLS |
Axcelis Technologies Inc
|
334,786 | $31,161,880 | |
| 5 | ONTO |
Onto Innovation Inc.
|
136,474 | $27,986,723 | |
| 6 | ENTG |
Entegris Inc
|
120,864 | $14,170,095 | |
| 7 | VECO |
Veeco Instruments Inc
|
365,022 | $12,359,644 | |
| 8 | AMAT |
Applied Materials Inc /De
|
21,315 | $7,285,253 |
All Filings in KLAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $679,078,436 | 461,202 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $618,180,455 | 508,757 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $473,075,038 | 438,601 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $506,140,574 | 565,053 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $376,365,831 | 553,642 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $344,901,853 | 547,359 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $426,637,957 | 550,920 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $572,036,792 | 693,790 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $462,083,796 | 661,471 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $314,822,197 | 541,583 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $239,252,650 | 521,634 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $264,169,538 | 544,657 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $206,652,704 | 517,706 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $196,297,653 | 520,642 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $125,921,619 | 416,091 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $133,653,677 | 418,872 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $150,352,921 | 410,733 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $159,240,485 | 370,232 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $123,644,262 | 369,628 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $97,079,172 | 299,433 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $78,064,599 | 236,273 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $2,194,780 | 8,477 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,584,211 | 8,177 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,132,084 | 10,963 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,922,234 | 20,330 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||