Position in KLAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,775,563
+$1,002,548 QoQ
Shares Held
5,885
+12.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,212
of 2,471 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Keel Point, LLC holds $11,929,142 across 8 Semiconductor Equipment & Materials names. KLAC ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
8,581 | $3,718,404 | |
| 2 | AMAT |
Applied Materials Inc /De
|
4,683 | $3,385,809 | |
| 3 | KLAC |
Kla Corp
This page
|
5,885 | $1,775,563 | |
| 4 | ASML |
Asml Holding NV
|
669 | $1,330,935 | |
| 5 | AMBA |
Ambarella Inc
|
9,835 | $843,843 | |
| 6 | FORM |
Formfactor Inc
|
2,388 | $381,912 | |
| 7 | TER |
Teradyne, Inc
|
590 | $285,465 | |
| 8 | ACMR |
ACM Research, Inc.
|
1,633 | $207,211 |
All Filings in KLAC
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,775,563 | 5,885 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $773,015 | 525 | Shares | Sole | 2026-06-01 | |
| 2025-12-31 | $989,075 | 814 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $792,771 | 735 | Shares | Sole | 2025-12-16 | |
| 2025-06-30 | $675,387 | 754 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $475,180 | 699 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $402,646 | 639 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $394,949 | 510 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $427,096 | 518 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $309,466 | 443 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $258,678 | 445 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||