Position in KLAC
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$31,066,776
+$21,092,671 QoQ
Shares Held
102,969
+52.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#422
of 2,471 holders
Holding Since
Dec 2021
16 quarters on record
Voting authority
Sole 68%
Shared 0%
None 32%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $188,871,214 across 6 Semiconductor Equipment & Materials names. KLAC ranks #3 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
119,071 | $86,088,333 | |
| 2 | LRCX |
Lam Research Corp
|
159,786 | $69,240,067 | |
| 3 | KLAC |
Kla Corp
This page
|
102,969 | $31,066,776 | |
| 4 | TER |
Teradyne, Inc
|
3,379 | $1,634,895 | |
| 5 | ASML |
Asml Holding NV
|
322 | $640,599 | |
| 6 | Q |
Qnity Electronics, Inc.
|
1,228 | $200,544 |
All Filings in KLAC
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,066,776 | 102,969 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,974,105 | 6,774 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,254,027 | 5,970 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,652,804 | 6,168 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,207,457 | 1,348 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $854,508 | 1,257 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $406,427 | 645 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $518,854 | 670 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $505,424 | 613 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $208,872 | 299 | Shares | Sole | 2024-05-13 | |
| 2023-09-30 | $124,755 | 272 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $131,925 | 272 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $125,738 | 315 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $117,256 | 311 | Shares | Sole | 2023-02-14 | |
| 2022-06-30 | $556,794 | 1,745 | Shares | Sole | 2022-08-03 | |
| 2021-12-31 | $202,151 | 470 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||