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Equibles

OAKTOP CAPITAL MANAGEMENT II, L.P.

Position in KLAC — Kla Corp

CIK 1550660 Chatham, NJ
Back to KLAC Full portfolio

Position in KLAC

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$921,340,878
+$463,807,140 QoQ
Shares Held
3,053,730
-1.7% QoQ
Ownership
0.234%
of shares outstanding
% of Portfolio
39.20%
of 13F equity value
Holder Rank
#63
of 2,485 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in KLAC Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

OAKTOP CAPITAL MANAGEMENT II, L.P. holds $1,814,457,407 across 2 Semiconductor Equipment & Materials names. KLAC ranks #1 (50.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 KLAC
Kla Corp
This page 		3,053,730 $921,340,878
2 LRCX
Lam Research Corp
 2,061,054 $893,116,529

All Filings in KLAC

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $921,340,878 3,053,730
2026-03-31 $457,533,738 310,738
2025-12-31 $377,571,529 310,738
2025-09-30 $354,724,575 328,875
2025-06-30 $305,446,444 340,999
2025-03-31 $247,522,657 364,111
2024-12-31 $240,753,099 382,075
2024-09-30 $303,244,242 391,581
2024-06-30 $323,862,580 392,794
2024-03-31 $274,621,838 393,120
2023-12-31 $228,520,656 393,120
2023-09-30 $180,308,419 393,120
2023-06-30 $190,671,062 393,120
2023-03-31 $157,971,527 395,750
2022-12-31 $149,209,622 395,750
2022-09-30 $119,765,822 395,750
2022-06-30 $127,871,310 400,750
2022-03-31 $146,698,545 400,750
2021-12-31 $172,366,582 400,750
2021-09-30 $134,054,882 400,750
2021-06-30 $129,927,157 400,750
2021-03-31 $132,407,800 400,750
2020-12-31 $103,758,182 400,750
2020-09-30 $77,641,305 400,750
2020-06-30 $77,937,860 400,750
2020-03-31 $57,603,805 400,750