Position in KLAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$320,381,020
+$172,738,053 QoQ
Shares Held
1,061,884
+5.9% QoQ
Ownership
0.081%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#125
of 2,471 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 81%
Shared 7%
None 12%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Cerity Partners LLC holds $1,042,290,551 across 21 Semiconductor Equipment & Materials names. KLAC ranks #1 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
This page
|
1,061,884 | $320,381,020 | |
| 2 | LRCX |
Lam Research Corp
|
485,639 | $210,441,944 | |
| 3 | AMAT |
Applied Materials Inc /De
|
260,363 | $188,242,449 | |
| 4 | ASML |
Asml Holding NV
|
94,239 | $187,482,825 | |
| 5 | TER |
Teradyne, Inc
|
186,605 | $90,286,961 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
128,987 | $11,122,547 | |
| 7 | ONTO |
Onto Innovation Inc.
|
21,125 | $7,994,755 | |
| 8 | Q |
Qnity Electronics, Inc.
|
48,751 | $7,961,524 |
All Filings in KLAC
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,381,020 | 1,061,884 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $147,642,967 | 100,273 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $123,766,832 | 101,859 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $98,653,070 | 91,464 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $82,437,639 | 92,033 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $60,948,148 | 89,656 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $53,829,261 | 85,427 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $67,492,154 | 87,153 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $64,925,215 | 78,744 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $53,579,620 | 76,699 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $37,293,882 | 64,156 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $18,585,361 | 40,521 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,181,722 | 33,363 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $11,241,026 | 28,161 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $10,185,842 | 27,016 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $430,945 | 1,424 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $432,672 | 1,356 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $384,948 | 895 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||