Position in KLAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,333,327
+$3,370,605 QoQ
Shares Held
17,677
+32.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#840
of 2,471 holders
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Waverly Advisors, LLC holds $97,237,245 across 10 Semiconductor Equipment & Materials names. KLAC ranks #4 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
93,909 | $40,693,586 | |
| 2 | AMAT |
Applied Materials Inc /De
|
43,381 | $31,364,463 | |
| 3 | ASML |
Asml Holding NV
|
7,335 | $14,592,541 | |
| 4 | KLAC |
Kla Corp
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|
17,677 | $5,333,327 | |
| 5 | TER |
Teradyne, Inc
|
4,168 | $2,016,645 | |
| 6 | Q |
Qnity Electronics, Inc.
|
9,638 | $1,573,981 | |
| 7 | AMKR |
Amkor Technology, Inc.
|
7,201 | $620,942 | |
| 8 | ONTO |
Onto Innovation Inc.
|
1,263 | $477,982 |
All Filings in KLAC
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,333,327 | 17,677 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,962,722 | 1,333 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,410,707 | 1,161 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $997,705 | 925 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $678,075 | 757 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $488,096 | 718 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $443,604 | 704 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $258,895 | 314 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $219,350 | 314 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||