Position in KLAC
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$16,087,780
+$14,314,999 QoQ
Shares Held
53,322
+342.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#554
of 2,471 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Arax Advisory Partners holds $100,197,531 across 26 Semiconductor Equipment & Materials names. KLAC ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
32,497 | $23,495,331 | |
| 2 | LRCX |
Lam Research Corp
|
49,337 | $21,379,202 | |
| 3 | KLAC |
Kla Corp
This page
|
53,322 | $16,087,780 | |
| 4 | ASML |
Asml Holding NV
|
7,686 | $15,290,835 | |
| 5 | TER |
Teradyne, Inc
|
16,690 | $8,075,289 | |
| 6 | AMKR |
Amkor Technology, Inc.
|
57,987 | $5,000,219 | |
| 7 | ONTO |
Onto Innovation Inc.
|
6,500 | $2,459,925 | |
| 8 | Q |
Qnity Electronics, Inc.
|
12,754 | $2,082,855 |
All Filings in KLAC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,087,780 | 53,322 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,772,781 | 1,204 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,021,893 | 1,664 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,921,789 | 3,636 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $841,995 | 940 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $611,819 | 900 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $627,599 | 996 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $396,497 | 512 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $471,619 | 572 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $370,241 | 530 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $301,112 | 518 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $215,569 | 470 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $186,247 | 384 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $160,466 | 402 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $161,745 | 429 | Shares | Sole | 2023-02-24 | |
| 2022-09-30 | $136,486 | 451 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $123,483 | 387 | Shares | Sole | 2022-08-22 | |
| 2022-03-31 | $135,076 | 369 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,150 | 5 | Shares | Sole | 2022-02-08 | |
| No filing history on record for this holder in this stock. | ||||||