Position in KLAC
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$474,713,531
+$273,423,305 QoQ
Shares Held
1,573,410
+15.1% QoQ
Ownership
0.120%
of shares outstanding
% of Portfolio
2.77%
of 13F equity value
Holder Rank
#97
of 2,471 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, 2026USS Investment Management Ltd holds $758,359,958 across 14 Semiconductor Equipment & Materials names. KLAC ranks #1 (62.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
This page
|
1,573,410 | $474,713,531 | |
| 2 | AMAT |
Applied Materials Inc /De
|
150,041 | $108,479,643 | |
| 3 | LRCX |
Lam Research Corp
|
236,445 | $102,458,711 | |
| 4 | ENTG |
Entegris Inc
|
124,279 | $22,352,820 | |
| 5 | TER |
Teradyne, Inc
|
32,936 | $15,935,754 | |
| 6 | ASML |
Asml Holding NV
|
6,100 | $12,135,583 | |
| 7 | Q |
Qnity Electronics, Inc.
|
53,040 | $8,661,962 | |
| 8 | NVMI |
Nova Ltd.
|
13,023 | $7,070,707 |
All Filings in KLAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $474,713,531 | 1,573,410 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $201,290,226 | 136,708 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $28,815,622 | 23,715 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $25,578,999 | 23,715 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,242,474 | 23,715 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,969,181 | 23,491 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $19,388,162 | 30,769 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $24,815,968 | 32,045 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $28,708,613 | 34,819 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,654,631 | 35,293 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $20,108,329 | 34,592 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $16,219,134 | 35,362 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $16,744,345 | 34,523 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $14,337,787 | 35,919 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,147,330 | 11,000 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,328,930 | 11,000 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $7,089,000 | 22,217 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $9,061,449 | 24,754 | Shares | Sole | 2022-07-18 | |
| 2021-12-31 | $19,366,562 | 45,027 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $15,061,981 | 45,027 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $7,207,512 | 22,231 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $7,345,122 | 22,231 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $5,755,828 | 22,231 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $5,818,205 | 30,031 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $5,840,428 | 30,031 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,552,392 | 10,800 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||