Position in KLAC
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$16,371,689
+$8,706,323 QoQ
Shares Held
54,263
+4.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#549
of 2,471 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $119,578,724 across 19 Semiconductor Equipment & Materials names. KLAC ranks #3 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
54,921 | $39,707,883 | |
| 2 | LRCX |
Lam Research Corp
|
67,276 | $29,152,709 | |
| 3 | KLAC |
Kla Corp
This page
|
54,263 | $16,371,689 | |
| 4 | ASML |
Asml Holding NV
|
5,611 | $11,162,747 | |
| 5 | ONTO |
Onto Innovation Inc.
|
21,878 | $8,279,729 | |
| 6 | TER |
Teradyne, Inc
|
9,114 | $4,409,717 | |
| 7 | Q |
Qnity Electronics, Inc.
|
14,255 | $2,327,984 | |
| 8 | AMKR |
Amkor Technology, Inc.
|
16,104 | $1,388,647 |
All Filings in KLAC
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,371,689 | 54,263 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $7,665,366 | 5,206 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $5,534,689 | 4,555 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,596,052 | 3,334 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,737,381 | 3,056 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,990,454 | 2,928 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,676,749 | 2,661 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,593,735 | 2,058 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,443,717 | 1,751 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,222,497 | 1,750 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,632,871 | 2,809 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $782,473 | 1,706 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $773,606 | 1,595 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $505,349 | 1,266 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $476,188 | 1,263 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $309,893 | 1,024 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $366,622 | 1,149 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $338,239 | 924 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $298,926 | 695 | Shares | Sole | 2022-02-22 | |
| No filing history on record for this holder in this stock. | ||||||