Position in KLAC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,894,002
+$1,128,583 QoQ
Shares Held
9,592
-20.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,015
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, 2026NorthCoast Asset Management LLC holds $88,482,087 across 7 Semiconductor Equipment & Materials names. KLAC ranks #3 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
134,134 | $58,124,286 | |
| 2 | AMAT |
Applied Materials Inc /De
|
32,776 | $23,697,048 | |
| 3 | KLAC |
Kla Corp
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|
9,592 | $2,894,002 | |
| 4 | TER |
Teradyne, Inc
|
5,390 | $2,607,897 | |
| 5 | ASML |
Asml Holding NV
|
293 | $582,905 | |
| 6 | ENTG |
Entegris Inc
|
2,019 | $363,137 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
1,591 | $212,812 |
All Filings in KLAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,894,002 | 9,592 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,765,419 | 1,199 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,659,799 | 1,366 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $15,659,114 | 14,518 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $12,417,643 | 13,863 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,104,646 | 4,567 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $2,827,348 | 4,487 | Shares | Sole | 2025-08-25 | |
| 2024-09-30 | $3,556,865 | 4,593 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,502,387 | 3,035 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,253,933 | 1,795 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $953,332 | 1,640 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $853,566 | 1,861 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $956,944 | 1,973 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $792,751 | 1,986 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $788,369 | 2,091 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $634,009 | 2,095 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $700,380 | 2,195 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $832,786 | 2,275 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,805,601 | 4,198 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $868,387 | 2,596 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,143,164 | 3,526 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,296,159 | 3,923 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $1,086,904 | 4,198 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $891,785 | 4,603 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $929,225 | 4,778 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,090,842 | 7,589 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||