LYELL WEALTH MANAGEMENT, LP

Position in KLAC — Kla Corp

CIK 1686444 MENLO PARK, CA

Position in KLAC

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$322,829

New position

Shares Held

1,070

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,988

of 2,471 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

LYELL WEALTH MANAGEMENT, LP holds $43,105,638 across 4 Semiconductor Equipment & Materials names. KLAC ranks #4 (0.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	19,930	$39,649,537
2	LRCX	Lam Research Corp	4,446	$1,926,585
3	AMAT	Applied Materials Inc /De	1,669	$1,206,687
4	KLAC	Kla Corp This page	1,070	$322,829

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$322,829	1,070	—	Shares	Sole	2026-08-05
No filing history on record for this holder in this stock.