L2 Asset Management, LLC

Position in KLAC — Kla Corp

CIK 1686988 Wayland, MA

Position in KLAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,259,807

+$1,215,869 QoQ

Shares Held

7,490

+5.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#1,121

of 2,471 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

L2 Asset Management, LLC holds $17,072,712 across 6 Semiconductor Equipment & Materials names. KLAC ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	23,182	$10,045,456
2	AMAT	Applied Materials Inc /De	4,656	$3,366,288
3	KLAC	Kla Corp This page	7,490	$2,259,807
4	IPGP	Ipg Photonics Corp	5,762	$675,997
5	TER	Teradyne, Inc	893	$432,069
6	PLAB	Photronics Inc	9,010	$293,095

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,259,807	7,490	+956.4%	Shares	Sole	2026-08-13
2026-03-31	$1,043,938	709	+6.9%	Shares	Sole	2026-05-15
2025-12-31	$805,598	663	+6.9%	Shares	Sole	2026-02-17
2025-09-30	$668,732	620	+4.2%	Shares	Sole	2025-11-14
2025-06-30	$532,965	595	+4.4%	Shares	Sole	2025-08-14
2025-03-31	$387,486	570	-26.0%	Shares	Sole	2025-05-15
2024-12-31	$485,192	770	-62.4%	Shares	Sole	2025-02-14
2024-09-30	$1,584,442	2,046	-29.6%	Shares	Sole	2024-11-14
2024-06-30	$2,396,026	2,906	-39.6%	Shares	Sole	2024-08-14
2024-03-31	$3,363,614	4,815	+4.1%	Shares	Sole	2024-05-15
2023-12-31	$2,689,093	4,626	+1416.7%	Shares	Sole	2024-02-13
2023-09-30	$139,891	305	-92.6%	Shares	Sole	2023-11-08
2023-06-30	$2,007,012	4,138	+56.4%	Shares	Sole	2023-08-11
2023-03-31	$1,056,203	2,646	+155.2%	Shares	Sole	2023-05-12
2022-03-31	$379,604	1,037	-63.6%	Shares	Sole	2022-05-16
2021-12-31	$1,225,813	2,850	+12.1%	Shares	Sole	2022-02-10
2021-09-30	$850,658	2,543	-62.7%	Shares	Sole	2021-11-12
2021-06-30	$2,207,870	6,810	-2.0%	Shares	Sole	2021-08-16
2021-03-31	$2,296,940	6,952	-24.4%	Shares	Sole	2021-05-17
2020-12-31	$2,381,713	9,199	-11.4%	Shares	Sole	2021-02-12
2020-09-30	$2,011,602	10,383	-11.8%	Shares	Sole	2020-11-16
2020-06-30	$2,290,585	11,778	-22.7%	Shares	Sole	2020-08-13
2020-03-31	$2,190,885	15,242	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.