Position in KLAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,454,101
+$14,021,305 QoQ
Shares Held
90,995
-0.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
4.75%
of 13F equity value
Holder Rank
#441
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, 2026Morse Asset Management, Inc holds $44,647,581 across 8 Semiconductor Equipment & Materials names. KLAC ranks #1 (61.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
This page
|
90,995 | $27,454,101 | |
| 2 | LRCX |
Lam Research Corp
|
22,591 | $9,789,358 | |
| 3 | AMAT |
Applied Materials Inc /De
|
3,228 | $2,333,844 | |
| 4 | TER |
Teradyne, Inc
|
3,918 | $1,895,685 | |
| 5 | NVMI |
Nova Ltd.
|
3,351 | $1,819,391 | |
| 6 | Q |
Qnity Electronics, Inc.
|
6,959 | $1,136,474 | |
| 7 | ONTO |
Onto Innovation Inc.
|
415 | $157,056 | |
| 8 | ASML |
Asml Holding NV
|
31 | $61,672 |
All Filings in KLAC
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,454,101 | 90,995 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $13,432,796 | 9,123 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,042,647 | 9,088 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $9,818,495 | 9,103 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,557,004 | 9,553 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $6,904,728 | 10,157 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $6,034,659 | 9,577 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $8,025,210 | 10,363 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $8,776,084 | 10,644 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $7,596,250 | 10,874 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,371,048 | 10,960 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $5,064,982 | 11,043 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,373,051 | 11,078 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,578,080 | 11,469 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $4,774,707 | 12,664 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,270,411 | 14,111 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,513,067 | 14,144 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $5,420,982 | 14,809 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $8,523,059 | 19,816 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,916,478 | 17,687 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $5,641,902 | 17,402 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $5,909,864 | 17,887 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,559,922 | 17,612 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $3,479,570 | 17,960 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,371,310 | 17,335 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,513,581 | 17,487 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||