THAMES CAPITAL MANAGEMENT LLC

Position in KLAC — Kla Corp

CIK 1714267 Roseland, NJ

Position in KLAC

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$28,577,971

New position

Shares Held

94,720

first reported quarter

Ownership

0.007%

of shares outstanding

% of Portfolio

2.40%

of 13F equity value

Holder Rank

#435

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

THAMES CAPITAL MANAGEMENT LLC holds $73,901,835 across 4 Semiconductor Equipment & Materials names. KLAC ranks #1 (38.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	94,720	$28,577,971
2	AMAT	Applied Materials Inc /De	28,138	$20,343,774
3	AMKR	Amkor Technology, Inc.	177,301	$15,288,665
4	LRCX	Lam Research Corp	22,365	$9,691,425

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,577,971	94,720	—	Shares	Sole	2026-08-12
No filing history on record for this holder in this stock.