Waterloo Capital, L.P.

Position in KLAC — Kla Corp

CIK 1730942 Austin, TX

Position in KLAC

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,700,437

+$937,729 QoQ

Shares Held

5,636

+8.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#1,223

of 2,471 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Waterloo Capital, L.P. holds $20,822,951 across 5 Semiconductor Equipment & Materials names. KLAC ranks #4 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	6,498	$12,927,380
2	AMAT	Applied Materials Inc /De	4,208	$3,042,384
3	LRCX	Lam Research Corp	6,417	$2,780,678
4	KLAC	Kla Corp This page	5,636	$1,700,437
5	TER	Teradyne, Inc	769	$372,072

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,700,437	5,636	+988.0%	Shares	Sole	2026-07-29
2026-03-31	$762,708	518	+33.5%	Shares	Sole	2026-05-12
2025-12-31	$471,451	388	-7.4%	Shares	Sole	2026-02-10
2025-09-30	$451,933	419	+11.4%	Shares	Sole	2025-11-05
2025-06-30	$336,798	376	—	Shares	Sole	2025-08-12
No filing history on record for this holder in this stock.