Impax Asset Management Group plc

Position in KLAC — Kla Corp

CIK 1749768 LONDON, X0

Position in KLAC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$749,014,384

+$213,367,823 QoQ

Shares Held

2,482,564

-31.8% QoQ

Ownership

0.190%

of shares outstanding

% of Portfolio

4.81%

of 13F equity value

Holder Rank

#74

of 2,485 holders

Holding Since

Dec 2022

12 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Technology · as of Jun 30, 2026

Impax Asset Management Group plc holds $975,723,786 across 4 Semiconductor Equipment & Materials names. KLAC ranks #1 (76.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	2,482,564	$749,014,384
2	AMAT	Applied Materials Inc /De	242,832	$175,567,536
3	LRCX	Lam Research Corp	66,443	$28,791,745
4	ONTO	Onto Innovation Inc.	59,057	$22,350,121

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$749,014,384	2,482,564	+582.4%	Shares	Defined	2026-08-11
2026-03-31	$535,646,561	363,789	+71.2%	Shares	Defined	2026-05-12
2025-12-31	$258,171,692	212,473	-15.7%	Shares	Defined	2026-01-29
2025-09-30	$272,009,976	252,188	-26.9%	Shares	Defined	2025-11-06
2025-06-30	$309,138,684	345,121	-11.5%	Shares	Defined	2025-08-08
2025-03-31	$265,009,153	389,834	+53.3%	Shares	Defined	2025-04-29
2024-12-31	$160,280,473	254,365	+41.2%	Shares	Defined	2025-02-04
2024-03-31	$125,834,112	180,131	+0.0%	Shares	Defined	2024-04-30
2023-12-31	$104,688,642	180,094	-15.5%	Shares	Defined	2024-01-26
2023-06-30	$103,335,936	213,055	-10.4%	Shares	Defined	2023-08-07
2023-03-31	$94,933,004	237,826	+16.7%	Shares	Defined	2023-05-10
2022-12-31	$76,810,813	203,726	—	Shares	Defined	2023-02-09
No filing history on record for this holder in this stock.