Sepio Capital, LP

Position in KLAC — Kla Corp

CIK 1751412 Salt Lake City, UT

Position in KLAC

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$576,266

+$299,453 QoQ

Shares Held

1,910

+1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,703

of 2,471 holders

Holding Since

Sep 2020

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Sepio Capital, LP holds $2,762,084 across 5 Semiconductor Equipment & Materials names. KLAC ranks #4 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	1,610	$697,661
2	ASML	Asml Holding NV	316	$628,663
3	AMAT	Applied Materials Inc /De	838	$605,874
4	KLAC	Kla Corp This page	1,910	$576,266
5	Q	Qnity Electronics, Inc.	1,553	$253,620

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$576,266	1,910	+916.0%	Shares	Sole	2026-07-28
2026-03-31	$276,813	188	-15.3%	Shares	Sole	2026-05-13
2025-12-31	$269,747	222	-97.0%	Shares	Sole	2026-02-12
2023-06-30	$3,541,616	7,302	+5.5%	Shares	Sole	2023-08-08
2023-03-31	$2,763,054	6,922	+2.9%	Shares	Sole	2023-05-10
2022-12-31	$2,536,657	6,728	-23.7%	Shares	Sole	2023-02-03
2021-09-30	$2,949,374	8,817	-1.9%	Shares	Sole	2021-11-03
2021-03-31	$2,970,626	8,991	+30.8%	Shares	Sole	2021-05-10
2020-12-31	$1,779,488	6,873	+40.2%	Shares	Sole	2021-02-10
2020-09-30	$949,907	4,903	—	Shares	Sole	2020-11-12
No filing history on record for this holder in this stock.