KG Capital Management

Position in KLAC — Kla Corp

CIK 1771687 ST. FRANCISVILLE, LA

Position in KLAC

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,689,274

+$1,064,973 QoQ

Shares Held

5,599

+32.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.40%

of 13F equity value

Holder Rank

#1,226

of 2,472 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

KG Capital Management holds $5,448,731 across 5 Semiconductor Equipment & Materials names. KLAC ranks #1 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	5,599	$1,689,274
2	LRCX	Lam Research Corp	3,713	$1,608,954
3	AMAT	Applied Materials Inc /De	1,279	$924,717
4	ASML	Asml Holding NV	383	$761,955
5	AMKR	Amkor Technology, Inc.	5,379	$463,831

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,689,274	5,599	+1220.5%	Shares	Sole	2026-08-07
2026-03-31	$624,301	424	+2.7%	Shares	Sole	2026-04-23
2025-12-31	$501,828	413	+51.3%	Shares	Sole	2026-01-23
2025-09-30	$294,457	273	—	Shares	Sole	2025-10-22
No filing history on record for this holder in this stock.