Osmosis Investment Management UK Ltd

Position in KLAC — Kla Corp

CIK 1780700 London, X0

Back to KLAC Full portfolio

Position in KLAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$22,558,554

-$7,275,417 QoQ

Shares Held

74,769

-63.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.05%

of 13F equity value

Holder Rank

#479

of 2,471 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in KLAC Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Osmosis Investment Management UK Ltd holds $59,544,597 across 5 Semiconductor Equipment & Materials names. KLAC ranks #1 (37.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	74,769	$22,558,554
2	AMAT	Applied Materials Inc /De	25,676	$18,563,748
3	LRCX	Lam Research Corp	39,850	$17,268,200
4	Q	Qnity Electronics, Inc.	5,073	$828,471
5	TER	Teradyne, Inc	673	$325,624

All Filings in KLAC

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3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,558,554	74,769	+269.0%	Shares	Sole	2026-08-13
2026-03-31	$29,833,971	20,262	+42.9%	Shares	Sole	2026-05-14
2025-12-31	$17,231,049	14,181	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.