Position in KLAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,397,991
+$1,125,829 QoQ
Shares Held
7,948
-8.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,093
of 2,471 holders
Holding Since
Mar 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Derivatives in KLAC
reported options exposure · as of Mar 31, 2026CallValue
$883,446
CallShares
6,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Perennial Investment Advisors, LLC holds $8,950,033 across 5 Semiconductor Equipment & Materials names. KLAC ranks #1 (26.8% of the industry book) .
All Filings in KLAC
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,397,991 | 7,948 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $883,446 | 600 | Call | Sole | 2026-05-15 | |
| 2026-03-31 | $1,272,162 | 864 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $486,032 | 400 | Call | Sole | 2026-02-17 | |
| 2025-12-31 | $805,598 | 663 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $431,440 | 400 | Call | Sole | 2025-11-12 | |
| 2025-09-30 | $714,033 | 662 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $358,296 | 400 | Call | Sole | 2025-08-11 | |
| 2025-06-30 | $586,709 | 655 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $498,973 | 734 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $415,249 | 659 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $474,713 | 613 | Shares | Sole | 2024-11-14 | |
| 2024-09-30 | $77,441 | 100 | Call | Sole | 2024-11-14 | |
| 2024-06-30 | $501,302 | 608 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $385,610 | 552 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $320,877 | 552 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $198,599 | 433 | Shares | Sole | 2023-11-14 | |
| 2023-09-30 | $183,464 | 400 | Call | Sole | 2023-11-14 | |
| 2023-06-30 | $194,008 | 400 | Call | Sole | 2023-08-14 | |
| 2023-06-30 | $210,013 | 433 | Shares | Sole | 2023-08-14 | |
| 2022-06-30 | $408,422 | 1,280 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $468,190 | 1,279 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||