Ardmore Road Asset Management LP

Position in KLAC — Kla Corp

CIK 1835730 WESTPORT, CT

Position in KLAC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$995,643

New position

Shares Held

3,300

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,434

of 2,471 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ardmore Road Asset Management LP holds $94,020,535 across 5 Semiconductor Equipment & Materials names. KLAC ranks #5 (1.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	97,000	$42,033,010
2	ASML	Asml Holding NV	16,100	$32,029,982
3	AMAT	Applied Materials Inc /De	14,300	$10,338,900
4	AMKR	Amkor Technology, Inc.	100,000	$8,623,000
5	KLAC	Kla Corp This page	3,300	$995,643

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$995,643	3,300	—	Shares	Sole	2026-08-14
No filing history on record for this holder in this stock.