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Equibles

Polar Capital Holdings Plc

Position in KLAC — Kla Corp

CIK 1837309 London, X0
Back to KLAC Full portfolio

Position in KLAC

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$882,715,058
+$483,222,250 QoQ
Shares Held
2,925,707
+7.8% QoQ
Ownership
0.224%
of shares outstanding
% of Portfolio
2.49%
of 13F equity value
Holder Rank
#65
of 2,485 holders
Holding Since
Jun 2021
18 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

Polar Capital Holdings Plc holds $2,520,950,927 across 7 Semiconductor Equipment & Materials names. KLAC ranks #2 (35.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
 2,358,946 $1,022,202,070
2 KLAC
Kla Corp
This page 		2,925,707 $882,715,058
3 FORM
Formfactor Inc
 2,146,098 $343,225,453
4 ONTO
Onto Innovation Inc.
 406,645 $153,894,800
5 Q
Qnity Electronics, Inc.
 549,020 $89,660,456
6 AMAT
Applied Materials Inc /De
 26,999 $19,520,277
7 PLAB
Photronics Inc
 299,195 $9,732,813

All Filings in KLAC

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $882,715,058 2,925,707
2026-03-31 $399,492,808 271,319
2025-12-31 $415,799,160 342,199
2025-09-30 $371,121,452 344,077
2025-06-30 $201,937,417 225,442
2025-03-31 $209,874,654 308,730
2024-12-31 $169,242,040 268,587
2024-09-30 $262,784,417 339,335
2024-06-30 $206,549,649 250,512
2024-03-31 $167,814,676 240,226
2023-12-31 $137,147,852 235,933
2022-12-31 $160,267,158 425,078
2022-09-30 $157,836,071 521,548
2022-06-30 $158,944,915 498,135
2022-03-31 $166,220,890 454,081
2021-12-31 $182,281,048 423,801
2021-09-30 $48,308,930 144,417
2021-06-30 $5,197,734 16,032