EAGLE ROCK INVESTMENT COMPANY, LLC

Position in KLAC — Kla Corp

CIK 1911407 ATLANTA, GA

Position in KLAC

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$39,496,252

+$20,215,044 QoQ

Shares Held

130,908

-0.0% QoQ

Ownership

0.010%

of shares outstanding

% of Portfolio

5.87%

of 13F equity value

Holder Rank

#385

of 2,471 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

EAGLE ROCK INVESTMENT COMPANY, LLC holds $60,183,935 across 4 Semiconductor Equipment & Materials names. KLAC ranks #1 (65.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KLAC	Kla Corp This page	130,908	$39,496,252
2	AMAT	Applied Materials Inc /De	21,497	$15,542,331
3	ONTO	Onto Innovation Inc.	10,037	$3,798,502
4	ASML	Asml Holding NV	677	$1,346,850

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,496,252	130,908	+899.7%	Shares	Sole	2026-07-09
2026-03-31	$19,281,208	13,095	-6.2%	Shares	Sole	2026-04-09
2025-12-31	$16,960,086	13,958	-0.1%	Shares	Sole	2026-01-14
2025-09-30	$15,074,513	13,976	-0.1%	Shares	Sole	2025-11-07
2025-06-30	$12,535,881	13,995	-0.1%	Shares	Sole	2025-07-23
2025-03-31	$9,521,278	14,006	+8.7%	Shares	Sole	2025-04-11
2024-12-31	$8,118,466	12,884	+4.3%	Shares	Sole	2025-01-15
2024-09-30	$9,562,414	12,348	-1.7%	Shares	Sole	2024-10-07
2024-06-30	$10,357,494	12,562	-2.7%	Shares	Sole	2024-07-12
2024-03-31	$9,020,634	12,913	-0.7%	Shares	Sole	2024-04-15
2023-12-31	$7,556,900	13,000	-4.9%	Shares	Sole	2024-01-12
2023-09-30	$6,271,258	13,673	-1.2%	Shares	Sole	2023-10-10
2023-06-30	$6,714,616	13,844	+0.2%	Shares	Sole	2023-07-19
2023-03-31	$5,513,336	13,812	+1.1%	Shares	Sole	2023-04-10
2022-12-31	$5,152,869	13,667	-7.5%	Shares	Sole	2023-01-25
2022-09-30	$4,471,055	14,774	+75.2%	Shares	Sole	2022-11-08
2022-06-30	$2,691,120	8,434	+0.9%	Shares	Sole	2022-08-12
2022-03-31	$3,060,261	8,360	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.