Triasima Portfolio Management inc.

Position in KLAC — Kla Corp

CIK 1938757 MONTREAL, A8

Position in KLAC

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$9,443,523

+$4,834,880 QoQ

Shares Held

31,300

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#688

of 2,471 holders

Holding Since

Sep 2023

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Triasima Portfolio Management inc. holds $26,658,758 across 4 Semiconductor Equipment & Materials names. KLAC ranks #2 (35.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	25,293	$10,960,215
2	KLAC	Kla Corp This page	31,300	$9,443,523
3	ASML	Asml Holding NV	2,571	$5,114,849
4	AMAT	Applied Materials Inc /De	1,577	$1,140,171

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,443,523	31,300	+900.0%	Shares	Sole	2026-07-21
2026-03-31	$4,608,643	3,130	-21.1%	Shares	Sole	2026-04-24
2025-12-31	$4,820,222	3,967	-3.3%	Shares	Sole	2026-02-02
2025-09-30	$4,424,417	4,102	+141.2%	Shares	Sole	2025-10-29
2024-12-31	$1,071,834	1,701	-40.7%	Shares	Sole	2025-01-28
2024-06-30	$2,366,343	2,870	+0.1%	Shares	Sole	2024-08-06
2024-03-31	$2,002,101	2,866	-14.5%	Shares	Sole	2024-04-26
2023-12-31	$1,947,936	3,351	0.0%	Shares	Sole	2024-01-29
2023-09-30	$1,536,969	3,351	—	Shares	Sole	2023-11-14
No filing history on record for this holder in this stock.