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Equibles

GAMMA Investing LLC

Position in KLAC — Kla Corp

CIK 2010235 FOSTER CITY, CA
Back to KLAC Full portfolio

Position in KLAC

as of Sep 30, 2026 · filed Oct 8, 2026
Position Value
$7,893,690
-$3,379,100 QoQ
Shares Held
40,495
+8.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#12
of 99 holders
Holding Since
Dec 2023
12 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 Sep 30, 2026

GAMMA Investing LLC holds $54,472,507 across 28 Semiconductor Equipment & Materials names. KLAC ranks #3 (14.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LRCX
Lam Research Corp
 43,060 $14,145,640
2 AMAT
Applied Materials Inc /De
 25,923 $13,256,503
3 KLAC
Kla Corp
This page 		40,495 $7,893,690
4 ASML
Asml Holding NV
 3,881 $7,031,091
5 TER
Teradyne, Inc
 7,449 $2,986,378
6 ENTG
Entegris Inc
 9,191 $1,415,965
7 ATEYY
Advantest Corp
 6,243 $1,378,828
8 Q
Qnity Electronics, Inc.
 9,147 $1,150,143

All Filings in KLAC

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-09-30 $7,893,690 40,495
2026-06-30 $11,272,790 37,363
2026-03-31 $5,194,662 3,528
2025-12-31 $3,936,859 3,240
2025-09-30 $3,229,328 2,994
2025-06-30 $2,476,721 2,765
2025-03-31 $1,674,347 2,463
2024-12-31 $1,107,750 1,758
2024-09-30 $1,314,948 1,698
2024-06-30 $1,091,651 1,324
2024-03-31 $644,081 922
2023-12-31 $426,092 733