Position in KLAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$328,259
+$306,174 QoQ
Shares Held
1,088
+625.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,971
of 2,466 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Synergy Investment Management, LLC holds $861,952 across 9 Semiconductor Equipment & Materials names. KLAC ranks #2 (38.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
827 | $358,363 | |
| 2 | KLAC |
Kla Corp
This page
|
1,088 | $328,259 | |
| 3 | AMAT |
Applied Materials Inc /De
|
112 | $80,976 | |
| 4 | ASML |
Asml Holding NV
|
20 | $39,788 | |
| 5 | TER |
Teradyne, Inc
|
51 | $24,675 | |
| 6 | Q |
Qnity Electronics, Inc.
|
122 | $19,923 | |
| 7 | KLIC |
Kulicke & Soffa Industries Inc
|
62 | $8,293 | |
| 8 | AMBA |
Ambarella Inc
|
15 | $1,287 |
All Filings in KLAC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,259 | 1,088 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $22,085 | 15 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $4,078 | 6 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,780 | 6 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||