Position in KLAC
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$645,357
+$112,423 QoQ
Shares Held
4,383
-0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026FIRST MANHATTAN CO. LLC. holds $1,529,434,509 across 6 Semiconductor Equipment & Materials names. KLAC ranks #5 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
754,352 | $996,370,752 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,505,425 | $514,539,210 | |
| 3 | LRCX |
Lam Research Corp
|
62,214 | $13,292,643 | |
| 4 | ONTO |
Onto Innovation Inc.
|
20,751 | $4,255,407 | |
| 5 | KLAC |
Kla Corp
This page
|
4,383 | $645,357 | |
| 6 | Q |
Qnity Electronics, Inc.
|
2,870 | $331,140 |
All Filings in KLAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $645,357 | 4,383 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $532,934 | 4,386 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $522,581 | 4,845 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $434,254 | 4,848 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $328,683 | 4,835 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $266,855 | 4,235 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $123,518 | 1,595 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $131,756 | 1,598 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $112,190 | 1,606 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $90,857 | 1,563 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $73,935 | 1,612 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,607 | 95 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,792 | 95 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,581 | 95 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,513 | 50 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,595 | 50 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,830 | 50 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,150 | 50 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,672 | 50 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,723 | 84 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,775 | 84 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,174 | 84 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,627 | 84 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,789 | 92 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,207 | 84 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||