Position in KLAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,200,815
+$3,747,242 QoQ
Shares Held
33,810
-22.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#666
of 2,471 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026FIRST MANHATTAN CO. LLC. holds $2,367,328,808 across 7 Semiconductor Equipment & Materials names. KLAC ranks #4 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
|
718,408 | $1,429,229,539 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,240,454 | $896,848,242 | |
| 3 | LRCX |
Lam Research Corp
|
52,227 | $22,631,525 | |
| 4 | KLAC |
Kla Corp
This page
|
33,810 | $10,200,815 | |
| 5 | ONTO |
Onto Innovation Inc.
|
20,601 | $7,796,448 | |
| 6 | Q |
Qnity Electronics, Inc.
|
2,368 | $386,718 | |
| 7 | AMBA |
Ambarella Inc
|
2,745 | $235,521 |
All Filings in KLAC
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,200,815 | 33,810 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,453,573 | 4,383 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,329,340 | 4,386 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,225,817 | 4,845 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,342,547 | 4,848 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,286,833 | 4,835 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,668,558 | 4,235 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,235,183 | 1,595 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $1,121,903 | 1,606 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $908,571 | 1,563 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $739,359 | 1,612 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $46,076 | 95 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $37,921 | 95 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $35,817 | 95 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,131 | 50 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,954 | 50 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $18,303 | 50 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $21,505 | 50 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $16,725 | 50 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $27,233 | 84 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $27,753 | 84 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $21,748 | 84 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $16,274 | 84 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $17,892 | 92 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $12,074 | 84 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||