ROYAL LONDON ASSET MANAGEMENT LTD

Position in KLAC — Kla Corp

CIK 863748 UNITED KINGDOM, X0

Position in KLAC

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$216,360,766

+$108,489,065 QoQ

Shares Held

717,115

-2.1% QoQ

Ownership

0.055%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#164

of 2,471 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

ROYAL LONDON ASSET MANAGEMENT LTD holds $886,331,860 across 7 Semiconductor Equipment & Materials names. KLAC ranks #3 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	460,003	$332,582,169
2	LRCX	Lam Research Corp	661,673	$286,722,761
3	KLAC	Kla Corp This page	717,115	$216,360,766
4	TER	Teradyne, Inc	73,347	$35,488,212
5	Q	Qnity Electronics, Inc.	81,455	$13,302,416
6	ENTG	Entegris Inc	6,588	$1,184,917
7	NVMI	Nova Ltd.	1,272	$690,619

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,360,766	717,115	+878.8%	Shares	Sole	2026-08-13
2026-03-31	$107,871,701	73,262	-0.6%	Shares	Sole	2026-05-01
2025-12-31	$89,582,988	73,726	-0.2%	Shares	Sole	2026-02-13
2025-09-30	$79,700,989	73,893	-1.9%	Shares	Sole	2025-11-13
2025-06-30	$67,494,904	75,351	-4.3%	Shares	Sole	2025-08-14
2025-03-31	$53,524,053	78,735	+10.7%	Shares	Sole	2025-05-13
2024-12-31	$44,834,928	71,153	+0.1%	Shares	Sole	2025-02-11
2024-09-30	$55,019,507	71,047	+4.2%	Shares	Sole	2024-11-14
2024-06-30	$56,218,389	68,184	+0.6%	Shares	Sole	2024-08-07
2024-03-31	$47,349,074	67,780	-1.4%	Shares	Sole	2024-05-14
2023-12-31	$39,951,586	68,728	+1.4%	Shares	Sole	2024-03-01
2023-09-30	$31,102,651	67,812	+7.1%	Shares	Sole	2023-11-14
2023-06-30	$30,705,646	63,308	+25.6%	Shares	Sole	2023-08-11
2023-03-31	$20,126,550	50,421	+1.0%	Shares	Sole	2023-05-15
2022-12-31	$18,819,075	49,914	+3.8%	Shares	Sole	2023-02-09
2022-09-30	$14,555,292	48,096	-7.3%	Shares	Sole	2022-11-14
2022-06-30	$16,553,551	51,879	+0.1%	Shares	Sole	2022-09-06
2022-03-31	$18,966,666	51,813	+0.3%	Shares	Sole	2022-09-06
2021-12-31	$22,212,600	51,644	-6.7%	Shares	Sole	2022-10-18
2021-09-30	$18,511,783	55,340	-4.1%	Shares	Sole	2022-10-18
2021-06-30	$18,711,455	57,714	-69.1%	Shares	Sole	2022-10-18
2021-03-31	$61,673,124	186,662	+5.1%	Shares	Sole	2022-10-17
2020-12-31	$46,005,200	177,688	+6.1%	Shares	Sole	2021-01-29
2020-09-30	$32,443,312	167,458	+7.2%	Shares	Sole	2020-11-04
2020-06-30	$30,382,443	156,224	-2.0%	Shares	Sole	2020-07-31
2020-03-31	$22,919,917	159,454	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.