Position in KLAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$521,146,700
+$507,830,224 QoQ
Shares Held
1,727,310
+1809.9% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#94
of 2,471 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026JACOBS LEVY EQUITY MANAGEMENT, INC holds $902,491,923 across 8 Semiconductor Equipment & Materials names. KLAC ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KLAC |
Kla Corp
This page
|
1,727,310 | $521,146,700 | |
| 2 | LRCX |
Lam Research Corp
|
533,201 | $231,051,989 | |
| 3 | KLIC |
Kulicke & Soffa Industries Inc
|
494,325 | $66,120,912 | |
| 4 | AMBA |
Ambarella Inc
|
504,409 | $43,278,292 | |
| 5 | ACMR |
ACM Research, Inc.
|
191,966 | $24,358,565 | |
| 6 | ONTO |
Onto Innovation Inc.
|
36,415 | $13,781,256 | |
| 7 | TER |
Teradyne, Inc
|
3,515 | $1,700,697 | |
| 8 | Q |
Qnity Electronics, Inc.
|
6,451 | $1,053,512 |
All Filings in KLAC
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $521,146,700 | 1,727,310 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,316,476 | 9,044 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $11,073,986 | 10,267 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,164,128 | 7,998 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $873,976 | 1,387 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,904,811 | 3,751 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $268,790 | 326 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $393,294 | 563 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,529,325 | 9,512 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $5,341,095 | 11,645 | Shares | Sole | 2023-11-17 | |
| No filing history on record for this holder in this stock. | ||||||