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Thematics Asset Management: KLAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Thematics Asset Management on KLAC, newest first. How the timeline and the estimate are built.

Thematics Asset Management held 21,938 KLAC shares at 2025-09-30 per its 13F-HR filed 2025-11-14.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 21,938 shares
    Change vs previous 13F -9,026 shares

    1.07% of the 13F portfolio, value $23,662,327.

    13F-HR 0001104659-25-111995 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 30,964 shares
    Change vs previous 13F -5,405 shares

    1.25% of the 13F portfolio, value $27,735,693.

    13F-HR 0001104659-25-077560 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 36,369 shares
    Change vs previous 13F -703 shares

    1.25% of the 13F portfolio, value $24,723,646.

    13F-HR 0001104659-25-048495 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 37,072 shares
    Change vs previous 13F 0 shares

    1.02% of the 13F portfolio, value $23,359,809.

    13F-HR 0001104659-25-012944 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 37,072 shares
    Change vs previous 13F 0 shares

    1.14% of the 13F portfolio, value $28,708,928.

    13F-HR 0001104659-24-117705 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 37,072 shares
    Change vs previous 13F 0 shares

    1.25% of the 13F portfolio, value $30,566,235.

    13F-HR 0001104659-24-088937 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 37,072 shares
    Change vs previous 13F 0 shares

    1.08% of the 13F portfolio, value $25,897,387.

    13F-HR 0001104659-24-060512 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 37,072 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $21,549,954.

    13F-HR 0001104659-24-019861 filed by Thematics Asset Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).