Which hedge funds own KLAC? KLA CORP, Q2 2026 13F holders
91 tracked hedge funds disclosed a position in KLAC (KLA CORP) in their Q2 2026 13F filings, worth $8.6bn in total. The largest holder by portfolio weight is Oaktop Capital Management II, L.P. at 39.2% of its book. 36 opened a new position this quarter: Marvin & Palmer Associates Inc, KADENSA CAPITAL Ltd, Feynman Point Asset Management LLC, Thames Capital Management LLC. 19 exited: Stockbridge Partners LLC, Connective Capital Management, LLC, Value Aligned Research Advisors, LLC.
- 91
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 36
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 19
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $889m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $451m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $8.6bn
- Combined value Sum of the holders' reported positions in the security.
- 7.3%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Stockbridge Partners LLC | 4.7% | $196m |
| Connective Capital Management, LLC | 3.6% | $4.3m |
| Value Aligned Research Advisors, LLC | 2.5% | $211m |
| Tyro Capital Management LLC | 2.3% | $9.0m |
| Intrepid Family Office LLC | 1.6% | $1.8m |
| Third Point LLC | 0.8% | $16.2m |
| One River Asset Management, LLC | 0.6% | $188k |
| Readystate Asset Management LP | 0.3% | $5.8m |
| Sandler Capital Management | 0.3% | $471k |
| Twin Tree Management, LP | 0.1% | $701k |
| Militia Capital Management LLC | 0.08% | $370k |
| J. Goldman & Co LP | 0.07% | $1.6m |
| Landscape Capital Management, L.L.C. | 0.05% | $732k |
| Stevens Capital Management LP | 0.03% | $215k |
| Quantbot Technologies LP | 0.02% | $445k |
| FORA Capital, LLC | 0.02% | $234k |
| Gsa Capital Partners LLP | 0.01% | $218k |
| Point72 Asset Management, L.P. | 0.0% | $1.4m |
| Schonfeld Strategic Advisors LLC | 0.0% | $76.6k |
Ownership over time
Who discovered KLAC first? Beta
The run: Q2 2025 → Q2 2026, +237%
| Birchview Capital, LP high conviction | Q2 2025 | 14.1% | +25.9 pts |
| Polar Capital Holdings Plc | Q2 2024 | 1.1% | +3.7 pts |
| KP Management LLC | Q3 2025 | – | +2.9 pts |
| Maytus Capital Management, LLC | Q1 2025 | 3.3% | +2.0 pts |
| Stockbridge Partners LLC high conviction | Q3 2025 | – | +1.7 pts |
| Skye Global Management LP | Q4 2024 | 1.8% | +1.2 pts |
| Twin Tree Management, LP | Q3 2025 | 0.0% | +0.6 pts |
| Greenland Capital Management LP | Q2 2024 | 0.7% | +0.4 pts |
| Occudo Quantitative Strategies LP | Q2 2025 | 1.0% | 0.0 pts |
| Talos Eurisko Asset Management LP | Q3 2025 | – | – |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.