BDF Gestion’s KLA KLAC Stock Holding History

BDF Gestion’s Portfolio KLAC Stock Details KLAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.68M	Sell	33,380 -3,760	-10%	-$746K	1.3%	10
2026 Q1	$5.47M	Buy	37,140 +11,430	+44%	+$1.67M	0.73%	30
2025 Q4	$3.12M	Buy	+25,710	New	+$3.02M	0.38%	67

Other funds holding KLAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BDF Gestion's KLAC Position: Q2 2026 in Review

BDF Gestion reduced its KLA (KLAC) stake by 10% in Q2 2026, selling an estimated $746K and leaving 33,380 shares worth $9.68M. The position accounts for 1.3% of the portfolio, ranked #10.

BDF Gestion first reported a position in KLAC in Q4 2025 and has held it in 3 quarters since. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

BDF Gestion held 33,380 shares of KLA worth $9.68M as of Q2 2026.
BDF Gestion sold 3,760 KLA shares in Q2 2026, an estimated $746K.
KLA made up 1.3% of BDF Gestion's portfolio in Q2 2026, its #10 holding.
BDF Gestion first reported a position in KLA in Q4 2025 and has held it in 3 quarters since.
2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on BDF Gestion's 13F filing for Q2 2026, filed 7 Jul 2026.