Cavalier Investments’s KLA KLAC Stock Holding History

Cavalier Investments’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	–	Sell	-100,000	Closed	-$14.7M	–	95
2026 Q1	$14.7M	Buy	+100,000	New	+$14.6M	0.4%	30

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 $3.38T AUM 44.17% 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

Cavalier Investments's KLAC Position: Q2 2026 in Review

Cavalier Investments sold out of KLA (KLAC) in Q2 2026, closing a stake of 97,040 shares — an estimated $14.3M sold.

Cavalier Investments first reported a position in KLAC in Q4 2019 and held it in 5 quarters. The position peaked at $14.3M in Q1 2026. 2,491 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Cavalier Investments reported no remaining KLA position as of Q2 2026 after selling out during the quarter.
Cavalier Investments sold 97,040 KLA shares in Q2 2026, an estimated $14.3M.
Cavalier Investments first reported a position in KLA in Q4 2019 and held it in 5 quarters.
Cavalier Investments's KLA position peaked at $14.3M in Q1 2026.
2,491 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Cavalier Investments's 13F filing for Q2 2026, filed 14 Aug 2026.