Findlay Park Partners’s KLA KLAC Stock Holding History

Findlay Park Partners’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	$197M	Buy	653,850 +117,230	+22%	+$23.3M	2.66%	12
2026 Q1	$79M	Buy	536,620 +233,600	+77%	+$34.2M	1.1%	40
2025 Q4	$36.8M	Sell	303,020 -1,115,800	-79%	-$131M	0.47%	55
2025 Q3	$153M	Sell	1,418,820 -25,000	-2%	-$2.33M	1.61%	29
2025 Q2	$129M	Sell	1,443,820 -50,000	-3%	-$3.76M	1.33%	36
2025 Q1	$102M	Sell	1,493,820 -1,480,000	-50%	-$107M	1.04%	48
2024 Q4	$187M	Hold	2,973,820	–	–	1.86%	21
2024 Q3	$230M	Sell	2,973,820 -31,000	-1%	-$2.43M	2.17%	15
2024 Q2	$248M	Sell	3,004,820 -23,000	-0.8%	-$1.7M	2.33%	17
2024 Q1	$212M	Buy	3,027,820 +1,089,000	+56%	+$69.9M	1.94%	24
2023 Q4	$113M	Buy	1,938,820 +654,020	+51%	+$34M	1.11%	44
2023 Q3	$58.9M	Sell	1,284,800 -12,120	-0.9%	-$581K	0.63%	52
2023 Q2	$62.9M	Buy	+1,296,920	New	+$54.2M	0.65%	51

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

Findlay Park Partners's KLAC Position: Q2 2026 in Review

Findlay Park Partners increased its KLA (KLAC) stake by 22% in Q2 2026, buying an estimated $23.3M and bringing the position to 653,850 shares worth $197M. The position accounts for 2.66% of the portfolio, ranked #12.

Findlay Park Partners first reported a position in KLAC in Q2 2023 and has held it in 13 quarters since. The position peaked at $248M in Q2 2024. 2,474 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Findlay Park Partners held 653,850 shares of KLA worth $197M as of Q2 2026.
Findlay Park Partners bought 117,230 KLA shares in Q2 2026, an estimated $23.3M.
KLA made up 2.66% of Findlay Park Partners's portfolio in Q2 2026, its #12 holding.
Findlay Park Partners first reported a position in KLA in Q2 2023 and has held it in 13 quarters since.
Findlay Park Partners's KLA position peaked at $248M in Q2 2024.
2,474 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Findlay Park Partners's 13F filing for Q2 2026, filed 12 Aug 2026.