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Gunderson Capital Management’s KLA KLAC Stock Holding History

Gunderson Capital Management’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 		$13.1M Buy
+43,460
New +$8.63M 3.54% 10
2020
Q1 		– Sell
-103,240
Closed -$1.84M – 43
2019
Q4 		$1.84M Buy
103,240
+1,090
+1% +$18.3K 2.01% 19
2019
Q3 		$1.63M Buy
+102,150
New +$1.43M 1.61% 23

Other funds holding KLAC

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Gunderson Capital Management's KLAC Position: Q2 2026 in Review

Gunderson Capital Management opened a new position in KLA (KLAC) in Q2 2026: 43,460 shares worth $13.1M. The stake represents 3.54% of the portfolio and ranks #10 among its holdings. This is a return to the name: Gunderson Capital Management previously reported a position in KLAC as recently as Q4 2019.

Gunderson Capital Management first reported a position in KLAC in Q3 2019 and has held it in 3 quarters since. 656 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Gunderson Capital Management held 43,460 shares of KLA worth $13.1M as of Q2 2026.
  • KLA was a new Gunderson Capital Management position in Q2 2026.
  • KLA made up 3.54% of Gunderson Capital Management's portfolio in Q2 2026, its #10 holding.
  • Gunderson Capital Management first reported a position in KLA in Q3 2019 and has held it in 3 quarters since.
  • 656 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Gunderson Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.