MCM
Marsico Capital Management’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.2M | Hold |
21,469
| – | – | 0.52% | 37 |
|
|
2025
Q1 | $14.6M | Hold |
21,469
| – | – | 0.5% | 34 |
|
|
2024
Q4 | $13.5M | Hold |
21,469
| – | – | 0.37% | 38 |
|
|
2024
Q3 | $16.6M | Hold |
21,469
| – | – | 0.46% | 30 |
|
|
2024
Q2 | $17.7M | Hold |
21,469
| – | – | 0.53% | 27 |
|
|
2024
Q1 | $15M | Hold |
21,469
| – | – | 0.49% | 28 |
|
|
2023
Q4 | $12.5M | Sell |
21,469
-3,443
| -14% | -$2M | 0.49% | 29 |
|
|
2023
Q3 | $11.4M | Sell |
24,912
-5,200
| -17% | -$2.39M | 0.49% | 30 |
|
|
2023
Q2 | $14.6M | Hold |
30,112
| – | – | 0.58% | 28 |
|
|
2023
Q1 | $12M | Buy |
30,112
+8,669
| +40% | +$3.46M | 0.56% | 34 |
|
|
2022
Q4 | $8.08M | Buy |
21,443
+43
| +0.2% | +$16.2K | 0.42% | 37 |
|
|
2022
Q3 | $6.48M | Sell |
21,400
-47,485
| -69% | -$14.4M | 0.35% | 42 |
|
|
2022
Q2 | $22M | Buy |
+68,885
| New | +$22M | 1.07% | 23 |
|