Marvin & Palmer Associates’s KLA KLAC Stock Holding History

Marvin & Palmer Associates’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	$5.26M	Buy	+17,430	New	+$3.46M	3.31%	12
2022 Q3	–	Sell	-233,750	Closed	-$7.46M	–	35
2022 Q2	$7.46M	Buy	+233,750	New	+$7.86M	3.84%	19
2021 Q2	–	Sell	-304,940	Closed	-$10.1M	–	38
2021 Q1	$10.1M	Sell	304,940 -126,840	-29%	-$3.82M	4.48%	9
2020 Q4	$12.1M	Buy	431,780 +35,380	+9%	+$825K	4.83%	7
2020 Q3	$7.68M	Buy	396,400 +3,660	+0.9%	+$72.3K	4.05%	11
2020 Q2	$7.64M	Buy	392,740 +110,620	+39%	+$1.89M	4.61%	6
2020 Q1	$4.05M	Sell	282,120 -136,190	-33%	-$2.19M	3.88%	14
2019 Q4	$7.45M	Sell	418,310 -6,790	-2%	-$114K	4.39%	8
2019 Q3	$6.78M	Buy	+425,100	New	+$5.94M	4.46%	9

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

Marvin & Palmer Associates's KLAC Position: Q2 2026 in Review

Marvin & Palmer Associates opened a new position in KLA (KLAC) in Q2 2026: 17,430 shares worth $5.26M. The stake represents 3.31% of the portfolio and ranks #12 among its holdings. This is a return to the name: Marvin & Palmer Associates previously reported a position in KLAC as recently as Q2 2022.

Marvin & Palmer Associates first reported a position in KLAC in Q3 2019 and has held it in 9 quarters since. The position peaked at $12.1M in Q4 2020. 2,487 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Marvin & Palmer Associates held 17,430 shares of KLA worth $5.26M as of Q2 2026.
KLA was a new Marvin & Palmer Associates position in Q2 2026.
KLA made up 3.31% of Marvin & Palmer Associates's portfolio in Q2 2026, its #12 holding.
Marvin & Palmer Associates first reported a position in KLA in Q3 2019 and has held it in 9 quarters since.
Marvin & Palmer Associates's KLA position peaked at $12.1M in Q4 2020.
2,487 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Marvin & Palmer Associates's 13F filing for Q2 2026, filed 7 Aug 2026.