PineStone Asset Management’s KLA KLAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$471M Buy
2,418,400
+248,700
+11% +$48.8M 3.07% 13
2026
Q2
$655M Buy
2,169,700
+1,099,300
+103% +$218M 4.04% 8
2026
Q1
$158M Buy
+1,070,400
New +$157M 1.11% 24

Other funds holding KLAC

PineStone Asset Management's KLAC Position: Q3 2026 in Review

PineStone Asset Management increased its KLA (KLAC) stake by 11% in Q3 2026, buying an estimated $48.8M and bringing the position to 2,418,400 shares worth $471M. The position accounts for 3.07% of the portfolio, ranked #13.

PineStone Asset Management first reported a position in KLAC in Q1 2026 and has held it in 3 quarters since. The position peaked at $655M in Q2 2026. 637 funds tracked by Wall St. Rank hold KLAC as of Q3 2026.

  • PineStone Asset Management held 2,418,400 shares of KLA worth $471M as of Q3 2026.
  • PineStone Asset Management bought 248,700 KLA shares in Q3 2026, an estimated $48.8M.
  • KLA made up 3.07% of PineStone Asset Management's portfolio in Q3 2026, its #13 holding.
  • PineStone Asset Management first reported a position in KLA in Q1 2026 and has held it in 3 quarters since.
  • PineStone Asset Management's KLA position peaked at $655M in Q2 2026.
  • 637 funds tracked by Wall St. Rank held KLA as of Q3 2026.

Based on PineStone Asset Management's 13F filing for Q3 2026, filed 16 Oct 2026.