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Stockbridge Partners’s KLA KLAC Stock Holding History

Stockbridge 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 		– Sell
-1,332,710
Closed -$196M – 18
2026
Q1 		$196M Sell
1,332,710
-196,770
-13% -$28.8M 4.74% 9
2025
Q4 		$186M Sell
1,529,480
-1,577,270
-51% -$185M 4.09% 12
2025
Q3 		$335M Buy
+3,106,750
New +$290M 6.48% 10

Other funds holding KLAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Stockbridge Partners's KLAC Position: Q2 2026 in Review

Stockbridge Partners sold out of KLA (KLAC) in Q2 2026, closing a stake of 1,332,710 shares — an estimated $196M sold.

Stockbridge Partners first reported a position in KLAC in Q3 2025 and held it in 3 quarters. The position peaked at $335M in Q3 2025. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Stockbridge Partners reported no remaining KLA position as of Q2 2026 after selling out during the quarter.
  • Stockbridge Partners sold 1,332,710 KLA shares in Q2 2026, an estimated $196M.
  • Stockbridge Partners first reported a position in KLA in Q3 2025 and held it in 3 quarters.
  • Stockbridge Partners's KLA position peaked at $335M in Q3 2025.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Stockbridge Partners's 13F filing for Q2 2026, filed 14 Aug 2026.