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Summit Street Capital Management’s KLA KLAC Stock Holding History

Summit Street 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 		$22.1M Sell
73,279
-76,531
-51% -$15.2M 3.1% 15
2026
Q1 		$22.1M Hold
149,810
– – 3.12% 14
2025
Q4 		$18.2M Sell
149,810
-52,490
-26% -$6.16M 2.86% 20
2025
Q3 		$21.8M Sell
202,300
-123,710
-38% -$11.5M 2.99% 20
2025
Q2 		$29.2M Sell
326,010
-22,490
-6% -$1.69M 4.82% 3
2025
Q1 		$23.7M Buy
348,500
+5,270
+2% +$380K 3.94% 9
2024
Q4 		$21.6M Buy
343,230
+215,490
+169% +$14.6M 3.39% 14
2024
Q3 		$9.89M Sell
127,740
-8,740
-6% -$686K 3.53% 10
2024
Q2 		$11.3M Sell
136,480
-17,840
-12% -$1.32M 4.11% 5
2024
Q1 		$10.8M Hold
154,320
– – 4.14% 4
2023
Q4 		$8.97M Hold
154,320
– – 3.8% 6
2023
Q3 		$7.08M Hold
154,320
– – 3.16% 14
2023
Q2 		$7.48M Hold
154,320
– – 3.53% 4
2023
Q1 		$6.16M Buy
154,320
+47,000
+44% +$1.85M 3.27% 15
2022
Q4 		$4.05M Hold
107,320
– – 2.55% 17
2022
Q3 		$3.25M Hold
107,320
– – 2.25% 22
2022
Q2 		$3.42M Buy
107,320
+24,180
+29% +$813K 2.25% 20
2022
Q1 		$3.04M Hold
83,140
– – 1.84% 24
2021
Q4 		$3.58M Hold
83,140
– – 2.23% 20
2021
Q3 		$2.78M Hold
83,140
– – 1.85% 26
2021
Q2 		$2.69M Hold
83,140
– – 1.73% 26
2021
Q1 		$2.75M Hold
83,140
– – 1.78% 25
2020
Q4 		$2.15M Hold
83,140
– – 1.61% 26
2020
Q3 		$1.61M Sell
83,140
-79,110
-49% -$1.56M 1.43% 31
2020
Q2 		$3.15M Sell
162,250
-14,000
-8% -$239K 2.64% 17
2020
Q1 		$2.53M Sell
176,250
-62,160
-26% -$1M 2.74% 16
2019
Q4 		$4.25M Sell
238,410
-89,670
-27% -$1.5M 3.42% 8
2019
Q3 		$5.23M Buy
328,080
+12,670
+4% +$177K 3.67% 6
2019
Q2 		$3.73M Sell
315,410
-23,000
-7% -$266K 3.62% 4
2019
Q1 		$4.04M Buy
338,410
+21,370
+7% +$230K 3.87% 4
2018
Q4 		$2.84M Buy
+317,040
New +$2.95M 3.22% 9

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

Summit Street Capital Management's KLAC Position: Q2 2026 in Review

Summit Street Capital Management reduced its KLA (KLAC) stake by 51% in Q2 2026, selling an estimated $15.2M and leaving 73,279 shares worth $22.1M. The position accounts for 3.1% of the portfolio, ranked #15.

Summit Street Capital Management first reported a position in KLAC in Q4 2018 and has held it in 31 quarters since. The position peaked at $29.2M in Q2 2025. 2,485 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

  • Summit Street Capital Management held 73,279 shares of KLA worth $22.1M as of Q2 2026.
  • Summit Street Capital Management sold 76,531 KLA shares in Q2 2026, an estimated $15.2M.
  • KLA made up 3.1% of Summit Street Capital Management's portfolio in Q2 2026, its #15 holding.
  • Summit Street Capital Management first reported a position in KLA in Q4 2018 and has held it in 31 quarters since.
  • Summit Street Capital Management's KLA position peaked at $29.2M in Q2 2025.
  • 2,485 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Summit Street Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.