Sunbeam Capital Management’s KLA KLAC Stock Holding History

Sunbeam 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	$1.77M	Buy	5,873 +33	+0.6%	+$6.55K	0.81%	25
2026 Q1	$860K	Buy	5,840 +70	+1%	+$10.2K	0.49%	41
2025 Q4	$701K	Buy	5,770 +40	+0.7%	+$4.69K	0.42%	51
2025 Q3	$618K	Buy	5,730 +30	+0.5%	+$2.8K	0.38%	47
2025 Q2	$511K	Buy	5,700 +10	+0.2%	+$752	0.39%	48
2025 Q1	$386K	Buy	5,690 +20	+0.4%	+$1.44K	0.37%	50
2024 Q4	$357K	Buy	+5,670	New	+$383K	0.33%	53

Other funds holding KLAC

UPS

UHLMANN PRICE SECURITIES Skokie, Illinois $2.68B AUM 149.5% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Sunbeam Capital Management's KLAC Position: Q2 2026 in Review

Sunbeam Capital Management increased its KLA (KLAC) stake by 0.57% in Q2 2026, buying an estimated $6.55K and bringing the position to 5,873 shares worth $1.77M. The position accounts for 0.81% of the portfolio, ranked #25.

Sunbeam Capital Management first reported a position in KLAC in Q4 2024 and has held it in 7 quarters since. 1,121 funds tracked by Wall St. Rank hold KLAC as of Q2 2026.

Sunbeam Capital Management held 5,873 shares of KLA worth $1.77M as of Q2 2026.
Sunbeam Capital Management bought 33 KLA shares in Q2 2026, an estimated $6.55K.
KLA made up 0.81% of Sunbeam Capital Management's portfolio in Q2 2026, its #25 holding.
Sunbeam Capital Management first reported a position in KLA in Q4 2024 and has held it in 7 quarters since.
1,121 funds tracked by Wall St. Rank held KLA as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.