Tairen Capital’s KLA KLAC Stock Holding History

Tairen Capital’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 Q1	–	Sell	-210,200	Closed	-$25.5M	–	61
2025 Q4	$25.5M	Buy	+210,200	New	+$24.7M	2.66%	8
2024 Q3	–	Sell	-1,044,540	Closed	-$86.1M	–	67
2024 Q2	$86.1M	Sell	1,044,540 -233,460	-18%	-$17.2M	3.09%	7
2024 Q1	$89.3M	Buy	+1,278,000	New	+$82.1M	5.46%	7
2021 Q2	–	Sell	-29,760	Closed	-$983K	–	39
2021 Q1	$983K	Buy	+29,760	New	+$897K	0.11%	29

Other funds holding KLAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Tairen Capital's KLAC Position: Q1 2026 in Review

Tairen Capital sold out of KLA (KLAC) in Q1 2026, closing a stake of 210,200 shares — an estimated $25.5M sold.

Tairen Capital first reported a position in KLAC in Q1 2021 and held it in 4 quarters. The position peaked at $89.3M in Q1 2024. 2,063 funds tracked by Wall St. Rank hold KLAC as of Q1 2026.

Tairen Capital reported no remaining KLA position as of Q1 2026 after selling out during the quarter.
Tairen Capital sold 210,200 KLA shares in Q1 2026, an estimated $25.5M.
Tairen Capital first reported a position in KLA in Q1 2021 and held it in 4 quarters.
Tairen Capital's KLA position peaked at $89.3M in Q1 2024.
2,063 funds tracked by Wall St. Rank held KLA as of Q1 2026.

Based on Tairen Capital's 13F filing for Q1 2026, filed 15 May 2026.