Two Creeks Capital Management’s KLA KLAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.1M | Sell |
29,089
-67,041
| -70% | -$60.1M | 1.71% | 22 |
|
|
2025
Q1 | $65.3M | Buy |
96,130
+2,017
| +2% | +$1.37M | 4.18% | 13 |
|
|
2024
Q4 | $59.3M | Buy |
94,113
+33,881
| +56% | +$21.3M | 3.62% | 15 |
|
|
2024
Q3 | $46.6M | Buy |
60,232
+2,732
| +5% | +$2.12M | 3.07% | 15 |
|
|
2024
Q2 | $47.4M | Buy |
57,500
+13,060
| +29% | +$10.8M | 2.95% | 17 |
|
|
2024
Q1 | $31M | Buy |
+44,440
| New | +$31M | 1.79% | 17 |
|