VARA
Value Aligned Research Advisors’s KLA KLAC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.1M | Buy |
23,511
+22,504
| +2,235% | +$20.2M | 0.44% | 20 |
|
|
2025
Q1 | $685K | Buy |
+1,007
| New | +$685K | 0.05% | 27 |
|
|
2024
Q4 | – | Sell |
-9,132
| Closed | -$7.08M | – | 31 |
|
|
2024
Q3 | $7.08M | Buy |
9,132
+253
| +3% | +$196K | 1.84% | 11 |
|
|
2024
Q2 | $7.32M | Sell |
8,879
-34,146
| -79% | -$28.2M | 1.6% | 14 |
|
|
2024
Q1 | $30.1M | Sell |
43,025
-2,306
| -5% | -$1.61M | 5.93% | 9 |
|
|
2023
Q4 | $26.4M | Buy |
45,331
+326
| +0.7% | +$190K | 6.66% | 7 |
|
|
2023
Q3 | $20.6M | Buy |
45,005
+5,148
| +13% | +$2.36M | 6.5% | 8 |
|
|
2023
Q2 | $19.3M | Buy |
39,857
+11,106
| +39% | +$5.39M | 6.05% | 9 |
|
|
2023
Q1 | $11.5M | Hold |
28,751
| – | – | 4.06% | 10 |
|
|
2022
Q4 | $10.8M | Buy |
+28,751
| New | +$10.8M | 4.91% | 10 |
|