Varenne Capital Partners’s KLA KLAC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-72,361	Closed	-$23.1M	–	10
2022 Q2	$23.1M	Sell	72,361 -3,226	-4%	-$1.03M	6.4%	4
2022 Q1	$27.7M	Sell	75,587 -30,606	-29%	-$11.2M	5.61%	5
2021 Q4	$45.7M	Buy	+106,193	New	+$45.7M	6.78%	5