KLAC β€” KLA CORP

Ownership history in Evergreen Private Wealth LLC  Β·  8 quarters on record

This page tracks every 13F SEC filing in which Evergreen Private Wealth LLC reported a position in KLA CORP (KLAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.04% (2024 Q1)
πŸ“Š Avg. % of fund
0.02%
πŸ“… First filed
2023 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
8

Position Intelligence

Evergreen Private Wealth LLC Γ— KLAC AI Analytics

πŸ“ˆ Evergreen Private Wealth LLC outperformed the S&P 500 by +18.4% annually on this KLAC position. Maximum drawdown during holding period: –23.2%.

πŸ“ˆ Position Alpha vs SPY
+18.4%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 18.4% per year on this position.
6 quarters analyzed

πŸ›‘οΈ Drawdown Resilience
–23.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

1 add Β· 1 trim. Bought during 0 of 2 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.01% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    KLAC price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 32 β€” 0% 0.01% $35K $1075.40
2025 Q2 UNCHANGED 32 β€” 0% 0.01% $29K $891.14
2025 Q1 UNCHANGED 32 β€” 0% 0.01% $22K $674.68
2024 Q4 UNCHANGED 32 β€” 0% 0.01% $20K $623.97
2024 Q3 UNCHANGED 32 β€” 0% 0.01% $25K $764.73
2024 Q2 REDUCED 32 -69 -68.3% 0.01% $26K $812.72
2024 Q1 UNCHANGED 101 β€” 0% 0.04% $70K $687.18
2023 Q4 INITIATED 101 β€” β€” 0.03% $58K β€”

🏒 Other funds also holding KLAC

As of 2025 Q4 β€” sorted by position size

OAKTOP CAPITAL MANAGEMENT II, L.P. 3Y 7Y 32.0% Dakota Wealth Management 3Y 7Y 18.7% Birchview Capital, LP 3Y 7Y 15.57% Harbor Island Capital LLC 3Y 7Y 6.33% EVEXIA WEALTH LLC 6.29% OAK ASSOCIATES LTD /OH/ 3Y 7Y 5.98% Ariose Capital Management Ltd 3Y 7Y 5.41% Triodos Investment Management BV 3Y 7Y 5.18% JGP Wealth Management, LLC 3Y 7Y 5.08% Carmel Capital Management L.L.C. 3Y 5.0%
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