SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC KLAC — KLA CORP

Ownership history in SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC  ·  5 quarters on record

AI Ownership Summary

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC reported KLA CORP (KLAC) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 1.22% in 2026 Q2. The latest visible filing shows KLAC at 1.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KLAC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC's position in KLA CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

KLAC was reported at 1.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.22% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KLAC stock page SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC fund profile SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC full holdings
How SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC held KLAC — position size vs. price
% of Fund (quarterly)    KLAC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 229,500 +219,500 +2195.0% 1.22% $69.2M 2026-08-14 $203.49
2026 Q1 REDUCED 41.5% +89.3% ❌ 10,000 -7,100 -41.5% 0.40% $14.7M 2026-05-15 $180.00
2025 Q3 REDUCED 50.6% +17.1% ❌ 17,100 -17,500 -50.6% 0.38% $18.4M 2025-11-14 $112.82
2025 Q3 ADDED — — — 34,600 +16,600 +92.2% 0.77% $37.3M 2025-11-14 $112.82
2024 Q4 INITIATED — — — 18,000 — — 0.22% $11.3M 2025-02-14 $74.16

🏢 Other funds also holding KLAC

As of 2026 Q2 — sorted by position size

UHLMANN PRICE SECURITIES, LLC 88.42% OAKTOP CAPITAL MANAGEMENT II, L.P. 3Y 7Y 39.2% Birchview Capital, LP 3Y 7Y 25.18% Argos Wealth Advisors, LLC 11.27% Harbor Island Capital LLC 3Y 7Y 10.92% OAK ASSOCIATES LTD /OH/ 3Y 7Y 10.0% Jones Kertz & Associates, Inc. 9.97% Cunning Capital Partners, LP 3Y 9.63% JGP Wealth Management, LLC 3Y 7Y 9.39% Local Pensions Partnership Investment Ltd 9.25%

FAQ About SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC and KLAC

These are the practical questions this page is built to answer before you even open the full history table.

How long has SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC reported owning KLAC?

SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC reported KLAC across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported KLAC position in SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for KLAC was 1.22% in 2026 Q2.

What is the latest reported KLAC position on this page?

The most recent filing on this page is 2026 Q2, when SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC reported 229,500 shares, equal to 1.22% of portfolio, with an estimated market value of $69.2M.

What does the chart on this KLAC ownership page compare?

The chart compares SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC's quarterly KLAC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC time their KLAC position?

Based on 13F filing dates vs. subsequent KLAC price moves, SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on KLAC relative to SPY over the holding period was +6734.2%.

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