SEC 13F Intelligence

Wedge Capital Management L L P/Nc / KLAC

Wedge Capital Management L L P/Nc’s Kla Corp Position

Does Wedge Capital Management L L P/Nc own Kla Corp (KLAC)? Yes — 40.8K shares worth $60M (+1.11% of its 13F portfolio) as of Q1 2026, down from 52.9K shares the prior filed quarter.

Position Value
$60M
Q1 2026
Shares
40.8K
% of Portfolio
+1.11%
Quarters Held
23
currently held

Position History KLAC

Reported value by quarter
Q1 ’19: $40MQ1 ’19Q2 ’19: $47MQ3 ’20: $72MQ4 ’20: $72MQ4 ’20Q1 ’21: $72MQ2 ’21: $65MQ3 ’21: $68MQ3 ’21Q4 ’21: $68MQ1 ’22: $55MQ2 ’22: $41MQ2 ’22Q1 ’23: $74MQ2 ’23: $86MQ3 ’23: $66MQ3 ’23Q4 ’23: $79MQ1 ’24: $85MQ2 ’24: $67MQ2 ’24Q3 ’24: $60MQ4 ’24: $66MQ1 ’25: $56MQ1 ’25Q2 ’25: $70MQ3 ’25: $79MQ4 ’25: $64MQ4 ’25Q1 ’26: $60Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202640.8K$60M+1.11%
Q4 202552.9K$64M+1.15%
Q3 202573.4K$79M+1.34%
Q2 202577.7K$70M+1.24%
Q1 202582.1K$56M+1.08%
Q4 2024104.8K$66M+1.19%
Q3 202478.0K$60M+1.04%
Q2 202481.6K$67M+1.19%
Q1 2024122.2K$85M+1.38%
Q4 2023135.9K$79M+1.41%
Q3 2023144.9K$66M+1.31%
Q2 2023176.5K$86M+1.36%
Q1 2023184.2K$74M+1.24%
Q2 2022128.3K$41M+0.65%
Q1 2022150.6K$55M+0.74%
Q4 2021157.2K$68M+0.84%
Q3 2021202.1K$68M+0.87%
Q2 2021200.1K$65M+0.80%
Q1 2021217.0K$72M+0.85%
Q4 2020278.5K$72M+0.84%
Q3 2020370.9K$72M+0.96%
Q2 2019398.6K$47M+0.54%
Q1 2019338.5K$40M+0.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wedge Capital Management L L P/Nc’s full portfolio or all institutional holders of KLAC.