SEC 13F Intelligence

Theleme Partners LLP / KLAC

Theleme Partners LLP’s Kla Corp Position

Does Theleme Partners LLP own Kla Corp (KLAC)? Not currently — the last reported position was 288.5K shares worth $41M in Q1 2020; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$41M
Q1 2020
Shares
288.5K
% of Portfolio
+2.98%
Quarters Held
4
position exited

Position History KLAC

Reported value by quarter
Q1 ’19: $35MQ1 ’19Q2 ’19: $120MQ2 ’19Q3 ’19: $96MQ3 ’19Q1 ’20: $41MQ1 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2020288.5K$41M+2.98%
Q3 2019602.8K$96M+4.45%
Q2 20191.02M$120M+5.83%
Q1 2019291.0K$35M+2.07%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Theleme Partners LLP’s full portfolio or all institutional holders of KLAC.