SEC 13F Intelligence

Oaktop Capital Management II, L.P. / KLAC

Oaktop Capital Management II, L.P.’s Kla Corp Position

Does Oaktop Capital Management II, L.P. own Kla Corp (KLAC)? Yes — 310.7K shares worth $458M (+34.14% of its 13F portfolio) as of Q1 2026.

Position Value
$458M
Q1 2026
Shares
310.7K
% of Portfolio
+34.14%
Quarters Held
30
currently held

Position History KLAC

Reported value by quarter
Q4 ’18: $36MQ4 ’18Q1 ’19: $48MQ2 ’19: $47MQ3 ’19: $64MQ4 ’19: $71MQ4 ’19Q1 ’20: $58MQ2 ’20: $78MQ3 ’20: $78MQ4 ’20: $104MQ4 ’20Q1 ’21: $132MQ2 ’21: $130MQ3 ’21: $134MQ4 ’21: $172MQ4 ’21Q1 ’22: $147MQ2 ’22: $128MQ3 ’22: $120MQ4 ’22: $149MQ4 ’22Q1 ’23: $158MQ2 ’23: $191MQ3 ’23: $180MQ4 ’23: $229MQ4 ’23Q1 ’24: $275MQ2 ’24: $324MQ3 ’24: $303MQ4 ’24: $241MQ4 ’24Q1 ’25: $248MQ2 ’25: $305MQ3 ’25: $355MQ4 ’25: $378MQ4 ’25Q1 ’26: $458Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026310.7K$458M+34.14%
Q4 2025310.7K$378M+32.00%
Q3 2025328.9K$355M+32.08%
Q2 2025341.0K$305M+32.86%
Q1 2025364.1K$248M+32.97%
Q4 2024382.1K$241M+30.07%
Q3 2024391.6K$303M+33.09%
Q2 2024392.8K$324M+33.17%
Q1 2024393.1K$275M+31.73%
Q4 2023393.1K$229M+30.30%
Q3 2023393.1K$180M+30.09%
Q2 2023393.1K$191M+28.98%
Q1 2023395.8K$158M+26.55%
Q4 2022395.8K$149M+26.70%
Q3 2022395.8K$120M+24.07%
Q2 2022400.8K$128M+23.15%
Q1 2022400.8K$147M+20.95%
Q4 2021400.8K$172M+20.79%
Q3 2021400.8K$134M+18.57%
Q2 2021400.8K$130M+18.60%
Q1 2021400.8K$132M+20.42%
Q4 2020400.8K$104M+18.28%
Q3 2020400.8K$78M+17.16%
Q2 2020400.8K$78M+18.32%
Q1 2020400.8K$58M+17.63%
Q4 2019400.8K$71M+18.74%
Q3 2019400.8K$64M+13.19%
Q2 2019400.8K$47M+10.19%
Q1 2019400.8K$48M+9.99%
Q4 2018400.8K$36M+9.98%

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