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$KLAC:NASDAQ · KLA CORP

Sector: aisemi

Conviction from: NASDAQS&PCitrini

Tradable on: Bitget →

KLA Corporation supplies process control and yield management systems, including inspection and metrology equipment, used by semiconductor and electronics manufacturers to detect defects during chip fabrication.

3 tracked filer(s) hold this · 1 opened, 1 added, 1 trimmed in 31-MAR-2026

Aggregate 13FScore 53 — mean of 3 scored holder(s) · buyers (new/add) avg 48. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Daniel Loeb / Third Point42New buy11,000$16,196,5100.8%
Bridgewater55Added +39%108,674$160,012,6840.7%
Stockbridge Partners LLC (auto-surfaced)61Trimmed -13%133,271$196,229,5534.7%

Beyond 13F — activists, insiders, politicians & research

Congressional trades all politician trades →

2 disclosed trade(s) by 2 filer(s).

Trade dateWhoTypeAmount
2026-04-08Elizabeth Fletcher TX07SELL$1,001 - $15,000PTR
2026-03-27Alan Armstrong senateBUY$1,001 - $15,000PTR

Trump & executive branch trades all Trump/exec trades →

9 disclosed trade(s) by 1 filer(s).

Trade dateWhoTypeAmount
2026-07-01Trump, Donald J PresidentSELL$250,001 - $500,000PTR
2026-07-01Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$50,001 - $100,000PTR
2026-05-14Trump, Donald J PresidentBUY$15,001 - $50,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 -$15,000PTR
2026-05-14Trump, Donald J PresidentBUY$250,001 - $500,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 -$15,000PTR
2026-05-14Trump, Donald J PresidentBUY$1,001 - $15,000PTR

Serenity (@aleabitoreddit) full tracker →

Watching · 3 mention(s), 0 personal-position post(s) · first 2026-01-22 · last 2026-04-23

“@northyvt I feel like $TSM and OSAT/advanced packaging partners are the main beneficiaries apart from $AMD? Maybe like $AMAT, $LRCX, $KLAC, $ASML and others too? $INTC also have their own fabs that they bought back recently so it's happy.” post →

All 3 tweet(s) mentioning this ticker
DateTweet
2026-04-23@northyvt I feel like $TSM and OSAT/advanced packaging partners are the main beneficiaries apart from $AMD? Maybe like $AMAT, $LRCX, $KLAC, $ASML and others too? $INTC also have their own fabs that they bought back recently so it's happy. → · 68 likes · 13,096 views
2026-01-24The potential SiC (Silicon Carbide) Interposer bottleneck stack for $NVDA Rubin and Hyperscaler ASICs (if you didn't like $WOLF): Downstream SiC: $TSM - SiC for CoWoS interposers $AMKR - S-SWIFT packaging for SiC integration $ASX- VIPack platform and optical integration. SiC Midstream: $KLAC - Si… → · 231 likes · 83,464 views
2026-01-22Memory Supercycle Supply Chain TLDR: US Sleeper HBM4/Memory alpha picks that benefit from $MU and SK/Samsung: $VECO ($2B) -Laser annealing $PLAB ($2.1B) - Lithography photomask $ADEA ($2.18B) - Hybrid bonding $ACLS ($2.9B) - Ion implantation $FORM ($6.43B) - HBM wafer testing $ONTO ($10.6B) - Pack… → · 1242 likes · 353,393 views

Citrini Research coverage report library →

ReportDateStance
#115 — Semis Memo: Muscle Memory2026-01-26LONG

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.