Sector: aisemi
Conviction from: NASDAQS&PCitrini
Tradable on: Bitget →
52-week range: 98.10307.37
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.
4 tracked filer(s) hold this · 0 opened, 4 added, 0 trimmed in 30-JUN-2026
Aggregate 13FScore 59 — mean of 4 scored holder(s) · buyers (new/add) avg 59. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Bridgewater | 56 | Added +202% | 328,070 | $98,982,000 | 0.4% |
| Paul Tudor Jones / Tudor | 63 | Added +2733% | 155,806 | $47,008,228 | 0.1% |
| Ancora | 40 | Added +1483% | 823 | $248,380 | 0.0% |
| Steve Cohen / Point72 | 76 | Added +1491% | 49,000 | $14,783,790 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
4 disclosed trade(s) by 4 filer(s).
10 disclosed trade(s) by 1 filer(s).
| Trade date | Who | Type | Amount | |
|---|
| 2026-08-22 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-07-01 | Trump, Donald J President | SELL | $250,001 - $500,000 | PTR |
| 2026-07-01 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $50,001 - $100,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $15,001 - $50,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 -$15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $250,001 - $500,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 -$15,000 | PTR |
| 2026-05-14 | Trump, Donald J President | BUY | $1,001 - $15,000 | PTR |
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
| Date | Tweet |
|---|
| 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 |
| 2026-01-24 | The 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 |
| 2026-01-22 | Memory 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 |
| Report | Date | Stance |
|---|
| #115 — Semis Memo: Muscle Memory | 2026-01-26 | LONG |