Follow-The-Filings

Security · featured owners

KLAC Kla Corp.

Information Technology COM NEW Equity as of 2026 Q2 among managers we track

  • 6 Owners
  • #272
  • Max 5.8%
  • Master 0.03%
  • $432M
  • 2 new 4 add 2 exits

Who owns this now

Largest portfolio weights among featured holders · max 5.8% (Jensen Investment Management) · not free-float ownership

  1. Jensen Investment Management add 5.8%
  2. Brad Gerstner new 1.8%
  3. Torray Investment Partners add 1.5%
  4. Murray Stahl add 0.07%
  5. Kentucky Trust Co. add 0.03%
  6. Lee Ainslie new 0.01%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Jensen Investment Management 2026 Q2 5.8% Add +377.2% 790,391 $238M history
Brad Gerstner - Altimeter Capital Management 2026 Q2 1.8% New 1.8% 578,230 $174M history
Torray Investment Partners 2026 Q2 1.5% Add +737.5% 36,890 $11M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.07% Add +820.1% 19,855 $6M history
Lee Ainslie - Maverick Capital 2026 Q2 0.01% New 0.01% 5,599 $2M history
Kentucky Trust Co. - Kentucky Trust 2026 Q2 0.03% Add +900.0% 210 $63K history
Ben Hoskin - Value Aligned Research Advisors exited 2026 Q2 last 2026 Q1 1.0% Exit −1.02 pp 143,401 $211M history
Dan Loeb - Third Point exited 2026 Q2 last 2026 Q1 0.78% Exit −0.78 pp 11,000 $16M history

6 current · 2 exited last period · options excluded

SEC filings

Recent issuer filings from EDGAR · 3 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-K Filing Doc
8-K 8.01,9.01 Filing Doc
8-K 2.02,9.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 9 rows shown

Filed Form Detail Links
4 Period Aug 13, 2026 Filing Doc
4 Period Aug 12, 2026 Filing Doc
4 Period Aug 11, 2026 · 2 forms Filing Doc
4 Period Aug 10, 2026 · 2 forms Filing Doc
4 Period Aug 7, 2026 · 6 forms Filing Doc
4 Period Aug 6, 2026 Filing Doc
4 Period Aug 5, 2026 · 5 forms Filing Doc
4 Period Aug 5, 2026 · 2 forms Filing Doc
4 Period Aug 4, 2026 · 5 forms Filing Doc

Updated 23 days ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025 FY2026
Revenue $10.5B $9.81B $12.16B $13.58B
Gross profit * $6.28B $5.88B $7.4B $8.32B
Gross margin * 59.8% 60.0% 60.9% 61.3%
Net income $3.39B $2.76B $4.06B $4.83B
Net margin * 32.3% 28.1% 33.4% 35.6%

Balance sheet

Metric FY2023 FY2024 FY2025 FY2026
Total current assets $8.37B $10.03B $10.7B $12.38B
Total non-current assets * $5.7B $5.4B $5.37B $5.57B
Total assets $14.07B $15.43B $16.07B $17.95B
Total current liabilities $3.74B $4.66B $4.09B $4.3B
Total non-current liabilities * $7.41B $7.4B $7.29B $7.3B
Total equity $2.92B $3.37B $4.69B $6.35B

Cash flow

Metric FY2023 FY2024 FY2025 FY2026
Cash from operations $3.67B $3.31B $4.08B $4.14B
Cash from investing -$0.483B -$1.48B -$0.202B -$1.19B
Cash from financing -$2.83B -$1.78B -$3.79B -$3.39B
Net change in cash $342.96M $49.26M $101.78M -$429.07M

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders