Vltava Fund Exited KLA Corporation (KLAC) Amid Price-Quality Imbalance
Vltava Fund, a value-focused investment management company, published its investor letter for the second quarter of 2026. A copy of the letter can be downloaded here.
Kla Corp (KLAC)
Market is closed
Sector: Optical Instruments & Lenses
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 7,912,790 | $1,165,087,112 | +3% | 0.63% |
| 2. | Alkeon Capital Management Panayotis Takis Sparaggis | 5,809,150 | $855,345,055 | -19% | 1.44% |
| 3. | Impax Asset Management Ian Simm | 3,637,890 | $535,647,414 | +72% | 3.73% |
| 4. | Polar Capital Brian Ashford-Russell And Tim Woolley | 2,713,190 | $399,492,809 | -21% | 1.42% |
| 5. | 2,000,000 | $294,482,007 | -50% | 0.49% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $301.03 | 377 | $113,486.43 | 12,017 | 2021-05-11 | Filing | |
| $101.57 | 107 | $10,868.10 | 6,815 | 2018-04-27 | Filing | |
| $107.09 | 204 | $21,845.95 | 6,708 | 2018-02-14 | Filing | |
| $64.44 | 67 | $4,317.21 | 19,610 | 2015-03-03 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $285.30 | 14,392 | $4,106,037.60 | 53,367 | 2026-07-01 | Filing | |
| $2,213.37 | 4,512 | $9,986,725.44 | 71,383 | 2026-06-11 | Filing | |
| $1,794.00 | 4,512 | $8,094,528.00 | 75,895 | 2026-05-12 | Filing | |
| $1,879.02 | 297 | $558,068.94 | 1,957 | 2026-05-11 | Filing | |
| $1,874.71 | 550 | $1,031,088.30 | 3,551 | 2026-05-11 | Filing |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 266,082 | $80,279,615 | 1.23% | |
| 2. | 13,550 | $4,088,171 | 0.87% | |
| 3. | 10,020 | $3,023,134 | 1.42% | |
| 4. | 8,371 | $2,525,614 | 0.23% | |
| 5. | 7,641 | $2,305,366 | 0.63% |
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