Question 1

How many shares of KLAC does ALKEON CAPITAL MANAGEMENT LLC own?

Accepted Answer

As of 2026-Q2, ALKEON CAPITAL MANAGEMENT LLC holds 3.8M shares of KLAC (KLA CORP).

Question 2

What is ALKEON CAPITAL MANAGEMENT LLC's KLAC position worth?

Accepted Answer

As of 2026-Q2, ALKEON CAPITAL MANAGEMENT LLC's KLAC position is worth $1.1B.

Question 3

Is ALKEON CAPITAL MANAGEMENT LLC buying or selling KLAC?

Accepted Answer

In 2026-Q2, ALKEON CAPITAL MANAGEMENT LLC increased their KLAC position (+547.1% change in shares).

Question 4

When did ALKEON CAPITAL MANAGEMENT LLC first buy KLAC?

Accepted Answer

Based on available 13F filings, ALKEON CAPITAL MANAGEMENT LLC first reported a position in KLAC in 2024-Q3. They have held the position across 31 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	3.8M	+547.1%	$1.1B	1.5%	$301.71	81
2026-Q1	Decreased	580,915	-18.2%	$855.3M	1.4%	$1,441.35	0
2025-Q4	Unchanged	710,365	0.0%	$863.2M	1.4%	$1,243.65	0
2025-Q3	Decreased	710,365	-27.5%	$766.2M	1.1%	$1,062.35	0
2025-Q2	Decreased	980,365	-2.5%	$878.2M	1.5%	$886.45	0
2025-Q1	Decreased	1M	-0.1%	$683.4M	1.4%	$669.40	0
2024-Q4	Increased	1M	+6.3%	$633.8M	1.3%	$628.27	53
2024-Q3	Increased	945,835	+5.5%	$732.5M	1.3%	$773.62	53