Question 1

Does Alkeon Capital Management own KLAC stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Alkeon Capital Management holds 3,759,150 shares of KLAC (KLA), worth $1.1B.

Question 2

How many shares of KLAC does Alkeon Capital Management own?

Accepted Answer

As of its Q2 2026 13F, Alkeon Capital Management holds 3,759,150 shares of KLAC (KLA).

Question 3

What is Alkeon Capital Management's KLAC position worth?

Accepted Answer

As of its Q2 2026 13F, Alkeon Capital Management's KLAC position is worth $1.1B.

Question 4

Is Alkeon Capital Management buying or selling KLAC?

Accepted Answer

In Q2 2026, Alkeon Capital Management increased its KLAC position from 580,915 to 3,759,150 shares.

Question 5

When did Alkeon Capital Management first buy KLAC?

Accepted Answer

Alkeon Capital Management already held KLAC in its Q4 2018 13F, the earliest on record, and has listed it in 31 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	3.8M	+547.1%	$1.1B	1.5%	$301.37	81
2026-Q1	Decreased	580,915	-18.2%	$855.3M	1.4%	$146.89	0
2025-Q4	Unchanged	710,365	0.0%	$863.2M	1.4%	$121.06	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%	$62.25	53
2024-Q3	Increased	945,835	+5.5%	$732.5M	1.3%	$76.29	53