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Disclosery

NZS Capital, LLC: KLAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NZS Capital, LLC on KLAC, newest first. How the timeline and the estimate are built.

NZS Capital, LLC held 395,646 KLAC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 395,646 shares
    Change vs previous 13F +352,471 shares

    3.1% of the 13F portfolio, value $119,370,355.

    13F-HR 0001816616-26-000004 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 43,175 shares
    Change vs previous 13F -3,640 shares

    2.12% of the 13F portfolio, value $63,571,302.

    13F-HR 0001816616-26-000003 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 46,815 shares
    Change vs previous 13F -696 shares

    1.74% of the 13F portfolio, value $56,883,970.

    13F-HR 0001816616-26-000002 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 47,511 shares
    Change vs previous 13F -9,189 shares

    1.57% of the 13F portfolio, value $51,245,365.

    13F-HR 0001816616-25-000008 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 56,700 shares
    Change vs previous 13F -1,793 shares

    1.73% of the 13F portfolio, value $50,788,458.

    13F-HR 0001816616-25-000005 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 58,493 shares
    Change vs previous 13F -4,335 shares

    1.79% of the 13F portfolio, value $39,763,541.

    13F-HR 0001816616-25-000004 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 62,828 shares
    Change vs previous 13F -47,904 shares

    1.68% of the 13F portfolio, value $39,589,179.

    13F-HR 0001816616-25-000002 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 110,732 shares
    Change vs previous 13F not available

    3.34% of the 13F portfolio, value $85,751,968.

    13F-HR 0001816616-24-000009 filed by NZS Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).