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Cliff Asness’s KLAC Holdings & Trades

First Buy
Q4 2012
Duration Held
53 Quarters
Largest Add
Q2 2013
+1.12 M Shares
Current Position
146,374 Shares
$177.86 M Value

Cliff Asness's KLAC Position Overview

Cliff Asness (via Aqr Capital Management LLC) currently holds 146,374 shares of KLA Corporation (KLAC) worth $177.86 M, representing 0.09% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 53 quarters.

Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in KLAC, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2016, adding 1.07 M shares. Largest reduction occurred in Q4 2018, reducing 625,475 shares.

Analysis based on 13F filings available since 2013 Q2

Cliff Asness's KLA Corporation (KLAC) Holding Value Over Time

Track share changes against reported price movement

Quarterly KLA Corporation (KLAC) Trades by Cliff Asness

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +7,047 Add 5.06% 146,374 $1215.09
Q3 2025 +7,209 Add 5.46% 139,327 $1068.10
Q2 2025 +16,746 Add 14.51% 132,118 $889.95
Q1 2025 +15,330 Add 15.32% 115,372 $665.71
Q4 2024 -87,580 Reduce 46.68% 100,042 $630.12
Q3 2024 -18,567 Reduce 9.00% 187,622 $774.41
Q2 2024 +15,013 Add 7.85% 206,189 $824.51
Q1 2024 -8,263 Reduce 4.14% 191,176 $693.82
Q4 2023 -5,033 Reduce 2.46% 199,439 $581.30
Q3 2023 -27,314 Reduce 11.78% 204,472 $458.66
Q2 2023 +3,564 Add 1.56% 231,786 $484.78
Q1 2023 +84,959 Add 59.30% 228,222 $397.86
Q4 2022 -19,683 Reduce 12.08% 143,263 $372.73
Q3 2022 -99,881 Reduce 38.00% 162,946 $302.63
Q2 2022 -150,384 Reduce 36.39% 262,827 $314.03
Q1 2022 +36,342 Add 9.64% 413,211 $366.06
Q4 2021 -77,355 Reduce 17.03% 376,869 $428.76
Q3 2021 -45,084 Reduce 9.03% 454,224 $334.51
Q2 2021 -2,297 Reduce 0.46% 499,308 $321.72
Q1 2021 +30,153 Add 6.40% 501,605 $329.11
Q4 2020 -80,714 Reduce 14.62% 471,452 $256.99
Q3 2020 +263,710 Add 91.42% 552,166 $193.62
Q2 2020 +51,461 Add 21.71% 288,456 $194.48
Q1 2020 -84,316 Reduce 26.24% 236,995 $143.74
Q4 2019 +52,087 Add 19.35% 321,311 $177.81
Q3 2019 +2,781 Add 1.04% 269,224 $158.50
Q2 2019 -25,429 Reduce 8.71% 266,443 $118.20
Q1 2019 -35,297 Reduce 10.79% 291,872 $119.41
Q4 2018 -625,475 Reduce 65.66% 327,169 $89.49
Q3 2018 -415,436 Reduce 30.37% 952,644 $101.71
Q2 2018 -615,395 Reduce 31.03% 1.37 M $103.00
Q1 2018 +417,302 Add 26.64% 1.98 M $109.01
Q4 2017 +321,074 Add 25.79% 1.57 M $105.07
Q3 2017 +341,196 Add 37.75% 1.25 M $106.00
Q2 2017 +73,410 Add 8.84% 903,903 $91.51
Q1 2017 -247,510 Reduce 22.96% 830,493 $95.07
Q4 2016 +1.07 M Add 8519.89% 1.08 M $78.68
Q3 2016 +4,800 Add 62.29% 12,506 $69.73
Q1 2016 +2,866 Add 59.21% 7,706 $72.80
Q4 2015 -93,734 Reduce 95.09% 4,840 $69.42
Q3 2015 -45,374 Reduce 31.52% 98,574 $50.00
Q2 2015 +454 Add 0.32% 143,948 $56.21
Q1 2015 -195,551 Reduce 57.68% 143,494 $58.29
Q4 2014 -146,170 Reduce 30.12% 339,045 $70.32
Q3 2014 -238,735 Reduce 32.98% 485,215 $78.78
Q2 2014 -401,800 Reduce 35.69% 723,950 $72.64
Q1 2014 +46,700 Add 4.33% 1.13 M $69.14
Q4 2013 +125,757 Add 13.19% 1.08 M $64.46
Q3 2013 -169,090 Reduce 15.07% 953,293 $60.85
Q2 2013 +1.12 M Add 0.00% 1.12 M $55.73
Q4 2012 +456,728 Add 0.00% 456,728 $47.76

Cliff Asness's KLA Corporation Investment FAQs

Cliff Asness first purchased KLA Corporation (KLAC) in Q4 2012, acquiring 456,728 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Cliff Asness has held KLA Corporation (KLAC) for 53 quarters since Q4 2012.

Cliff Asness's largest addition to KLA Corporation (KLAC) was in Q2 2013, adding 1,122,383 shares worth $62.55 M.

According to the latest 13F filing for Q4 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 146,374 shares of KLA Corporation (KLAC), valued at approximately $177.86 M.

As of the Q4 2025 filing, KLA Corporation (KLAC) represents approximately 0.09% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.

Cliff Asness's peak holding in KLA Corporation (KLAC) was 1,983,475 shares, as reported at the end of Q1 2018.