Sunstone Asset Management, L.P.

Position in KLAC — Kla Corp

CIK 2111996 New York, NY

Position in KLAC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,068,053

-$345,460 QoQ

Shares Held

3,540

-63.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.39%

of 13F equity value

Holder Rank

#1,399

of 2,471 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Sunstone Asset Management, L.P. holds $11,052,948 across 4 Semiconductor Equipment & Materials names. KLAC ranks #4 (9.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMAT	Applied Materials Inc /De	7,580	$5,480,340
2	ASML	Asml Holding NV	1,700	$3,382,047
3	TER	Teradyne, Inc	2,320	$1,122,508
4	KLAC	Kla Corp This page	3,540	$1,068,053

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,068,053	3,540	+268.8%	Shares	Sole	2026-08-14
2026-03-31	$1,413,513	960	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.