KLA CORP

KLAC

Held by 1 specialist biotech fund

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Fund Holdings

Eventide Asset Management

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Catalysts

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Position Details

Eventide Asset ManagementNEWFeb 13, 2026

Shares: 45,282Value: $55.2M

**Signal Note: Eventide Initiates $55.2M KLAC Position** Eventide's entry into semiconductor equipment manufacturer KLA reflects confidence in sustained semiconductor demand from AI infrastructure buildout and advanced chip manufacturing capacity expansion. This is a thematic bet on semiconductor supply chain strength rather than a direct biotech play, suggesting Eventide sees durable tailwinds in compute-intensive applications that could benefit biotech R&D and manufacturing efficiency across their portfolio.

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Insider Signals

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Also Held by These Funds

CPRT1 fund DECK1 fund LITE1 fund NTAP1 fund GPI1 fund IMMX1 fund PI1 fund UNP1 fund

Research Links

Yahoo Finance →SEC EDGAR →ClinicalTrials.gov →

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