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MMYT · KLAC in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

MMYTKLAC
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • MMYT
  • KLAC
0102030202120222023202420252026
Holders and value by quarter
QuarterMMYTKLAC
Q3 20202 holders, $131m15 holders, $4.0bn
Q4 20202 holders, $223m14 holders, $5.3bn
Q1 20212 holders, $242m18 holders, $7.4bn
Q2 20212 holders, $219m26 holders, $7.3bn
Q3 20212 holders, $210m25 holders, $7.3bn
Q4 20213 holders, $203m25 holders, $9.0bn
Q1 20223 holders, $207m24 holders, $6.8bn
Q2 20224 holders, $219m17 holders, $6.3bn
Q3 20226 holders, $248m15 holders, $5.7bn
Q4 20224 holders, $216m14 holders, $6.6bn
Q1 20234 holders, $183m22 holders, $6.7bn
Q2 20235 holders, $217m22 holders, $8.3bn
Q3 20237 holders, $377m25 holders, $8.2bn
Q4 20236 holders, $448m23 holders, $10.0bn
Q1 20248 holders, $603m16 holders, $11.0bn
Q2 20248 holders, $878m21 holders, $12.7bn
Q3 20247 holders, $864m28 holders, $11.2bn
Q4 20249 holders, $994m25 holders, $8.0bn
Q1 202510 holders, $1.4bn27 holders, $8.7bn
Q2 202512 holders, $2.1bn22 holders, $12.2bn
Q3 202515 holders, $2.2bn19 holders, $16.5bn
Q4 202511 holders, $1.5bn25 holders, $23.4bn
Q1 20265 holders, $890m22 holders, $32.6bn
Q2 20267 holders, $1.4bn28 holders, $78.0bn
MMYT

Makemytrip Limited Mauritius

Holders
15
Reported value
$2.2bn
Buyers
10
Sellers
5

Breadth +5 among 95 comparable managers.

Industrials
KLAC

Kla Corp

Holders
19
Reported value
$16.5bn
Buyers
11
Sellers
11

Breadth 0 among 95 comparable managers.

IndustrialsAI infrastructure and semiconductors · L3VLUP

Who holds both, Q3 2025

Among the 27 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only MMYT (8)

Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Hudson Bay Capital Management LP, Marshall Wace LLP, Polen Capital Management LLC, Soros Fund Management LLC, Voloridge Investment Management LLC

Only KLAC (12)

AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Bridgewater Associates LP, Capital Research Global Investors, Caxton Associates LLP, Invesco Ltd, Janus Henderson Group Ltd, Neuberger Berman Group LLC, Renaissance Technologies LLC, Squarepoint Ops LLC, Wellington Management Group LLP

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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