Fri, Jun 13, 2025
Jun 13
3,289 shares @ $0.00
Increased holdings by +660.40%
📍 KLAC ThesisConcentrates 100% of 53 backtested trades in KLAC, which has averaged +53.4% @730d vs SPY. Their own timing adds only -6.9% on top — this is thesis validation, not market-timing skill. Methodology →
Cluster Buy
Trade made by a director
Part of a cluster of 5 transactions by 4 insiders
30% win rate · -14.8% median edge vs SPY (56 trades, 90-day)
Price 19% below 200-day moving average
MRVLMarvell Technology, Inc.
Information TechnologySemiconductors
1D0.00%
1W-8.05%
1M-6.90%
3M+123.99%
6M—
1Y—