Position in KLAC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$173,072,923
+$90,211,579 QoQ
Shares Held
573,640
+1.9% QoQ
Ownership
0.044%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#190
of 2,471 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Derivatives in KLAC
reported options exposure · as of Jun 30, 2024CallValue
$0
CallShares
0
PutValue
$4,659
PutShares
13,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Creative Planning holds $1,250,491,469 across 26 Semiconductor Equipment & Materials names. KLAC ranks #3 (13.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
667,761 | $482,791,203 | |
| 2 | LRCX |
Lam Research Corp
|
728,684 | $315,760,637 | |
| 3 | KLAC |
Kla Corp
This page
|
573,640 | $173,072,923 | |
| 4 | ASML |
Asml Holding NV
|
59,795 | $118,958,558 | |
| 5 | TER |
Teradyne, Inc
|
72,200 | $34,933,247 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
83,477 | $15,814,717 | |
| 7 | ONTO |
Onto Innovation Inc.
|
41,540 | $15,720,812 | |
| 8 | FORM |
Formfactor Inc
|
72,666 | $11,621,473 |
All Filings in KLAC
Export CSV
36 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $173,072,923 | 573,640 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $82,861,344 | 56,276 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $63,141,631 | 51,965 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $49,680,315 | 46,060 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $37,942,650 | 42,359 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $28,742,623 | 42,281 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $25,470,080 | 40,421 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $29,796,486 | 39,771 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,659 | 1,300 | Put | Sole | 2024-08-15 | |
| 2024-06-30 | $29,312,975 | 35,552 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $13,455 | 1,300 | Put | Sole | 2024-05-13 | |
| 2024-03-31 | $13,304,265 | 19,045 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $10,317,492 | 17,749 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $7,421,118 | 16,180 | Shares | Defined | 2023-11-16 | |
| 2023-09-30 | $7,950 | 1,000 | Put | Sole | 2023-11-16 | |
| 2023-06-30 | $485,020 | 1,000 | Put | Sole | 2023-07-21 | |
| 2023-06-30 | $6,945,000 | 14,319 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $8,013,736 | 20,076 | Shares | Sole | 2023-05-15 | |
| 2023-03-31 | $1,725 | 1,000 | Put | Sole | 2023-05-15 | |
| 2022-12-31 | $1,000 | 1,000 | Put | Sole | 2023-02-10 | |
| 2022-12-31 | $7,708,378 | 20,445 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $18,000 | 1,000 | Put | Sole | 2022-11-03 | |
| 2022-09-30 | $6,179,704 | 20,420 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $6,668,452 | 20,899 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,631,833 | 15,385 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,947,130 | 13,827 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,398,471 | 13,149 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $4,378,455 | 13,505 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $5,366,356 | 16,242 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $2,000 | 1,300 | Put | Sole | 2021-04-30 | |
| 2020-12-31 | $4,087,412 | 15,787 | Shares | Sole | 2021-01-29 | |
| 2020-12-31 | $4,000 | 1,300 | Put | Sole | 2021-01-29 | |
| 2020-09-30 | $7,000 | 1,300 | Put | Sole | 2020-11-05 | |
| 2020-09-30 | $2,898,544 | 14,961 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,330,664 | 17,126 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,662,496 | 18,523 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||