Compound Planning, Inc.

Position in KLAC — Kla Corp

CIK 1978879 NEW YORK, NY

Position in KLAC

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$3,293,780

+$716,596 QoQ

Shares Held

2,237

+5.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

Compound Planning, Inc. holds $23,043,984 across 7 Semiconductor Equipment & Materials names. KLAC ranks #5 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV	5,273	$6,964,736
2	AMAT	Applied Materials Inc /De	12,197	$4,168,812
3	LRCX	Lam Research Corp	17,153	$3,664,909
4	TRT	Trio-Tech International	621,500	$3,592,270
5	KLAC	Kla Corp This page	2,237	$3,293,780
6	TER	Teradyne, Inc	2,537	$752,118
7	Q	Qnity Electronics, Inc.	5,264	$607,359

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,293,780	2,237	+5.5%	Shares	Other	2026-05-14
2025-12-31	$2,577,184	2,121	+10.5%	Shares	Sole	2026-02-19
2025-09-30	$2,070,912	1,920	+23.6%	Shares	Sole	2025-11-10
2025-06-30	$1,391,979	1,554	-10.0%	Shares	Sole	2025-08-14
2025-03-31	$1,174,014	1,727	+28.2%	Shares	Sole	2025-05-14
2024-12-31	$848,771	1,347	+17.1%	Shares	Sole	2025-01-17
2024-09-30	$890,571	1,150	-24.9%	Shares	Sole	2024-10-08
2024-06-30	$1,262,324	1,531	+47.9%	Shares	Sole	2024-07-26
2024-03-31	$723,019	1,035	+0.5%	Shares	Sole	2024-05-07
2023-12-31	$598,739	1,030	+49.1%	Shares	Sole	2024-02-08
2023-09-30	$316,934	691	+28.2%	Shares	Sole	2023-11-09
2023-06-30	$261,425	539	-0.2%	Shares	Sole	2023-08-03
2023-03-31	$215,551	540	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.