Atlantic Edge Private Wealth Management, LLC
Position in KLAC — Kla Corp
CIK 2011145
JACKSONVILLE, FL
Position in KLAC
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$17,775,244
+$8,453,417 QoQ
Shares Held
58,915
-6.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
7.79%
of 13F equity value
Holder Rank
#529
of 2,471 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Derivatives in KLAC
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$301,710
PutShares
1,000
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, 2026Atlantic Edge Private Wealth Management, LLC holds $18,420,757 across 4 Semiconductor Equipment & Materials names. KLAC ranks #1 (96.5% of the industry book) .
All Filings in KLAC
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $301,710 | 1,000 | Put | Sole | 2026-07-23 | |
| 2026-06-30 | $17,775,244 | 58,915 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $147,241 | 100 | Put | Sole | 2026-04-22 | |
| 2026-03-31 | $9,321,827 | 6,331 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,334,222 | 6,036 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $6,513,665 | 6,039 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $6,537,110 | 7,298 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $5,021,682 | 7,387 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,673,600 | 7,417 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5,821,239 | 7,517 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $6,210,209 | 7,532 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $5,309,132 | 7,600 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $4,319,059 | 7,430 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||