Alvarez & Marsal Private Wealth Partners, LLC
Position in KLAC — Kla Corp
CIK 2109121
WEST PALM BEACH, FL
Position in KLAC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,523,635
+$752,093 QoQ
Shares Held
5,050
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#1,263
of 2,471 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KLAC Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Jun 30, 2026Alvarez & Marsal Private Wealth Partners, LLC holds $3,276,676 across 3 Semiconductor Equipment & Materials names. KLAC ranks #1 (46.5% of the industry book) .
All Filings in KLAC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,523,635 | 5,050 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $771,542 | 524 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $415,557 | 342 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||