KLA Corporation
MX ˙ BMV ˙ US4824801009
SecurityMX:KLAC / KLA Corporation
InstitutionCornerstone Planning Group LLC
Latest Disclosed Ownership60 shares
Latest Disclosed Value $ 102,333
Cornerstone Planning Group LLC reports 36.36% increase in ownership of KLAC / KLA Corporation

On May 6, 2026 - Cornerstone Planning Group LLC filed a 13F-HR form disclosing ownership of 60 shares of KLA Corporation (MX:KLAC) valued at $102,333 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 44 shares of KLA Corporation. This represents a change in shares of 36.36% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-06 2026-03-31 13F KLA CORP COM Common Stock 482480100 60 16 36.36 102 43.66 0.0137
2026-02-02 2025-12-31 13F KLA CORP COM Common Stock 482480100 44 -1 -2.22 72 31.48 0.0112
2025-11-04 2025-09-30 13F KLA CORP COM Common Stock 482480100 45 10 28.57 55 80.00 0.0088
2025-08-11 2025-06-30 13F KLA CORP COM Common Stock 482480100 35 -1 -2.78 31 30.43 0.0063
2025-04-30 2025-03-31 13F KLA CORP COM Common Stock 482480100 36 17 89.47 24 76.92 0.0057
2025-01-29 2024-12-31 13F KLA CORP COM Common Stock 482480100 19 -4 -17.39 13 -18.75 0.0033
2024-11-05 2024-09-30 13F KLA CORP COM Common Stock 482480100 23 -11 -32.35 16 -30.43 0.0042
2024-08-13 2024-06-30 13F KLA CORP COM Common Stock 482480100 34 -21 -38.18 24 -39.47 0.0069
2024-05-07 2024-03-31 13F KLA CORP COM Common Stock 482480100 55 2 3.77 38 26.67 0.0119
2024-02-12 2023-12-31 13F KLA Common Stock 482480100 53 -9 -14.52 31 7.14 0.0102
2023-11-08 2023-09-30 13F KLA COMMON STOCK 482480100 62 2 3.33 28 -3.45 0.0108
2023-08-15 2023-06-30 13F KLA CORPORATION COM COM 482480100 60 25 71.43 29 107.14 0.0115
2023-02-14 2022-12-31 13F KLA CORPORATION COM COM 482480100 35 35 14 0.0059
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.