OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC

Position in ASML — Asml Holding NV

CIK 1005607 SAN FRANCISCO, CA

Back to ASML Full portfolio

Position in ASML

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$14,604,478

+$4,826,374 QoQ

Shares Held

7,341

-0.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.28%

of 13F equity value

Holder Rank

#472

of 2,476 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Common Shares in ASML Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC holds $17,344,225 across 3 Semiconductor Equipment & Materials names. ASML ranks #1 (84.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV This page	7,341	$14,604,478
2	LRCX	Lam Research Corp	3,361	$1,456,422
3	AMAT	Applied Materials Inc /De	1,775	$1,283,325

All Filings in ASML

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7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,604,478	7,341	-0.8%	Shares	Sole	2026-08-04
2026-03-31	$9,778,104	7,403	-0.9%	Shares	Sole	2026-04-27
2025-12-31	$7,996,133	7,474	-2.3%	Shares	Sole	2026-01-27
2025-09-30	$7,403,952	7,648	+1.6%	Shares	Sole	2025-10-30
2025-06-30	$6,033,665	7,529	+4.1%	Shares	Sole	2025-08-12
2025-03-31	$4,790,152	7,229	+2.7%	Shares	Sole	2025-04-21
2024-12-31	$4,879,976	7,041	—	Shares	Sole	2025-01-24
No filing history on record for this holder in this stock.