Allen Investment Management, LLC

Position in ASML — Asml Holding NV

CIK 1326234 NEW YORK, NY

Back to ASML Full portfolio

Position in ASML

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$130,278,471

+$47,255,060 QoQ

Shares Held

65,485

+4.2% QoQ

Ownership

0.017%

of shares outstanding

% of Portfolio

1.86%

of 13F equity value

Holder Rank

#123

of 2,476 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in ASML Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Allen Investment Management, LLC holds $175,718,104 across 4 Semiconductor Equipment & Materials names. ASML ranks #1 (74.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV This page	65,485	$130,278,471
2	LRCX	Lam Research Corp	92,737	$40,185,724
3	KLAC	Kla Corp	13,860	$4,181,700
4	AMAT	Applied Materials Inc /De	1,483	$1,072,209

All Filings in ASML

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$130,278,471	65,485	+4.2%	Shares	Defined	2026-08-05
2026-03-31	$83,023,411	62,857	-17.6%	Shares	Defined	2026-05-07
2025-12-31	$81,652,785	76,321	-11.3%	Shares	Defined	2026-02-10
2025-09-30	$83,278,974	86,024	+10.6%	Shares	Defined	2025-11-06
2025-06-30	$62,340,128	77,790	+17.3%	Shares	Defined	2025-08-07
2025-03-31	$43,956,223	66,336	+24.5%	Shares	Defined	2025-05-07
2024-12-31	$36,942,550	53,302	+32.4%	Shares	Defined	2025-02-10
2024-09-30	$33,556,644	40,272	+16.7%	Shares	Defined	2024-11-07
2024-06-30	$35,291,344	34,507	+16.9%	Shares	Defined	2024-08-08
2024-03-31	$28,653,126	29,525	+27.0%	Shares	Defined	2024-05-07
2023-12-31	$17,603,688	23,257	+13.4%	Shares	Defined	2024-02-14
2023-09-30	$12,076,948	20,516	+8.6%	Shares	Defined	2023-11-13
2023-06-30	$13,694,876	18,896	-0.9%	Shares	Defined	2023-08-07
2023-03-31	$12,983,181	19,073	+5.8%	Shares	Defined	2023-05-09
2022-12-31	$9,847,220	18,022	0.0%	Shares	Defined	2023-02-13
2022-09-30	$7,485,437	18,022	-0.6%	Shares	Defined	2022-11-07
2022-06-30	$8,631,511	18,138	-1.4%	Shares	Defined	2022-08-08
2022-03-31	$12,281,228	18,387	-2.4%	Shares	Defined	2022-05-05
2021-12-31	$14,998,481	18,839	+2.8%	Shares	Defined	2022-02-10
2021-09-30	$13,650,415	18,320	+7.2%	Shares	Defined	2021-11-05
2021-06-30	$11,804,383	17,087	0.0%	Shares	Defined	2021-08-11
2021-03-31	$10,548,830	17,087	+14.3%	Shares	Defined	2021-05-17
2020-12-31	$7,288,975	14,945	0.0%	Shares	Defined	2021-02-03
2020-09-30	$5,518,740	14,945	0.0%	Shares	Defined	2020-11-03
2020-06-30	$5,500,208	14,945	0.0%	Shares	Defined	2020-08-10
2020-03-31	$3,910,209	14,945	—	Shares	Defined	2020-05-07
No filing history on record for this holder in this stock.