Position in ASML
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$204,160,693
+$64,551,453 QoQ
Shares Held
154,570
+18.5% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 48.09147958853594.ToString("F0")%
Shared 0.ToString("F0")%
None 51.90852041146407.ToString("F0")%
Common Shares in ASML Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026Grantham, Mayo, Van Otterloo & Co. LLC holds $1,847,542,557 across 12 Semiconductor Equipment & Materials names. ASML ranks #2 (11.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LRCX |
Lam Research Corp
|
6,904,206 | $1,475,152,653 | |
| 2 | ASML |
Asml Holding NV
This page
|
154,570 | $204,160,693 | |
| 3 | KLAC |
Kla Corp
|
461,202 | $67,907,843 | |
| 4 | ACLS |
Axcelis Technologies Inc
|
334,786 | $31,161,880 | |
| 5 | ONTO |
Onto Innovation Inc.
|
136,474 | $27,986,723 | |
| 6 | ENTG |
Entegris Inc
|
120,864 | $14,170,095 | |
| 7 | VECO |
Veeco Instruments Inc
|
365,022 | $12,359,644 | |
| 8 | AMAT |
Applied Materials Inc /De
|
21,315 | $7,285,253 |
All Filings in ASML
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $204,160,693 | 154,570 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $139,609,240 | 130,493 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $23,840,184 | 24,626 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,767,469 | 5,949 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,538,535 | 3,831 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $650,109 | 938 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $630,770 | 757 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||