Telemark Asset Management, LLC

Position in ASML — Asml Holding NV

CIK 1420816 BOSTON, MA

Position in ASML

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$19,894,399

+$6,686,099 QoQ

Shares Held

10,000

0.0% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.44%

of 13F equity value

Holder Rank

#398

of 2,476 holders

Holding Since

Jun 2021

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Telemark Asset Management, LLC holds $95,205,599 across 4 Semiconductor Equipment & Materials names. ASML ranks #3 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TER	Teradyne, Inc	75,000	$36,288,000
2	AMAT	Applied Materials Inc /De	30,000	$21,690,000
3	ASML	Asml Holding NV This page	10,000	$19,894,399
4	LRCX	Lam Research Corp	40,000	$17,333,200

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,894,399	10,000	0.0%	Shares	Sole	2026-08-10
2026-03-31	$13,208,300	10,000	0.0%	Shares	Sole	2026-05-12
2025-12-31	$10,698,600	10,000	+150.0%	Shares	Sole	2026-02-11
2025-09-30	$3,872,360	4,000	-60.0%	Shares	Sole	2025-11-10
2025-06-30	$8,013,900	10,000	0.0%	Shares	Sole	2025-08-12
2024-09-30	$8,332,500	10,000	-50.0%	Shares	Sole	2024-11-12
2024-06-30	$20,454,600	20,000	0.0%	Shares	Sole	2024-08-09
2023-12-31	$15,138,400	20,000	+33.3%	Shares	Sole	2024-02-12
2023-09-30	$8,829,900	15,000	-57.1%	Shares	Sole	2023-11-09
2023-06-30	$25,366,250	35,000	+75.0%	Shares	Sole	2023-08-10
2022-03-31	$13,358,600	20,000	-50.0%	Shares	Sole	2022-05-11
2021-12-31	$31,845,600	40,000	-11.1%	Shares	Sole	2022-02-10
2021-09-30	$33,529,950	45,000	0.0%	Shares	Sole	2021-11-12
2021-06-30	$31,087,800	45,000	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.