Position in ASML
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$65,651
-$1,711 QoQ
Shares Held
33
-35.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,318
of 2,476 holders
Holding Since
Sep 2024
8 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, 2026TD Capital Management LLC holds $104,673 across 8 Semiconductor Equipment & Materials names. ASML ranks #1 (62.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
This page
|
33 | $65,651 | |
| 2 | LRCX |
Lam Research Corp
|
25 | $10,833 | |
| 3 | Q |
Qnity Electronics, Inc.
|
60 | $9,798 | |
| 4 | FORM |
Formfactor Inc
|
60 | $9,595 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
76 | $6,553 | |
| 6 | ACLS |
Axcelis Technologies Inc
|
6 | $1,136 | |
| 7 | COHU |
Cohu Inc
|
14 | $1,034 | |
| 8 | AMAT |
Applied Materials Inc /De
|
0 | $73 |
All Filings in ASML
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $65,651 | 33 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $67,362 | 51 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $54,562 | 51 | Shares | Sole | 2026-02-26 | |
| 2025-09-30 | $47,436 | 49 | Shares | Sole | 2025-11-24 | |
| 2025-06-30 | $39,268 | 49 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $6,626 | 10 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,930 | 10 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $3,333 | 4 | Shares | Sole | 2024-11-08 | |
| No filing history on record for this holder in this stock. | ||||||