Position in ASML
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$53,714
-$28,177 QoQ
Shares Held
27
-56.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,339
of 2,476 holders
Holding Since
Jun 2020
12 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, 2026Truvestments Capital LLC holds $24,547,057 across 17 Semiconductor Equipment & Materials names. ASML ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMAT |
Applied Materials Inc /De
|
14,183 | $10,254,309 | |
| 2 | LRCX |
Lam Research Corp
|
9,254 | $4,010,035 | |
| 3 | KLAC |
Kla Corp
|
13,207 | $3,984,683 | |
| 4 | NVMI |
Nova Ltd.
|
4,518 | $2,453,002 | |
| 5 | AMKR |
Amkor Technology, Inc.
|
10,256 | $884,374 | |
| 6 | CAMT |
Camtek Ltd
|
4,746 | $774,167 | |
| 7 | TER |
Teradyne, Inc
|
1,319 | $638,184 | |
| 8 | UCTT |
Ultra Clean Holdings, Inc.
|
2,768 | $394,689 |
All Filings in ASML
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,714 | 27 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $81,891 | 62 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $7,489 | 7 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,776 | 7 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,404 | 3 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,264 | 17 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,465 | 5 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,499 | 3 | Shares | Sole | 2024-11-13 | |
| 2021-12-31 | $10,349 | 13 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $9,686 | 13 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $8,980 | 13 | Shares | Sole | 2021-08-12 | |
| 2020-06-30 | $1,472 | 4 | Shares | Sole | 2020-08-06 | |
| No filing history on record for this holder in this stock. | ||||||