Americana Partners, LLC

Position in ASML — Asml Holding NV

CIK 1797678 Houston, TX

Position in ASML

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

Position Value

$23,950,866

+$7,988,636 QoQ

Shares Held

12,039

-0.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#350

of 2,476 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Americana Partners, LLC holds $37,868,693 across 6 Semiconductor Equipment & Materials names. ASML ranks #1 (63.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV This page	12,039	$23,950,866
2	KLAC	Kla Corp	19,378	$5,846,536
3	LRCX	Lam Research Corp	10,295	$4,461,132
4	TER	Teradyne, Inc	4,063	$1,965,841
5	AMAT	Applied Materials Inc /De	1,779	$1,286,217
6	ENTG	Entegris Inc	1,991	$358,101

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,950,866	12,039	-0.4%	Shares	Sole	2026-08-05
2026-03-31	$15,962,230	12,085	+5.1%	Shares	Sole	2026-05-12
2025-12-31	$12,305,529	11,502	+3.6%	Shares	Sole	2026-02-06
2025-09-30	$10,743,862	11,098	+2.6%	Shares	Sole	2025-10-29
2025-06-30	$8,664,628	10,812	+34.7%	Shares	Sole	2025-08-07
2025-03-31	$5,320,256	8,029	+17.1%	Shares	Sole	2025-05-12
2024-12-31	$4,752,449	6,857	+92.3%	Shares	Sole	2025-01-31
2024-09-30	$2,970,536	3,565	+7.0%	Shares	Sole	2024-10-28
2024-06-30	$3,407,736	3,332	+7.3%	Shares	Sole	2024-07-30
2024-03-31	$3,012,338	3,104	+4.2%	Shares	Sole	2024-05-07
2023-12-31	$2,254,864	2,979	-8.4%	Shares	Sole	2024-01-25
2023-09-30	$1,914,322	3,252	+10.2%	Shares	Sole	2023-11-07
2023-06-30	$2,139,462	2,952	+4.0%	Shares	Sole	2023-07-31
2023-03-31	$1,931,854	2,838	+0.2%	Shares	Sole	2023-05-08
2022-12-31	$1,547,951	2,833	-5.5%	Shares	Sole	2023-01-30
2022-09-30	$1,245,634	2,999	+3.1%	Shares	Sole	2022-11-14
2022-06-30	$1,384,334	2,909	-2.5%	Shares	Sole	2022-08-15
2022-03-31	$1,992,435	2,983	+408.2%	Shares	Sole	2022-05-06
2021-12-31	$467,334	587	—	Shares	Sole	2022-01-28
No filing history on record for this holder in this stock.