Ardmore Road Asset Management LP

Position in ASML — Asml Holding NV

CIK 1835730 WESTPORT, CT

Position in ASML

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$32,029,982

+$21,399,727 QoQ

Shares Held

16,100

+54.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.88%

of 13F equity value

Holder Rank

#292

of 2,476 holders

Holding Since

Mar 2024

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Ardmore Road Asset Management LP holds $94,020,535 across 5 Semiconductor Equipment & Materials names. ASML ranks #2 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	97,000	$42,033,010
2	ASML	Asml Holding NV This page	16,100	$32,029,982
3	AMAT	Applied Materials Inc /De	14,300	$10,338,900
4	AMKR	Amkor Technology, Inc.	100,000	$8,623,000
5	KLAC	Kla Corp	3,300	$995,643

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,029,982	16,100	+54.9%	Shares	Sole	2026-08-14
2024-06-30	$10,630,255	10,394	-13.4%	Shares	Sole	2024-08-14
2024-03-31	$11,645,640	12,000	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.