Intrinsic Value Partners, LLC

Position in ASML — Asml Holding NV

CIK 1910364 PHOENIX, AZ

Position in ASML

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

Position Value

$1,509,984

+$88,771 QoQ

Shares Held

759

-29.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#1,212

of 2,476 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Intrinsic Value Partners, LLC holds $5,036,055 across 2 Semiconductor Equipment & Materials names. ASML ranks #2 (30.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AMAT	Applied Materials Inc /De	4,877	$3,526,071
2	ASML	Asml Holding NV This page	759	$1,509,984

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,509,984	759	-29.5%	Shares	Sole	2026-07-14
2026-03-31	$1,421,213	1,076	-0.1%	Shares	Sole	2026-04-28
2025-12-31	$1,152,239	1,077	-2.8%	Shares	Sole	2026-01-21
2025-09-30	$1,072,643	1,108	+6.4%	Shares	Sole	2025-11-14
2025-06-30	$834,246	1,041	-0.5%	Shares	Sole	2025-07-21
2025-03-31	$693,110	1,046	0.0%	Shares	Sole	2025-05-08
2024-12-31	$724,961	1,046	-0.9%	Shares	Sole	2025-01-30
2024-09-30	$879,078	1,055	-1.2%	Shares	Sole	2024-11-04
2024-06-30	$1,092,275	1,068	0.0%	Shares	Sole	2024-07-25
2024-03-31	$1,036,461	1,068	-22.8%	Shares	Sole	2024-04-22
2023-12-31	$1,047,577	1,384	-3.8%	Shares	Sole	2024-02-07
2023-09-30	$847,081	1,439	-2.0%	Shares	Sole	2023-10-17
2023-06-30	$1,064,657	1,469	-4.4%	Shares	Sole	2023-08-02
2023-03-31	$1,045,570	1,536	-9.8%	Shares	Sole	2023-04-18
2022-12-31	$929,972	1,702	-12.4%	Shares	Sole	2023-01-12
2022-09-30	$806,609	1,942	+16.5%	Shares	Sole	2022-10-14
2022-06-30	$793,291	1,667	—	Shares	Sole	2022-07-18
No filing history on record for this holder in this stock.