Triasima Portfolio Management inc.

Position in ASML — Asml Holding NV

CIK 1938757 MONTREAL, A8

Position in ASML

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$5,114,849

+$2,478,473 QoQ

Shares Held

2,571

+28.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#740

of 2,476 holders

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Triasima Portfolio Management inc. holds $26,658,758 across 4 Semiconductor Equipment & Materials names. ASML ranks #3 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	25,293	$10,960,215
2	KLAC	Kla Corp	31,300	$9,443,523
3	ASML	Asml Holding NV This page	2,571	$5,114,849
4	AMAT	Applied Materials Inc /De	1,577	$1,140,171

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,114,849	2,571	+28.8%	Shares	Sole	2026-07-21
2026-03-31	$2,636,376	1,996	+30.4%	Shares	Sole	2026-04-24
2025-12-31	$1,637,955	1,531	-22.0%	Shares	Sole	2026-02-02
2025-03-31	$1,300,742	1,963	-0.2%	Shares	Sole	2025-05-02
2024-12-31	$1,362,595	1,966	-24.1%	Shares	Sole	2025-01-28
2024-06-30	$2,648,870	2,590	+1.6%	Shares	Sole	2024-08-06
2024-03-31	$2,474,698	2,550	+0.8%	Shares	Sole	2024-04-26
2023-12-31	$1,915,007	2,530	-10.5%	Shares	Sole	2024-01-29
2023-09-30	$1,664,730	2,828	-21.6%	Shares	Sole	2023-11-14
2023-06-30	$2,614,898	3,608	+87.6%	Shares	Sole	2023-08-08
2023-03-31	$1,309,005	1,923	-27.6%	Shares	Sole	2023-04-28
2022-06-30	$1,263,461	2,655	-33.2%	Shares	Sole	2023-03-10
2022-03-31	$2,653,017	3,972	-1.8%	Shares	Sole	2023-03-10
2021-12-31	$3,220,386	4,045	0.0%	Shares	Sole	2023-03-10
2021-09-30	$3,013,969	4,045	+0.2%	Shares	Sole	2023-03-10
2021-06-30	$2,787,539	4,035	+1.3%	Shares	Sole	2023-03-10
2021-03-31	$2,460,179	3,985	0.0%	Shares	Sole	2023-03-10
2020-12-31	$1,943,564	3,985	—	Shares	Sole	2023-03-10
No filing history on record for this holder in this stock.