Azimuth Capital Investment Management LLC

Position in ASML — Asml Holding NV

CIK 1942364 BLOOMFIELD HILLS, MI

Back to ASML Full portfolio

Position in ASML

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$22,359,315

+$7,270,154 QoQ

Shares Held

11,239

-1.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.37%

of 13F equity value

Holder Rank

#370

of 2,476 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Common Shares in ASML Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Azimuth Capital Investment Management LLC holds $27,596,014 across 3 Semiconductor Equipment & Materials names. ASML ranks #1 (81.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ASML	Asml Holding NV This page	11,239	$22,359,315
2	AMAT	Applied Materials Inc /De	6,873	$4,969,179
3	KLIC	Kulicke & Soffa Industries Inc	2,000	$267,520

All Filings in ASML

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17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,359,315	11,239	-1.6%	Shares	Sole	2026-08-12
2026-03-31	$15,089,161	11,424	+14.9%	Shares	Sole	2026-05-12
2025-12-31	$10,637,617	9,943	-19.4%	Shares	Sole	2026-02-12
2025-09-30	$11,949,134	12,343	-1.8%	Shares	Sole	2025-11-14
2025-06-30	$10,072,670	12,569	+0.2%	Shares	Sole	2025-08-13
2025-03-31	$8,308,054	12,538	+2.6%	Shares	Sole	2025-05-13
2024-12-31	$8,472,209	12,224	-13.1%	Shares	Sole	2025-02-13
2024-09-30	$11,715,495	14,060	+3.1%	Shares	Sole	2024-11-12
2024-06-30	$13,945,946	13,636	+14.2%	Shares	Sole	2024-08-13
2024-03-31	$11,584,500	11,937	-0.3%	Shares	Sole	2024-05-14
2023-12-31	$9,064,873	11,976	+0.1%	Shares	Sole	2024-02-13
2023-09-30	$7,044,494	11,967	+1.3%	Shares	Sole	2023-11-13
2023-06-30	$8,561,471	11,813	+2.4%	Shares	Sole	2023-08-14
2023-03-31	$7,855,393	11,540	+60.5%	Shares	Sole	2023-05-15
2022-12-31	$3,929,162	7,191	-2.3%	Shares	Sole	2023-02-14
2022-09-30	$3,055,729	7,357	-43.2%	Shares	Sole	2022-11-14
2022-06-30	$6,165,977	12,957	—	Shares	Sole	2022-08-11
No filing history on record for this holder in this stock.