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Gavilan Investment Partners LLC

Position in ASML — Asml Holding NV

CIK 1963404 BURLINGAME, CA

Position in ASML

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$38,794,078
+$13,037,893 QoQ
Shares Held
19,500
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
9.44%
of 13F equity value
Holder Rank
#268
of 2,476 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 13% Shared 0% None 87%

Common Shares in ASML Over Time

Shares Held

Position Value (USD)

Position in Semiconductor Equipment & Materials

Technology · as of Jun 30, 2026

Gavilan Investment Partners LLC holds $38,794,078 across 1 Semiconductor Equipment & Materials name. ASML ranks #1 (100.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ASML
Asml Holding NV
This page
19,500 $38,794,078

All Filings in ASML

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11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $38,794,078 19,500
2026-03-31 $25,756,185 19,500
2025-12-31 $33,165,660 31,000
2025-09-30 $36,787,420 38,000
2025-06-30 $30,452,820 38,000
2025-03-31 $19,017,481 28,700
2024-12-31 $19,891,396 28,700
2024-09-30 $22,247,775 26,700
2024-06-30 $16,568,226 16,200
2024-03-31 $15,721,614 16,200
2023-12-31 $12,262,104 16,200