Position in ASML
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$996,370,752
+$148,737,792 QoQ
Shares Held
754,352
-4.8% QoQ
Ownership
0.196%
of shares outstanding
% of Portfolio
4.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0.4607928394171421.ToString("F0")%
Shared 99.53920716058285.ToString("F0")%
None 0.ToString("F0")%
Common Shares in ASML Over Time
Shares Held
Position Value (USD)
Position in Semiconductor Equipment & Materials
Technology · as of Mar 31, 2026FIRST MANHATTAN CO. LLC. holds $1,529,434,509 across 6 Semiconductor Equipment & Materials names. ASML ranks #1 (65.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ASML |
Asml Holding NV
This page
|
754,352 | $996,370,752 | |
| 2 | AMAT |
Applied Materials Inc /De
|
1,505,425 | $514,539,210 | |
| 3 | LRCX |
Lam Research Corp
|
62,214 | $13,292,643 | |
| 4 | ONTO |
Onto Innovation Inc.
|
20,751 | $4,255,407 | |
| 5 | KLAC |
Kla Corp
|
4,383 | $645,357 | |
| 6 | Q |
Qnity Electronics, Inc.
|
2,870 | $331,140 |
All Filings in ASML
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $996,370,752 | 754,352 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $847,632,960 | 792,284 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $772,138,903 | 797,590 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $569,022,962 | 710,045 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $469,183,123 | 708,062 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $304,878,961 | 439,890 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $229,931,171 | 275,945 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $272,112,657 | 266,065 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $257,133,790 | 264,958 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $200,880,512 | 265,392 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $149,881,077 | 254,614 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $154,910,964 | 213,744 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $146,797,834 | 215,654 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $90,663,059 | 165,928 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $191,891 | 462 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $72,333 | 152 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $101,525 | 152 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $101,109 | 127 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $38,745 | 52 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $34,542 | 50 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $30,868 | 50 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $24,386 | 50 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $11,776 | 32 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $8,634 | 33 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||