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Gavilan Investment Partners LLC: ASML position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gavilan Investment Partners LLC on ASML, newest first. How the timeline and the estimate are built.

Gavilan Investment Partners LLC held 19,500 ASML shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,500 shares
    Change vs previous 13F 0 shares

    9.44% of the 13F portfolio, value $38,794,080.

    13F-HR 0001398344-26-014275 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 19,500 shares
    Change vs previous 13F -11,500 shares

    6.92% of the 13F portfolio, value $25,756,185.

    13F-HR 0001398344-26-009115 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,000 shares
    Change vs previous 13F -7,000 shares

    7.97% of the 13F portfolio, value $33,165,660.

    13F-HR 0001398344-26-002956 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 38,000 shares
    Change vs previous 13F 0 shares

    8.22% of the 13F portfolio, value $36,787,420.

    13F-HR 0001398344-25-020818 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 38,000 shares
    Change vs previous 13F +9,300 shares

    7.32% of the 13F portfolio, value $30,452,820.

    13F-HR 0001398344-25-015186 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 28,700 shares
    Change vs previous 13F 0 shares

    5.35% of the 13F portfolio, value $19,017,481.

    13F-HR 0001398344-25-009332 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 28,700 shares
    Change vs previous 13F +2,000 shares

    5.52% of the 13F portfolio, value $19,891,396.

    13F-HR 0001398344-25-002607 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 26,700 shares
    Change vs previous 13F not available

    6.39% of the 13F portfolio, value $22,247,775.

    13F-HR 0001398344-24-020531 filed by Gavilan Investment Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).