Boykin Curry - Triple Frond Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    12
Portfolio value:    $962,895,000
Holdings Activity Buys Sells    History
Holding/activity history for  ASML Holdings N.V. (ASML)
← All ASML superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 118,917 16.31 Add 11.37% 1.66 $1,133.48–1,547.22 · VW $1,368.13i $157,069,000 SEC
2025   Q4 106,778 11.87 Reduce 4.21% 0.50 $935.41–1,141.72 · VW $1,040.36i $114,238,000 SEC
2025   Q3 111,470 11.76 Add 40.57% 3.39 $683.48–977.48 · VW $781.54i $107,913,000 SEC
2025   Q2 79,300 7.18 $801.39 $63,550,000 SEC
2025   Q1 79,300 7.10 Buy 7.10 $652.88–784.82 · VW $716.28i $52,547,000 SEC
Price snapshot:
Current price$1,726.04
Avg. buy price$808.98
+/- since buy113.36%
52-week low$679.89
52-week high$1,999.96