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 Holding NV (ASML)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 118,917 16.31 Add 11.37% 1.66 $1,320.83 $157,069,000 SEC
2025   Q4 106,778 11.87 Reduce 4.21% 0.50 $1,069.86 $114,238,000 SEC
2025   Q3 111,470 11.76 Add 40.57% 3.39 $968.09 $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 $662.64 $52,547,000 SEC