FCM
ASMI

Firsthand Capital Management’s ASM INTERNATL N.V ASMI Stock Holding History

Firsthand Capital Management’s Portfolio ASMI Stock Details ASMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.3M Sell
2,000
-500
-20% -$574K 3.67% 7
2026
Q1 		$1.88M Buy
+2,500
New +$1.88M 4.02% 7

Other funds holding ASMI

BCAM
Boston Common Asset Management Boston, Massachusetts $1.69B AUM 28.29% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HFS
Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.22B AUM 19.42% 1-Year Est. Return
FRA
Front Row Advisors Tiburon, California $345M AUM 39.04% 1-Year Est. Return
IAS
IMA Advisory Services Denver, Colorado $1.6B AUM 29.08% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Firsthand Capital Management's ASMI Position: Q2 2026 in Review

Firsthand Capital Management reduced its ASM INTERNATL N.V (ASMI) stake by 20% in Q2 2026, selling an estimated $574K and leaving 2,000 shares worth $2.3M. The position accounts for 3.67% of the portfolio, ranked #7.

Firsthand Capital Management first reported a position in ASMI in Q1 2026 and has held it in 2 quarters since. 14 funds tracked by Wall St. Rank hold ASMI as of Q2 2026.

  • Firsthand Capital Management held 2,000 shares of ASM INTERNATL N.V worth $2.3M as of Q2 2026.
  • Firsthand Capital Management sold 500 ASM INTERNATL N.V shares in Q2 2026, an estimated $574K.
  • ASM INTERNATL N.V made up 3.67% of Firsthand Capital Management's portfolio in Q2 2026, its #7 holding.
  • Firsthand Capital Management first reported a position in ASM INTERNATL N.V in Q1 2026 and has held it in 2 quarters since.
  • 14 funds tracked by Wall St. Rank held ASM INTERNATL N.V as of Q2 2026.

Based on Firsthand Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.