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ASML ASML

Information Technology, filed as ASML HOLDING N V (N Y REGISTRY SHS), Equity As of 2026 Q2 among managers we track Quote on Google Finance, opens in a new tab

Bought by 3 managers in 2026 Q2, sold by 8

  • 15 Owners
  • #41
  • Max 21.1%
  • Master 0.18%
  • $3B
  • 1 new 2 add 4 reduce 4 exits 4 small

In 2026 Q2, 1 manager opened a position, 2 added, 4 trimmed, and 4 sold out.

Who owns this now

Largest portfolio weights among holders, up to 21.1% (Triple Frond Partners). Not free-float ownership.

  1. Triple Frond Partners 21.1%
  2. Pat Dorsey Reduce 16.6%
  3. Dev Kantesaria 10.9%
  4. Stephen Mandel Reduce 6.9%
  5. Glen Kacher Add 2.4%
  6. David Tepper Add 1.3%

Who owns ASML

Sorted by value, long equity only, as of 2026 Q2.

History
Stephen Mandel, Lone Pine Capital 6.9% Reduce −13.1% 569,174 $1.1B History
Philippe Laffont, Coatue Management 1.2%, was 2.3% Reduce −40.5% 295,406 $588M History
Dev Kantesaria, Valley Forge Capital Management 10.9% Hold 171,083 $340M History
Pat Dorsey, Dorsey Asset Management 16.6% Reduce −7.1% 130,364 $259M History
Triple Frond Partners 21.1% Hold 118,917 $237M History
Ben Hoskin, Value Aligned Research Advisors 0.35% Hold 70,548 $140M History
David Tepper, Appaloosa 1.3%, was 1.1% Small add +1.0% 50,000 $99M History
Ron Baron, Bamco Inc. (Baron Capital) 0.11% Small add +1.9% 36,286 $72M History
Dan Loeb, Third Point 1.3%, was 0.76% Add +150.0% 30,000 $60M History
Davidson Kempner Capital Management 0.59%, was 0.36% Add +25.0% 25,000 $50M History
Polen Capital Management 0.26% Small trim −4.0% 15,427 $31M History
Glen Kacher, Light Street Capital Management 2.4% Small add +0.1% 10,957 $22M History
Wallace Weitz, Weitz Investment Management 0.76% Hold 5,500 $11M History
Lee Ainslie, Maverick Capital 0.02%, was 3.9% Reduce −99.6% 980 $2M History
Nehal Chopra, Ratan Capital Management 0.58% New 0.58% 900 $1.8M History
Ning Jin, Avantyr Capital Partners exited 2026 Q2 Last 2026 Q1 8.5% Exit −8.54% 134,603 $178M History
Rule One Partners exited 2026 Q2 Last 2026 Q1 9.3% Exit −9.32% 7,101 $9.4M History
Dan Sundheim, D1 Capital Partners exited 2026 Q2 Last 2026 Q1 0.08% Exit −0.08% 6,800 $9M History
Situational Awareness exited 2026 Q2 Last 2026 Q1 0.04% Exit −0.04% 4,633 $6.1M History

15 current, 4 exited last period, options excluded

Weight bar: held both quarters added sold at this quarter’s reported price

Congress

12 members of Congress traded ASML in the last three years: 27 buys and 16 sales. 8 members listed it in 2025 annual reports.

All Congress trades
  1. Alan Armstrong R-OK Buy $1K–$15K Mar 31 filed Jul 21
  2. Alan Armstrong R-OK Buy $50K–$100K Mar 30 filed Jul 21
  3. Jared Moskowitz D-FL-23 Buy $1K–$15K Mar 31 filed Apr 30
  4. Jared Moskowitz D-FL-23 Buy $1K–$15K Mar 23 filed Apr 30
  5. Jared Moskowitz D-FL-23Child Buy $1K–$15K Mar 23 filed Apr 30
  6. Jared Moskowitz D-FL-23Child Buy $1K–$15K Mar 23 filed Apr 30

SEC filings

Recent issuer filings from EDGAR, 25 shown.

Filed Form Detail Links
6-K Filing Doc
6-K Filing Doc
6-K Filing Doc
6-K Filing Doc
6-K Filing Doc
6-K Filing Doc
20-F Filing Doc
6-K Filing Doc
6-K Filing Doc
6-K Filing Doc
SCHEDULE 13G/A — Filing Doc
6-K Filing Doc
20-F Filing Doc
6-K Filing Doc
6-K Filing Doc
6-K Filing Doc
6-K Filing Doc
6-K Filing Doc
6-K Filing Doc
6-K Filing Doc
20-F Filing Doc
6-K Filing Doc
SC 13G/A — Filing Doc
6-K Filing Doc
6-K Filing Doc

Source: SEC EDGAR submissions, updated 4 days ago. All on EDGAR

Ownership over time

13Fs that reported it each quarter. Click a bar for that quarter’s holders.