Security · featured owners
ASML Asml Holding N V
Information Technology N Y REGISTRY SHS Equity as of 2026 Q2 among managers we track
- 15 Owners
- #41
- Max 21.1%
- Master 0.18%
- $3B
- 1 new 5 add 5 reduce 4 exits
Who owns this now
Largest portfolio weights among featured holders · max 21.1% (Triple Frond Partners) · not free-float ownership
holders
sorted by value · long equity only · current book 2026 Q2 · exits show last held size · open a manager for their book
| history | |||||
|---|---|---|---|---|---|
| Stephen Mandel - Lone Pine Capital 2026 Q2 | 6.9% | Reduce −13.1% | 569,174 | $1.1B | history |
| Philippe Laffont - Coatue Management 2026 Q2 | 1.2% | Reduce −40.5% | 295,406 | $588M | history |
| Dev Kantesaria - Valley Forge Capital Management 2026 Q2 | 10.9% | Hold | 171,083 | $340M | history |
| Pat Dorsey - Dorsey Asset Management 2026 Q2 | 16.6% | Reduce −7.1% | 130,364 | $259M | history |
| Triple Frond Partners 2026 Q2 | 21.1% | Hold | 118,917 | $237M | history |
| Ben Hoskin - Value Aligned Research Advisors 2026 Q2 | 0.35% | Hold | 70,548 | $140M | history |
| David Tepper - Appaloosa 2026 Q2 | 1.3% | Add +1.0% | 50,000 | $99M | history |
| Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 | 0.11% | Add +1.9% | 36,286 | $72M | history |
| Dan Loeb - Third Point 2026 Q2 | 1.3% | Add +150.0% | 30,000 | $60M | history |
| Davidson Kempner Capital Management 2026 Q2 | 0.59% | Add +25.0% | 25,000 | $50M | history |
| Polen Capital Management 2026 Q2 | 0.26% | Reduce −4.0% | 15,427 | $31M | history |
| Glen Kacher - Light Street Capital Management 2026 Q2 | 2.4% | Add +0.1% | 10,957 | $22M | history |
| Wallace Weitz - Weitz Investment Management 2026 Q2 | 0.76% | Hold | 5,500 | $11M | history |
| Lee Ainslie - Maverick Capital 2026 Q2 | 0.02% | Reduce −99.6% | 980 | $2M | history |
| Nehal Chopra - Ratan Capital Management 2026 Q2 | 0.58% | New 0.58% | 900 | $2M | history |
| Ning Jin - Avantyr Capital Partners exited 2026 Q2 last 2026 Q1 | 8.5% | Exit −8.54 pp | 134,603 | $178M | history |
| Rule One Partners exited 2026 Q2 last 2026 Q1 | 9.3% | Exit −9.32 pp | 7,101 | $9M | history |
| Dan Sundheim - D1 Capital Partners exited 2026 Q2 last 2026 Q1 | 0.08% | Exit −0.08 pp | 6,800 | $9M | history |
| Situational Awareness exited 2026 Q2 last 2026 Q1 | 0.04% | Exit −0.04 pp | 4,633 | $6M | history |
SEC filings
Recent issuer filings from EDGAR · 25 shown · open Filing / Doc on SEC.gov
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ownership over time
filing count by report period · click a bar for that quarter’s holders