Follow-The-Filings

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

  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%

holders

sorted by value · long equity only · current book 2026 Q2 · 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

Filed Form Detail Links
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ownership over time

filing count by report period · click a bar for that quarter’s holders