Portfolio changes · featured 13Fs

Activity

Moves in ASML across featured managers — New / Exit / Add / Reduce.

12 managers with a move of 137 featured filed through 14 Aug 3 shown managers newest 13Fs

ASML · add · all sizes

3 shown

3 shown · all sizes · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 3
ASML	Add	Dan Loeb - Third Point	+0.51 pp	+150.0% sh	Q1→Q2
ASML	Add	Glen Kacher - Light Street Capital Management	−0.29 pp	+0.1% sh	Q1→Q2
ASML	Add	Davidson Kempner Capital Management	+0.23 pp	+25.0% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ port| ≥ 1 pp. Managers Newest 13Fs Home