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 · reduce

3 shown

3 shown · signal ≥1 pp on Add/Reduce · open ticker or manager

ticker	action	manager	Δ port	detail	period
14 Aug 3
ASML	Reduce	Lee Ainslie - Maverick Capital	−3.92 pp	−99.6% sh	Q1→Q2
ASML	Reduce	Pat Dorsey - Dorsey Asset Management	+1.85 pp	−7.1% sh	Q1→Q2
ASML	Reduce	Philippe Laffont - Coatue Management	−1.05 pp	−40.5% 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