Portfolio changes · featured 13Fs
Activity
Moves in ASML across featured managers — New / Exit / Add / Reduce.
ASML · all sizes
12 shown12 shown · all sizes · open ticker or manager
| ticker | action | manager | Δ port | detail | period |
|---|---|---|---|---|---|
| 18 Aug 1 | |||||
| ASML | New | Nehal Chopra - Ratan Capital Management | +0.58 pp | opened 0.58% | Q1→Q2 |
| 14 Aug 11 | |||||
| ASML | Exit | Rule One Partners | −9.32 pp | was 9.3% | Q1→Q2 |
| ASML | Exit | Ning Jin - Avantyr Capital Partners | −8.54 pp | was 8.5% | Q1→Q2 |
| ASML | Exit | Dan Sundheim - D1 Capital Partners | −0.08 pp | was 0.08% | Q1→Q2 |
| ASML | Exit | Situational Awareness | −0.04 pp | was 0.04% | Q1→Q2 |
| 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 |
| 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 |
| ASML | Reduce | Stephen Mandel - Lone Pine Capital | +0.02 pp | −13.1% 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