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ASML position history

The shares of ASML that LONE PINE CAPITAL LLC reported in each quarter’s 13F.

Equity, N Y REGISTRY SHS

Shares held by quarter

New Add Reduce Exit

  1. 2022 Q4: 236,190 shares, $129M, 1.2% of portfolio, New
  2. 2023 Q1: 461,133 shares, $314M, 2.9% of portfolio, Add +95.2%
  3. 2023 Q2: 461,133 shares, $334M, 3.1% of portfolio
  4. 2023 Q3: 380,480 shares, $224M, 2.2% of portfolio, Reduce −17.5%
  5. 2023 Q4: 429,798 shares, $325M, 2.8% of portfolio, Add +13.0%
  6. 2024 Q1: 494,040 shares, $479M, 3.8% of portfolio, Add +14.9%
  7. 2024 Q2: 587,891 shares, $601M, 4.9% of portfolio, Add +19.0%
  8. 2024 Q3: 551,313 shares, $459M, 3.4% of portfolio, Reduce −6.2%
  9. 2024 Q4: 441,766 shares, $306M, 2.3% of portfolio, Reduce −19.9%
  10. 2025 Q1: 582,427 shares, $386M, 3.3% of portfolio, Add +31.8%
  11. 2025 Q2: 566,862 shares, $454M, 3.2% of portfolio, Reduce −2.7%
  12. 2025 Q3: not held, Exit
  13. 2025 Q4: 605,017 shares, $647M, 4.8% of portfolio, New
  14. 2026 Q1: 655,148 shares, $865M, 6.9% of portfolio, Add +8.3%
  15. 2026 Q2: 569,174 shares, $1.1B, 6.9% of portfolio, Reduce −13.1%
Holdings date Value % of holdings Shares Filing date All 13F holders