ASML position history
The shares of ASML that Triple Frond Partners LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2025 Q1: 79,300 shares, $53M, 7.1% of portfolio, New
- 2025 Q2: 158,600 shares, $119M, 16.8% of portfolio, Add +100.0%
- 2025 Q3: 111,470 shares, $108M, 11.8% of portfolio, Reduce −29.7%
- 2025 Q4: 106,778 shares, $114M, 11.9% of portfolio, Reduce −4.2%
- 2026 Q1: 118,917 shares, $157M, 16.3% of portfolio, Add +11.4%
- 2026 Q2: 118,917 shares, $237M, 21.1% of portfolio
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|