AS
ASML HOLDING N V
ASMLOwnership as of Q2 2026
Funds owning
9
Combined value
1.9B
Avg portfolio %
5.7%
Buys / Sells this quarter
+5 buys−6 sells
Q2-2026
| Investor | Weight | Q/Q change | Value |
|---|---|---|---|
TF Triple Frond Partnersas of Q1-2026 | High conviction 16.31% | ↗Added 11.37% | 118.9K shares · $1320.83 $157.1M |
DA Dorsey Asset Management – Pat Dorseyas of Q1-2026 | Core 14.76% | ↘Reduced 27.06% | 140.3K shares · $1320.83 $185.3M |
LP Lone Pine Capital – Stephen Mandelas of Q1-2026 | Core 6.90% | ↗Added 8.29% | 655.1K shares · $1320.83 $865.3M |
VF Valley Forge Capital Management – Dev Kantesariaas of Q1-2026 | Core 6.69% | ↗Added 35.52% | 171.1K shares · $1320.83 $226.0M |
MC Maverick Capital – Lee Ainslieas of Q1-2026 | Trial 3.97% | ↘Reduced 1.01% | 258.4K shares · $1320.83 $341.3M |
AM Appaloosa Management – David Tepperas of Q1-2026 | Trial 1.10% | ↘Reduced 20.80% | 49.5K shares · $1320.83 $65.4M |
TP Third Point – Daniel Loebas of Q1-2026 | Trial 0.76% | ↘Reduced 85.00% | 12.0K shares · $1320.83 $15.8M |
WI Weitz Investment Managementas of Q1-2026 | Trial 0.51% | ↗Buy | 5.5K shares · $1320.83 $7.3M |
PC Polen Capital Managementas of Q1-2026 | Trial 0.15% | ↗Added 43.56% | 16.1K shares · $1320.85 $21.2M |
| 9 funds | $1.9B |