ASML fund manager activity
ASML Holding N.V · Nasdaq. Reported by 20 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q2 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| David Tepper - Appaloosa Management | Added | 50,000 | $99,472,000 | 1.33% | Aug 14, 2026 |
| Ron Baron - Baron Capital | Added | 36,286 | $72,188,820 | 0.11% | Aug 14, 2026 |
| Philippe Laffont - Coatue Management | Trimmed | 295,406 | $587,692,513 | 1.21% | Aug 14, 2026 |
| Dan Sundheim - D1 Capital Partners | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Pat Dorsey - Dorsey Asset Management | Trimmed | 130,364 | $259,351,356 | 16.6% | Aug 14, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 4,737,614 | $9,425,199,953 | 2.81% | Aug 4, 2026 |
| Jeremy Grantham - GMO | Trimmed | 151,987 | $302,369,017 | 0.68% | Aug 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | No change | 1,023 | $2,035,197 | 0.00% | Aug 14, 2026 |
| Stephen Mandel - Lone Pine Capital | Trimmed | 569,174 | $1,132,337,523 | 6.92% | Aug 14, 2026 |
| Lee Ainslie - Maverick Capital | Trimmed | 980 | $1,949,651 | 0.02% | Aug 14, 2026 |
| Polen Capital Management | Trimmed | 15,427 | $30,691,889 | 0.26% | Aug 4, 2026 |
| Situational Awareness LP | Sold out | — | — | 0.00% | Aug 14, 2026 |
| Daniel Loeb - Third Point | Added | 30,000 | $59,606,160 | 1.28% | Aug 14, 2026 |
| Triple Frond Partners | No change | 118,917 | $236,578,000 | 21.1% | Aug 13, 2026 |
| Valley Forge Capital Management | No change | 171,083 | $340,359,364 | 10.9% | Aug 14, 2026 |
| Wallace Weitz - Weitz Investment Management | No change | 5,500 | $10,941,920 | 0.76% | Aug 12, 2026 |
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| David Tepper - Appaloosa Management | Trimmed | 49,500 | $65,381,085 | 1.10% | May 15, 2026 |
| Ron Baron - Baron Capital | Added | 35,625 | $47,054,569 | 0.14% | May 15, 2026 |
| Philippe Laffont - Coatue Management | New | 496,234 | $655,440,753 | 2.26% | May 15, 2026 |
| Dan Sundheim - D1 Capital Partners | New | 6,800 | $8,981,644 | 0.08% | May 15, 2026 |
| Pat Dorsey - Dorsey Asset Management | Trimmed | 140,295 | $185,305,845 | 14.8% | May 15, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 4,600,512 | $6,076,495,515 | 2.06% | May 5, 2026 |
| Jeremy Grantham - GMO | Added | 154,570 | $204,161,034 | 0.52% | May 14, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 1,023 | $1,351,209 | 0.00% | May 15, 2026 |
| Duan Yongping - H&H International Investment | Sold out | — | — | 0.00% | May 19, 2026 |
| Hillman Capital Management | Sold out | — | — | 0.00% | May 15, 2026 |
| Stephen Mandel - Lone Pine Capital | Added | 655,148 | $865,339,133 | 6.90% | May 15, 2026 |
| Lee Ainslie - Maverick Capital | Trimmed | 258,377 | $341,272,093 | 3.97% | May 15, 2026 |
| Polen Capital Management | Added | 16,072 | $21,228,760 | 0.15% | May 14, 2026 |
| Situational Awareness LP | New | 4,633 | $6,119,405 | 0.16% | May 18, 2026 |
| Daniel Loeb - Third Point | New | 12,000 | $15,849,960 | 0.76% | May 15, 2026 |
| Triple Frond Partners | Added | 118,917 | $157,069,000 | 16.3% | May 15, 2026 |
| Valley Forge Capital Management | Added | 171,083 | $225,971,559 | 6.69% | May 15, 2026 |
| Wallace Weitz - Weitz Investment Management | New | 5,500 | $7,264,565 | 0.51% | May 14, 2026 |