ASML fund manager activity
ASML Holding N.V · Nasdaq. Reported by 20 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| David Tepper - Appaloosa Management | Trimmed | 62,500 | $66,866,250 | 0.98% | Feb 17, 2026 |
| Ron Baron - Baron Capital | Trimmed | 24,431 | $26,137,750 | 0.07% | Feb 17, 2026 |
| Pat Dorsey - Dorsey Asset Management | Added | 192,343 | $205,780,082 | 17.9% | Feb 17, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 4,484,949 | $4,798,268,297 | 1.64% | Feb 9, 2026 |
| Jeremy Grantham - GMO | Added | 130,493 | $139,610,464 | 0.36% | Feb 17, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 484 | $517,812 | 0.00% | Feb 17, 2026 |
| Duan Yongping - H&H International Investment | Trimmed | 9,900 | $10,591,614 | 0.06% | Feb 17, 2026 |
| Hillman Capital Management | Trimmed | 5,510 | $5,894,929 | 3.71% | Feb 17, 2026 |
| Stephen Mandel - Lone Pine Capital | New | 605,017 | $647,283,488 | 4.76% | Feb 17, 2026 |
| Lee Ainslie - Maverick Capital | Added | 261,003 | $279,236,670 | 3.00% | Feb 13, 2026 |
| Polen Capital Management | Trimmed | 11,195 | $11,977,312 | 0.05% | Feb 12, 2026 |
| Triple Frond Partners | Trimmed | 106,778 | $114,238,000 | 11.9% | Feb 13, 2026 |
| Valley Forge Capital Management | Added | 126,242 | $135,061,266 | 3.06% | Feb 17, 2026 |
Q3 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| David Tepper - Appaloosa Management | Trimmed | 64,000 | $61,957,760 | 0.84% | Nov 13, 2025 |
| Ron Baron - Baron Capital | Added | 31,588 | $30,580,027 | 0.08% | Nov 14, 2025 |
| Pat Dorsey - Dorsey Asset Management | Added | 173,226 | $167,698,358 | 15.1% | Nov 14, 2025 |
| Ken Fisher - Fisher Asset Management | Added | 4,352,596 | $4,213,705,207 | 1.53% | Nov 12, 2025 |
| Jeremy Grantham - GMO | Added | 24,626 | $23,841,006 | 0.07% | Nov 13, 2025 |
| Joel Greenblatt - Gotham Asset Management | Added | 318 | $307,853 | 0.00% | Nov 14, 2025 |
| Duan Yongping - H&H International Investment | New | 80,000 | $77,447,200 | 0.53% | Nov 14, 2025 |
| Hillman Capital Management | Trimmed | 6,768 | $6,552,033 | 3.81% | Nov 14, 2025 |
| Stephen Mandel - Lone Pine Capital | Sold out | — | — | 0.00% | Nov 14, 2025 |
| Lee Ainslie - Maverick Capital | New | 190,394 | $184,318,527 | 2.47% | Nov 14, 2025 |
| Polen Capital Management | Trimmed | 19,797 | $19,165,330 | 0.06% | Nov 12, 2025 |
| Triple Frond Partners | Added | 111,470 | $107,913,000 | 11.8% | Nov 14, 2025 |
| Valley Forge Capital Management | No change | 125,627 | $121,618,242 | 2.93% | Nov 14, 2025 |