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 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| David Tepper - Appaloosa Management | No change | 70,000 | $56,097,300 | 0.87% | Aug 14, 2025 |
| Gavin Baker - Atreides Management | Sold out | — | — | 0.00% | Aug 14, 2025 |
| Ron Baron - Baron Capital | Added | 30,985 | $24,831,069 | 0.07% | Aug 14, 2025 |
| Pat Dorsey - Dorsey Asset Management | Added | 139,989 | $112,185,785 | 10.1% | Aug 14, 2025 |
| Ken Fisher - Fisher Asset Management | Added | 4,244,254 | $3,401,303,805 | 1.35% | Aug 13, 2025 |
| Jeremy Grantham - GMO | Added | 5,949 | $4,767,962 | 0.01% | Aug 13, 2025 |
| Joel Greenblatt - Gotham Asset Management | New | 287 | $229,999 | 0.00% | Aug 14, 2025 |
| Hillman Capital Management | Trimmed | 7,716 | $6,183,525 | 3.37% | Aug 14, 2025 |
| Stephen Mandel - Lone Pine Capital | Trimmed | 566,862 | $454,277,538 | 3.29% | Aug 14, 2025 |
| Polen Capital Management | Trimmed | 44,525 | $35,681,806 | 0.11% | Aug 13, 2025 |
| Triple Frond Partners | No change | 79,300 | $63,550,000 | 7.18% | Aug 15, 2025 |
| Valley Forge Capital Management | No change | 125,627 | $100,676,222 | 2.22% | Aug 14, 2025 |
Q1 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| David Tepper - Appaloosa Management | Trimmed | 70,000 | $46,384,100 | 0.83% | May 15, 2025 |
| Gavin Baker - Atreides Management | Trimmed | 19,657 | $13,025,318 | 0.47% | May 15, 2025 |
| Ron Baron - Baron Capital | Trimmed | 29,038 | $19,241,450 | 0.06% | May 15, 2025 |
| Pat Dorsey - Dorsey Asset Management | New | 70,571 | $46,762,462 | 4.96% | May 15, 2025 |
| Ken Fisher - Fisher Asset Management | Added | 3,993,320 | $2,646,094,660 | 1.15% | May 14, 2025 |
| Jeremy Grantham - GMO | Added | 3,831 | $2,538,558 | 0.01% | May 14, 2025 |
| Hillman Capital Management | Trimmed | 9,277 | $6,147,219 | 3.02% | May 15, 2025 |
| Stephen Mandel - Lone Pine Capital | Added | 582,427 | $385,933,603 | 3.38% | May 15, 2025 |
| Polen Capital Management | Trimmed | 52,677 | $34,905,227 | 0.11% | May 12, 2025 |
| Triple Frond Partners | New | 79,300 | $52,547,000 | 7.10% | May 14, 2025 |
| Valley Forge Capital Management | No change | 125,627 | $83,244,219 | 1.90% | May 15, 2025 |