ASML - ASML HLDG NV
This page shows which of the focused investors we track hold ASML and how their positions changed, so you can see how much conviction the group has in the stock.
In Q2 2026 it was held by 9 managers with an aggregate reported value of $2.17B, which is 0.19% of the combined portfolio.
As of Q2 2026, 9 tracked institutional managers held ASML (ASML HLDG NV) with an aggregate reported value of $2.17B — 0.19% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2026
- Ticker
- ASML
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Stephen Mandel - Lone Pine Capital | 6.92% | Reduce -13.1% | 569,174 | $1.13B |
| 2 | Valley Forge Capital Management - Valley Forge Capital Management | 10.92% | - | 171,083 | $340.36M |
| 3 | Pat Dorsey - Dorsey Asset Management | 16.61% | Reduce -7.1% | 130,364 | $259.35M |
| 4 | Triple Frond Partners - Triple Frond Partners | 21.11% | - | 118,917 | $236.58M |
| 5 | David Tepper - Appaloosa Management | 1.33% | Add +1.0% | 50,000 | $99.47M |
| 6 | Daniel Loeb - Third Point | 1.28% | Add +150.0% | 30,000 | $59.61M |
| 7 | Polen Capital Management - Polen Capital Management | 0.26% | Reduce -4.0% | 15,427 | $30.69M |
| 8 | Wallace Weitz - Weitz Investment Management | 0.76% | - | 5,500 | $10.94M |
| 9 | Lee Ainslie - Maverick Capital | 0.02% | Reduce -99.6% | 980 | $1.95M |
Loading holder history for ASML…