ASML - ASML HOLDING N V
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 Q4 2025 it was held by 9 managers with an aggregate reported value of $1.48B, which is 0.13% of the combined portfolio.
As of Q4 2025, 9 tracked institutional managers held ASML (ASML HOLDING N V) with an aggregate reported value of $1.48B — 0.13% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q4 2025
- Ticker
- ASML
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Stephen Mandel - Lone Pine Capital | 4.76% | New | 605,017 | $647.28M |
| 2 | Lee Ainslie - Maverick Capital | 3.00% | Add +37.1% | 261,003 | $279.24M |
| 3 | Pat Dorsey - Dorsey Asset Management | 17.89% | Add +11.0% | 192,343 | $205.78M |
| 4 | Valley Forge Capital Management - Valley Forge Capital Management | 3.06% | Add +0.5% | 126,242 | $135.06M |
| 5 | Triple Frond Partners - Triple Frond Partners | 11.87% | Reduce -4.2% | 106,778 | $114.24M |
| 6 | David Tepper - Appaloosa Management | 0.98% | Reduce -2.3% | 62,500 | $66.87M |
| 7 | Polen Capital Management - Polen Capital Management | 0.05% | Reduce -43.5% | 11,195 | $11.98M |
| 8 | Duan Yongping - H&H International Investment | 0.06% | Reduce -87.6% | 9,900 | $10.59M |
| 9 | Hillman Value Fund - Hillman Value Fund | 3.71% | Reduce -18.6% | 5,510 | $5.89M |
Loading holder history for ASML…