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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 Q1 2025 it was held by 7 managers with an aggregate reported value of $655.92M, which is 0.06% of the combined portfolio.

As of Q1 2025, 7 tracked institutional managers held ASML (ASML HOLDING N V) with an aggregate reported value of $655.92M0.06% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q1 2025
Ticker
ASML

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Stephen Mandel - Lone Pine Capital3.38%Add +31.8%582,427$385.93M
2Valley Forge Capital Management - Valley Forge Capital Management1.90%-125,627$83.24M
3Triple Frond Partners - Triple Frond Partners7.10%New79,300$52.55M
4Pat Dorsey - Dorsey Asset Management4.96%New70,571$46.76M
5David Tepper - Appaloosa Management0.83%Reduce -56.3%70,000$46.38M
6Polen Capital Management - Polen Capital Management0.11%Reduce -15.2%52,677$34.91M
7Hillman Value Fund - Hillman Value Fund3.02%Reduce -27.1%9,277$6.15M
Loading holder history for ASML