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ASML: insider buying, 13F holders, analyst moves
ASML Hldg NV
A summary of public filings about ASML Hldg NV. For the latest insider history, price chart, analyst changes and activist filings, open the live lookup.
SEC Form 13F · Q2 2026
14 of our 100 managers hold ASML
Combined reported value $3.54B; 3 sold out since Q1 2026.
Holders among our 100 managers: 7 in Q3 2023, 14 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| Lone Pine Capital | $1.13B | 6.92% | Trimmed |
| Eagle Capital | $743.9M | 2.27% | Trimmed |
| Coatue Management | $587.7M | 1.21% | Trimmed |
| Valley Forge Capital | $340.4M | 10.92% | Unchanged |
| Dorsey Asset | $259.4M | 16.61% | Trimmed |
| SCGE | $212.3M | 3.60% | Trimmed |
| Appaloosa | $99.5M | 1.33% | Added |
| Third Point | $59.6M | 1.28% | Added |
| Samlyn Capital | $55.0M | 0.91% | Trimmed |
| Polen Capital | $30.7M | 0.26% | Trimmed |
| Weitz Investment | $10.9M | 0.76% | Unchanged |
| Rokos Capital | $5.3M | 0.07% | New |
| Maverick Capital | $1.9M | 0.02% | Trimmed |
| Alkeon Capital | $1.6M | 0.01% | Trimmed |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.