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ASML
ASML HOLDING N V
Tracked Holders (11)
| Manager | % of Portfolio | Activity | Shares | Value | Period |
|---|---|---|---|---|---|
| Pat Dorsey | 17.89% | Add 11% | 192.3K | $205.8M | Q4 2025 |
| Stephen Mandel | 4.76% | Buy | 605.0K | $647.3M | Q4 2025 |
| Hillman Capital Management | 3.71% | Reduce 19% | 5.5K | $5.9M | Q4 2025 |
| Valley Forge Capital Management | 3.06% | Add 0% | 126.2K | $135.1M | Q4 2025 |
| Lee Ainslie | 3.00% | Add 37% | 261.0K | $279.2M | Q4 2025 |
| David Tepper | 0.97% | Reduce 2% | 62.5K | $66.9M | Q4 2025 |
| Triple Frond Partners | 0.02% | Reduce 4% | 106.8K | $114K | Q4 2025 |
| Michael Burry | 0.00% | Sell 100% | 0 | $0 | Q3 2025 |
| Leon Cooperman | 0.01% | Add 256% | 210.1K | $168.4M | Q2 2025 |
| Polen Capital Management | 0.11% | Buy | 52.7K | $34.9M | Q1 2025 |
| Glenn Welling | 0.18% | Reduce 50% | 1.2K | $573K | Q2 2022 |