ASML Holding NV (ASML)

Sector:Technology
Super Investor Stats:
Ownership count:9
Ownership rank:48
% of all portfolios:0.647%
Hold Price * :$1320.83
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q1  2026
≡ Polen Capital Management Add 43.56% 4,877 0.05
≡ Valley Forge Capital Management Add 35.52% 44,841 1.75
≡ Triple Frond Partners Add 11.37% 12,139 1.66
≡ Stephen Mandel - Lone Pine Capital Add 8.29% 50,131 0.53
≡ Daniel Loeb - Third Point Buy 12,000 0.76
≡ Wallace Weitz - Weitz Investment Management Buy 5,500 0.51
≡ Lee Ainslie - Maverick Capital Reduce 1.01% 2,626 0.04
≡ David Tepper - Appaloosa Management Reduce 20.80% 13,000 0.29
≡ Pat Dorsey - Dorsey Asset Management Reduce 27.06% 52,048 5.48
≡ Hillman Capital Management Sell 100.00% 5,510 3.71
≡ Duan Yongping - H&H International Investment Sell 100.00% 9,900 0.06
Q4  2025
≡ Lee Ainslie - Maverick Capital Add 37.09% 70,609 0.81
≡ Pat Dorsey - Dorsey Asset Management Add 11.04% 19,117 1.78
≡ Valley Forge Capital Management Add 0.49% 615 0.01
≡ Stephen Mandel - Lone Pine Capital Buy 605,017 4.76
≡ David Tepper - Appaloosa Management Reduce 2.34% 1,500 0.02
≡ Triple Frond Partners Reduce 4.21% 4,692 0.52
≡ Hillman Capital Management Reduce 18.59% 1,258 0.85
≡ Polen Capital Management Reduce 43.45% 8,602 0.04
≡ Duan Yongping - H&H International Investment Reduce 87.63% 70,100 0.42
Q3  2025
≡ Triple Frond Partners Add 40.57% 32,170 3.39
≡ Pat Dorsey - Dorsey Asset Management Add 23.74% 33,237 2.89
≡ Lee Ainslie - Maverick Capital Buy 190,394 2.47
≡ Duan Yongping - H&H International Investment Buy 80,000 0.53
≡ David Tepper - Appaloosa Management Reduce 8.57% 6,000 0.08
≡ Hillman Capital Management Reduce 12.29% 948 0.53
≡ Polen Capital Management Reduce 55.54% 24,728 0.07
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 566,862 3.29
Q2  2025
≡ Pat Dorsey - Dorsey Asset Management Add 98.37% 69,418 4.99
≡ Stephen Mandel - Lone Pine Capital Reduce 2.67% 15,565 0.09
≡ Polen Capital Management Reduce 15.48% 8,152 0.02
≡ Hillman Capital Management Reduce 16.83% 1,561 0.68
Q1  2025
≡ Stephen Mandel - Lone Pine Capital Add 31.84% 140,661 0.82
≡ Triple Frond Partners Buy 79,300 7.10
≡ Pat Dorsey - Dorsey Asset Management Buy 70,571 4.96
≡ Polen Capital Management Reduce 15.23% 9,464 0.02
≡ Hillman Capital Management Reduce 27.06% 3,441 1.12
≡ David Tepper - Appaloosa Management Reduce 56.25% 90,000 1.07
Q4  2024
≡ David Tepper - Appaloosa Management Add 106.45% 82,500 0.89
≡ Hillman Capital Management Buy 12,718 3.27
≡ Polen Capital Management Reduce 7.64% 5,142 0.01
≡ Stephen Mandel - Lone Pine Capital Reduce 19.87% 109,547 0.56
Q3  2024
≡ Valley Forge Capital Management Add 99.72% 62,724 1.16
≡ Polen Capital Management Add 31.75% 16,215 0.03
≡ Stephen Mandel - Lone Pine Capital Reduce 6.22% 36,578 0.23
≡ David Tepper - Appaloosa Management Reduce 11.43% 10,000 0.12
≡ Daniel Loeb - Third Point Sell 100.00% 80,000 0.94
Q2  2024
≡ Stephen Mandel - Lone Pine Capital Add 19.00% 93,851 0.78
≡ David Tepper - Appaloosa Management Add 9.38% 7,500 0.12
≡ Daniel Loeb - Third Point Buy 80,000 0.94
≡ Polen Capital Management Reduce 0.08% 41 0.00
Q1  2024
≡ Stephen Mandel - Lone Pine Capital Add 14.95% 64,242 0.49
≡ Polen Capital Management Add 6.98% 3,333 0.01
≡ Lee Ainslie - Maverick Capital Sell 100.00% 471 0.01
Q4  2023
≡ Stephen Mandel - Lone Pine Capital Add 12.96% 49,318 0.32
≡ Lee Ainslie - Maverick Capital Buy 471 0.01
≡ Polen Capital Management Reduce 26.75% 17,446 0.03
Q3  2023
≡ Polen Capital Management Add 2.13% 1,358 0.00
≡ Stephen Mandel - Lone Pine Capital Reduce 17.49% 80,653 0.46
≡ Lee Ainslie - Maverick Capital Sell 100.00% 668 0.01
Q2  2023
≡ Valley Forge Capital Management Buy 62,903 1.55
≡ David Tepper - Appaloosa Management Buy 80,000 1.08
≡ Polen Capital Management Reduce 3.57% 2,365 0.00
≡ Lee Ainslie - Maverick Capital Reduce 46.26% 575 0.01
Q1  2023
≡ Stephen Mandel - Lone Pine Capital Add 95.24% 224,943 1.42
≡ Polen Capital Management Reduce 3.66% 2,516 0.00
≡ Lee Ainslie - Maverick Capital Reduce 86.62% 8,044 0.13
Q4  2022
≡ Lee Ainslie - Maverick Capital Add 28.17% 2,041 0.03
≡ Stephen Mandel - Lone Pine Capital Buy 236,190 1.23
≡ Polen Capital Management Reduce 10.29% 7,885 0.01
Q3  2022
≡ Lee Ainslie - Maverick Capital Add 90.13% 3,435 0.03
≡ Polen Capital Management Add 4.22% 3,105 0.00
Q2  2022
≡ Polen Capital Management Reduce 7.57% 6,025 0.01
≡ Lee Ainslie - Maverick Capital Reduce 60.34% 5,797 0.08
Q1  2022
≡ Polen Capital Management Reduce 1.51% 1,220 0.00
≡ Lee Ainslie - Maverick Capital Reduce 56.93% 12,701 0.15
Q4  2021
≡ Lee Ainslie - Maverick Capital Add 2.94% 638 0.01
≡ Polen Capital Management Add 2.55% 2,008 0.00
Q3  2021
≡ Polen Capital Management Add 77.99% 34,512 0.05
≡ Lee Ainslie - Maverick Capital Add 2.58% 546 0.00
Q2  2021
≡ Polen Capital Management Buy 44,250 0.06
≡ Lee Ainslie - Maverick Capital Reduce 31.85% 9,875 0.07
Q1  2021
≡ Lee Ainslie - Maverick Capital Buy 31,000 0.18
Q3  2014
≡ David Tepper - Appaloosa Management Sell 100.00% 525,275 0.75
Q2  2014
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 1,356,218 0.57
Q1  2014
≡ David Tepper - Appaloosa Management Add 222.25% 362,275 0.59
≡ Stephen Mandel - Lone Pine Capital Add 12.84% 154,352 0.06
Q4  2013
≡ Stephen Mandel - Lone Pine Capital Add 16.41% 169,400 0.07
≡ David Tepper - Appaloosa Management Buy 163,000 0.30
Q2  2013
≡ Stephen Mandel - Lone Pine Capital Buy 1,032,466 0.42

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.