ASML
Asml Hldg NV
10 of the 83 super-investors we track hold ASML, worth a combined $2.55B per their latest 13F filings. The largest position: Triple Frond Partners at 21.1% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Conviction score: 60 of 100 (how strongly the cohort backs it) — ranked #22 of 742 stocks. The stock is up 21.3x since a tracked investor first held it at conviction size (Q1 2014 or earlier).
Held through it: Pat Dorsey (5q straight), Triple Frond Partners (5q straight), Valley Forge Capital Management (12q straight) and 7 more. All multibaggers the cohort held →
Why super-investors own ASML
ASML is held by 10 super-investors in our cohort, with a combined position value of $2.5B. The highest-conviction owner is Triple Frond Partners at 21.1% of their portfolio. Cohort ownership has grown from 9 to 10 over the last four quarters — net interest is rising. This quarter the cohort registered 1 added.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- ASML (NasdaqGS:ASML) Stock Looks Fully Priced After 161% Run Yet Earnings Stay Richsimplywall.st ·
- QQQ Rises More Than 1% as ASML and TSMC Prepare to Report, Goldman Sachs Expects Another Strong Earnings Season for US StocksTradingKey ·
- Discipline and Rules-Based Execution in ASML ResponseStock Traders Daily ·
- TSMC vs. ASML: Which Semiconductor Giant Is the Better Stock Buy?The Globe and Mail ·
- ASML (ENXTAM:ASML) Stock Looks Reasonable On Earnings Yet Stretched On Broader Checkssimplywall.st ·
- ASML Stock Price Prediction 2026-2027 | ASML Forecast24/7 Wall St. ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (10) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Stephen Mandel | 6.9% | 14q | $1.13B | 569,174 |
| 2 | Joel Greenblatt | 0.2% | 38q | $375M | 188,358 |
| 3 | Valley Forge Capital Management | 10.9% | 13q | $340M | 171,083 |
| 4 | Pat Dorsey | 16.6% | 6q | $259M | 130,364 |
| 5 | Triple Frond Partners | 21.1% | 6q | $237M | 118,917 |
| 6 | David Tepper | 1.3% | 13q | $99M | 50,000 |
| 7 | Daniel Loeb | 1.3% | 3q | $60M | 30,000 |
| 8 | Polen Capital Management | 0.3% | 21q | $31M | 15,427 |
| 9 | Wallace Weitz | 0.8% | 2q | $11M | 5,500 |
| 10 | Lee Ainslie | <0.1% | 15q | $2M | 980 |
- 1Stephen Mandelport6.9%val$1.13B569,174 sh·14q held
- 2Joel Greenblattport0.2%val$375M188,358 sh·38q held
- 3Valley Forge Capital Managementport10.9%val$340M171,083 sh·13q held
- 4Pat Dorseyport16.6%val$259M130,364 sh·6q held
- 5Triple Frond Partnersport21.1%val$237M118,917 sh·6q held
- 6David Tepperport1.3%val$99M50,000 sh·13q held
- 7Daniel Loebport1.3%val$60M30,000 sh·3q held
- 8Polen Capital Managementport0.3%val$31M15,427 sh·21q held
- 9Wallace Weitzport0.8%val$11M5,500 sh·2q held
- 10Lee Ainslieport<0.1%val$2M980 sh·15q held
Owners of ASML also hold
Congress is trading ASML
Congress tracker →- Michael T. McCaulbought$1,001 - $15,000 · 2026-03-31
- Jared Moskowitzbought$1,001 - $15,000 · 2026-03-31
- Jared Moskowitzbought$1,001 - $15,000 · 2026-03-23
- Jared Moskowitzbought$1,001 - $15,000 · 2026-03-23
- Michael T. McCaulsold$1,001 - $15,000 · 2026-02-05
- Gilbert Cisnerosbought$1,001 - $15,000 · 2026-01-30
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Daniel Loeb | ADD | 1.3% | +150% | $60M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP N07059210. Not investment advice.