Latticework
← All portfoliosLatticework shows what 76 well-known investors report to the SEC each quarter.

ASML · ASML Hldg NV · Form 13F filings for Q2 2026

ASML Hldg NV

10 of 76 investors hold it

Together they reported $2.2 billion of it. In Q2 2026, 1 added and 1 reduced.

20 of 83 tracked investors have filed for Q3 2026 so far. The sheet and every stock page stay on Q2 2026 until most have filed, so each count is taken from one group of investors.

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Who added and who reduced

Q2 2026 against Q1 2026, among 74 filings that can be compared. An investor counts as adding or reducing when reported shares change by 20% or more, or when a position is opened or closed.

1added or opened

Daniel Loeb+150%

1reduced or sold out

Lee Ainslie−99.6%

Who holds it

InvestorShare of their portfolioReported valueThis quarter
Triple Frond Partners21.11%$237MNo change of 20%
Pat Dorsey16.61%$259MNo change of 20%
Valley Forge Capital Management10.92%$340MNo change of 20%
Stephen Mandel6.92%$1.13BNo change of 20%
David Tepper1.33%$99MNo change of 20%
Daniel Loeb1.28%$60M+150%
Wallace Weitz0.76%$11MNo change of 20%
Polen Capital Management0.26%$31MNo change of 20%
Lee Ainslie0.02%$2M−99.6%
Joel Greenblatt0.01%$2MNo change of 20%

Holders over time

How many of the same 76 investors reported a position at each quarter end, up to Q2 2026.

4Q3 ’24
5Q4 ’24
7Q1 ’25
8Q2 ’25
9Q3 ’25
10Q4 ’25
10Q1 ’26
10Q2 ’26

Where to next

Stephen MandelLargest holder by dollars: $1.13B →Triple Frond PartnersHighest conviction: 21.11% of the portfolio →All portfoliosThe biggest bets reported for Q2 2026, on one sheet →

Source: SEC Form 13F filings for Q2 2026, the quarter ended Jun 30, 2026, from the 76 investors on the homepage sheet · CUSIP N07059210 · data as of Nov 12, 2026. Weight is the share of the investor’s disclosed portfolio. Filings list long US-listed positions at quarter end. They are not live holdings, omit shorts, can be amended and give no reasons for a change.

Each investor’s filing