ASML HOLDING N V (ASML) Institutional Buying Activity
Institutional investors tracked by InsiderSet increased exposure to ASML HOLDING N V (ASML) during the quarter ended March 31, 2026 through a combination of new purchases and expanded existing positions disclosed in SEC Form 13F filings.
The largest institutional buyer of ASML during the latest reporting period was Eagle Capital Management, which increased its reported ASML position by approximately $982.40M based on quarter-end filing values. Several additional hedge funds and long-term asset managers also reported meaningful increases in ASML exposure during the quarter.
Institutional buying activity can provide insight into investor conviction, sector allocation trends, and smart money positioning toward ASML HOLDING N V (ASML). InsiderSet tracks quarterly accumulation trends, new institutional positions, ownership increases, and estimated performance of newly disclosed holdings using SEC filing data and recent market prices.
The investors highlighted on this page collectively added approximately $2.47B in reported ASML exposure during the latest filing period, reflecting continued institutional interest in ASML HOLDING N V's growth initiatives and strategic positioning.
| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q1 2026 | Lone Pine Capital | Buy | 50,131 | 655,148 | $865,339,133 |
| Q1 2026 | Valley Forge Capital Management | Buy | 44,841 | 171,083 | $225,971,559 |
| Q1 2026 | Triple Frond Partners | Buy | 12,139 | 118,917 | $157,069 |
| Q1 2026 | Polen Capital Management | Buy | 4,877 | 16,072 | $21,228,760 |
| Q1 2026 | Situational Awareness Partners | Buy | 4,633 | 4,633 | $6,119,405 |
| Q1 2026 | Parnassus Endeavor Fund | Buy | 327 | 2,685 | $3,546,429 |
| Q1 2026 | Sequoia Financial Advisors | Buy | 94 | 5,546 | $7,325,355 |
| Q1 2026 | Renaissance Technologies LLC | Buy | 38 | 338 | $438,740 |
| Q4 2025 | Lone Pine Capital | Buy | 38,155 | 605,017 | $647,283,488 |
| Q4 2025 | Dorsey Asset Management | Buy | 19,117 | 192,343 | $205,780,082 |
| Q4 2025 | Sequoia Financial Advisors | Buy | 843 | 5,452 | $5,832,535 |
| Q4 2025 | Valley Forge Capital Management | Buy | 615 | 126,242 | $135,061,266 |
| Q4 2025 | Parnassus Endeavor Fund | Buy | 216 | 2,358 | $2,522,730 |
| Q3 2025 | Eagle Capital Management | Buy | 320,700 | 1,546,571 | $1,497,220,206 |
| Q3 2025 | H&H International Investment | Buy | 80,000 | 80,000 | $77,447,200 |
| Q3 2025 | Dorsey Asset Management | Buy | 33,237 | 173,226 | $167,698,358 |
| Q3 2025 | Triple Frond Partners | Buy | 32,170 | 111,470 | $107,913 |
| Q3 2025 | Parnassus Endeavor Fund | Buy | 743 | 2,142 | $2,073,649 |
| Q3 2025 | Sequoia Financial Advisors | Buy | 414 | 4,609 | $4,461,488 |
| Q2 2025 | Eagle Capital Management | Buy | 1,225,871 | 1,225,871 | $982,400,399 |
| Q2 2025 | Dorsey Asset Management | Buy | 69,418 | 139,989 | $112,185,785 |
| Q2 2025 | Sequoia Financial Advisors | Buy | 717 | 4,195 | $3,362,074 |
| Q2 2025 | Parnassus Endeavor Fund | Buy | 32 | 1,399 | $1,121,144 |
| Q1 2025 | Lone Pine Capital | Buy | 140,661 | 582,427 | $385,933,603 |
| Q1 2025 | Triple Frond Partners | Buy | 79,300 | 79,300 | $52,547 |
| Q1 2025 | Dorsey Asset Management | Buy | 70,571 | 70,571 | $46,762,462 |
| Q1 2025 | Parnassus Endeavor Fund | Buy | 1,025 | 1,367 | $905,815 |
| Q1 2025 | Renaissance Technologies LLC | Buy | 99 | 485 | $325,147 |
| Q1 2025 | Sequoia Financial Advisors | Buy | 55 | 3,478 | $2,304,495 |
| Q4 2024 | Appaloosa Management | Buy | 82,500 | 160,000 | $110,892,800 |
Frequently asked questions about ASML activity
Which institutional owners are buying ASML?
Institutional owners buying ASML include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ASML activity?
"Buy" means an investor increased their reported position in ASML compared to the prior reporting period. This reflects growing exposure to ASML HOLDING N V (ASML) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ASML increasing?
Institutional interest in ASML can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.