ASML HOLDING N V (ASML) Institutional Ownership Changes & 13F Activity

ASML HOLDING N V (ASML). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings. This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Eagle Capital Management, Third Point, Dorsey Asset Management, Lone Pine Capital, and Valley Forge Capital Management.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q1 2026Eagle Capital ManagementSell-401,637433,446$572,508,122
Q1 2026Third PointSell-68,00012,000$15,849,960
Q1 2026Dorsey Asset ManagementSell-52,048140,295$185,305,845
Q1 2026Lone Pine CapitalBuy50,131655,148$865,339,133
Q1 2026Valley Forge Capital ManagementBuy44,841171,083$225,971,559
Q1 2026Appaloosa ManagementSell-13,00049,500$65,381,085
Q1 2026Triple Frond PartnersBuy12,139118,917$157,069
Q1 2026Polen Capital ManagementBuy4,87716,072$21,228,760
Q1 2026Situational Awareness PartnersBuy4,6334,633$6,119,405
Q1 2026Parnassus Endeavor FundBuy3272,685$3,546,429
Q1 2026Sequoia Financial AdvisorsBuy945,546$7,325,355
Q1 2026Renaissance Technologies LLCBuy38338$438,740
Q4 2025Eagle Capital ManagementSell-711,488835,083$893,422,427
Q4 2025H&H International InvestmentSell-70,1009,900$10,591,614
Q4 2025Lone Pine CapitalBuy38,155605,017$647,283,488
Q4 2025Dorsey Asset ManagementBuy19,117192,343$205,780,082
Q4 2025Polen Capital ManagementSell-8,60211,195$11,977,312
Q4 2025Triple Frond PartnersSell-4,692106,778$114,238
Q4 2025Appaloosa ManagementSell-1,50062,500$66,866,250
Q4 2025Hillman Value FundSell-1,2585,510$5,894,929
Q4 2025Sequoia Financial AdvisorsBuy8435,452$5,832,535
Q4 2025Valley Forge Capital ManagementBuy615126,242$135,061,266
Q4 2025Parnassus Endeavor FundBuy2162,358$2,522,730
Q4 2025Renaissance Technologies LLCSell-185300$323,248
Q3 2025Eagle Capital ManagementBuy320,7001,546,571$1,497,220,206
Q3 2025H&H International InvestmentBuy80,00080,000$77,447,200
Q3 2025Dorsey Asset ManagementBuy33,237173,226$167,698,358
Q3 2025Triple Frond PartnersBuy32,170111,470$107,913
Q3 2025Polen Capital ManagementSell-24,72819,797$19,165,330
Q3 2025Appaloosa ManagementSell-6,00064,000$61,957,760

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.

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