ASML Holding N.V. (ASML)
ASML Holding N.V. (ASML) is held by 6 master funds in 2026 Q2, with a combined value of about $2.73B.
The highest portfolio weights for ASML Holding N.V. (ASML) come from: Stuart Mclaughlin-Triple Frond Partners 21.11%, Pat Dorsey-Dorsey Asset Management 16.61%, Dev Kantesaria-Valley Forge Capital Management 10.92%, Stephen Mandel-Lone Pine Capital 6.92%, Ravenel Boykin Curry IV-Eagle Capital Management 2.27%.
Master Holdings
| Stuart Mclaughlin | Triple Frond Partners | 21.11% | 0.12 | $0.24B | 2025 Q1 | 2026 Q1 | 1.5 | 0.00% |
| Pat Dorsey | Dorsey Asset Management | 16.61% | 0.13 | $0.26B | 2025 Q1 | 2025 Q4 | 1.5 | -7.08% |
| Dev Kantesaria | Valley Forge Capital Management | 10.92% | 0.17 | $0.34B | 2023 Q2 | 2026 Q1 | 3.25 | 0.00% |
| Stephen Mandel | Lone Pine Capital | 6.92% | 0.57 | $1.13B | 2013 Q2 | 2026 Q1 | 0.75 | -13.12% |
| Ravenel Boykin Curry IV | Eagle Capital Management | 2.27% | 0.37 | $0.74B | 2025 Q2 | 2025 Q3 | 1.25 | -13.73% |
| Jiang JinZhi | Greenwoods Asset Management Hong Kong Ltd. | 0.64% | 0.01 | $0.01B | 2024 Q1 | 2026 Q2 | 0.25 | - |
Exited Funds
| Master | Fund | Exited Shares (M) | First Owned | Latest Buy | Holding Years |
|---|---|---|---|---|---|
| Phil Town | Rule One Fund | 0.01 | 2025 Q1 | 2025 Q1 | 1.25 |
Consensus Trend
Total Shares Held by Masters
Tracks combined shares held by all master funds in each report period.
Master Consensus Changes
Buy includes new positions and increases; sell includes reductions and exits.