N Y REGISTRY SHS
ASML
ASML HLDG NV
Holdings as of 2026-06-30Filed 2026-08-14Updated 2026-10-22
View original evidence ↗Consensus17.1/100↑ 3Current quarter score · 2026 Q2
Investors holding4
New positions0
Increased2
Decreased2
Exited0
Holdings by investor
↓ CSV↔ Scroll table
| Investor | Portfolio weight | Shares | Shares Δ | Change | Filed | Evidence |
|---|---|---|---|---|---|---|
| Lone Pine CapitalLone Pine Capital | 6.92%+0.0 pp | 569,174 | -13.1% | Decreased | 2026-08-14 | SEC filing |
| David TepperAppaloosa | 1.33%+0.2 pp | 50,000 | +1.0% | Increased | 2026-08-14 | SEC filing |
| Daniel LoebThird Point | 1.28%+0.5 pp | 30,000 | +150.0% | Increased | 2026-08-14 | SEC filing |
| Philippe LaffontCoatue Management | 1.21%-1.0 pp | 295,406 | -40.5% | Decreased | 2026-08-14 | SEC filing |
Ownership over time
All 20 quarters
| Quarter | Investors holding |
|---|---|
| 2026 Q2 | 4 |
| 2026 Q1 | 4 |
| 2025 Q4 | 2 |
| 2025 Q3 | 1 |
| 2025 Q2 | 2 |
| 2025 Q1 | 2 |
| 2024 Q4 | 2 |
| 2024 Q3 | 2 |
| 2024 Q2 | 4 |
| 2024 Q1 | 3 |
| 2023 Q4 | 2 |
| 2023 Q3 | 2 |
| 2023 Q2 | 2 |
| 2023 Q1 | 1 |
| 2022 Q4 | 2 |
| 2022 Q3 | 1 |
| 2022 Q2 | 0 |
| 2022 Q1 | 0 |
| 2021 Q4 | 0 |
| 2021 Q3 | 0 |
Inside the Consensus Score
breadth7.5 / 30
conviction1.3 / 20
activity2.5 / 20
trend3.4 / 15
persistence2.3 / 15
Original sources
Public commentary is shown only when a dated, verified original is available.
AppaloosaOfficial SEC filing
Third PointOfficial SEC filing
Coatue ManagementOfficial SEC filing
Lone Pine CapitalOfficial SEC filing
Advanced · SEC data & downloads
CUSIP N07059210 · N Y REGISTRY SHS
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Lone Pine Capital · 13F-HR · SEC filing · TXT
Appaloosa · 13F-HR · SEC filing · TXT
Third Point · 13F-HR · SEC filing · TXT
Coatue Management · 13F-HR · SEC filing · TXT
Download full history CSV · all candidate groups