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ASML HOLDING N V

Holders

5

Combined Value

$1.60B

Combined Shares

1,213,220

Investor Activity Chart

Quarterly buys (▲) and sells (▼) by tracked investors. Click a marker to view that investor's portfolio; hover for details. Price line is implied from 13F filings (value ÷ shares), not market data.

$530.99$838.15$1145.31$1452.47Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25Q1'26Q2 2024 · implied price $1022.73Q3 2024 · implied price $833.25Q4 2024 · implied price $693.08Q1 2025 · implied price $662.64Q2 2025 · implied price $801.39Q3 2025 · implied price $968.09Q4 2025 · implied price $1069.86Q1 2026 · implied price $1320.82Stephen Mandel - Lone Pine Capital · bought 587,891 shares @ ~$1022.73 · Q2 2024 (new position)Philippe Laffont - Coatue Management · bought 113,431 shares @ ~$1022.73 · Q2 2024 (new position)David Tepper - Appaloosa Management · bought 87,500 shares @ ~$1022.73 · Q2 2024 (new position)Daniel Loeb - Third Point · bought 80,000 shares @ ~$1022.73 · Q2 2024 (new position)Philippe Laffont - Coatue Management · sold 113,431 shares @ ~$1022.73 · Q3 2024 (sold out)Daniel Loeb - Third Point · sold 80,000 shares @ ~$1022.73 · Q3 2024 (sold out)Stephen Mandel - Lone Pine Capital · sold 36,578 shares @ ~$833.25 · Q3 2024David Tepper - Appaloosa Management · sold 10,000 shares @ ~$833.25 · Q3 2024David Tepper - Appaloosa Management · bought 82,500 shares @ ~$693.08 · Q4 2024Jim Simons - Renaissance Technologies · bought 386 shares @ ~$698.60 · Q4 2024 (new position)Stephen Mandel - Lone Pine Capital · sold 109,547 shares @ ~$693.08 · Q4 2024Stephen Mandel - Lone Pine Capital · bought 140,661 shares @ ~$662.63 · Q1 2025Jim Simons - Renaissance Technologies · bought 99 shares @ ~$670.41 · Q1 2025David Tepper - Appaloosa Management · sold 90,000 shares @ ~$662.63 · Q1 2025Michael Burry - Scion Asset Management · bought 25,000 shares @ ~$801.39 · Q2 2025 (new position)Stephen Mandel - Lone Pine Capital · sold 15,565 shares @ ~$801.39 · Q2 2025Jim Simons - Renaissance Technologies · sold 485 shares @ ~$670.41 · Q2 2025 (sold out)Stephen Mandel - Lone Pine Capital · sold 566,862 shares @ ~$801.39 · Q3 2025 (sold out)Michael Burry - Scion Asset Management · sold 25,000 shares @ ~$801.39 · Q3 2025 (sold out)David Tepper - Appaloosa Management · sold 6,000 shares @ ~$968.09 · Q3 2025Stephen Mandel - Lone Pine Capital · bought 605,017 shares @ ~$1069.86 · Q4 2025 (new position)Jim Simons - Renaissance Technologies · bought 300 shares @ ~$1077.49 · Q4 2025 (new position)David Tepper - Appaloosa Management · sold 1,500 shares @ ~$1069.86 · Q4 2025Philippe Laffont - Coatue Management · bought 496,234 shares @ ~$1320.83 · Q1 2026 (new position)Stephen Mandel - Lone Pine Capital · bought 50,131 shares @ ~$1320.83 · Q1 2026Daniel Loeb - Third Point · bought 12,000 shares @ ~$1320.83 · Q1 2026 (new position)Jim Simons - Renaissance Technologies · bought 38 shares @ ~$1298.05 · Q1 2026David Tepper - Appaloosa Management · sold 13,000 shares @ ~$1320.83 · Q1 2026BUYSELLIMPLIED PRICE

Held By

Tracked investors currently holding this security, based on each investor's most recent 13F filing. Gain compares the current market price to each investor's estimated average buy price.

InvestorValue% of PortfolioAvg Buy PriceGainLast ActivityAs of
Stephen Mandel - Lone Pine Capital$865.34M6.90%~$1089.06—BUY Q1 2026Q1 2026
Philippe Laffont - Coatue Management$655.44M2.26%~$1320.83—BUY Q1 2026Q1 2026
David Tepper - Appaloosa Management$65.38M1.10%~$852.75—SELL Q1 2026Q1 2026
Daniel Loeb - Third Point$15.85M0.76%~$1320.83—BUY Q1 2026Q1 2026
Jim Simons - Renaissance Technologies$438.7K0.00%~$1102.29—BUY Q1 2026Q1 2026

Recent Activity

Latest position changes by tracked investors. Prices are estimates implied from 13F filings.

QuarterInvestorActionEst. ValueEst. Price
Q1 2026Philippe Laffont - Coatue ManagementNEW BUY+$655.44M~$1320.83
Q1 2026Stephen Mandel - Lone Pine CapitalBUY+$66.21M~$1320.83
Q1 2026David Tepper - Appaloosa ManagementSELL−$17.17M~$1320.83
Q1 2026Daniel Loeb - Third PointNEW BUY+$15.85M~$1320.83
Q1 2026Jim Simons - Renaissance TechnologiesBUY+$49.3K~$1298.05
Q4 2025Stephen Mandel - Lone Pine CapitalNEW BUY+$647.28M~$1069.86
Q4 2025David Tepper - Appaloosa ManagementSELL−$1.60M~$1069.86
Q4 2025Jim Simons - Renaissance TechnologiesNEW BUY+$323.2K~$1077.49
Q3 2025Stephen Mandel - Lone Pine CapitalSOLD OUT−$454.28M~$801.39
Q3 2025Michael Burry - Scion Asset ManagementSOLD OUT−$20.03M~$801.39
Q3 2025David Tepper - Appaloosa ManagementSELL−$5.81M~$968.09
Q2 2025Michael Burry - Scion Asset ManagementNEW BUY+$20.03M~$801.39
Q2 2025Stephen Mandel - Lone Pine CapitalSELL−$12.47M~$801.39
Q2 2025Jim Simons - Renaissance TechnologiesSOLD OUT−$325.1K~$670.41
Q1 2025Stephen Mandel - Lone Pine CapitalBUY+$93.21M~$662.63
Q1 2025David Tepper - Appaloosa ManagementSELL−$59.64M~$662.63
Q1 2025Jim Simons - Renaissance TechnologiesBUY+$66.4K~$670.41
Q4 2024Stephen Mandel - Lone Pine CapitalSELL−$75.92M~$693.08
Q4 2024David Tepper - Appaloosa ManagementBUY+$57.18M~$693.08
Q4 2024Jim Simons - Renaissance TechnologiesNEW BUY+$269.7K~$698.60
Q3 2024Philippe Laffont - Coatue ManagementSOLD OUT−$116.01M~$1022.73
Q3 2024Daniel Loeb - Third PointSOLD OUT−$81.82M~$1022.73
Q3 2024Stephen Mandel - Lone Pine CapitalSELL−$30.48M~$833.25
Q3 2024David Tepper - Appaloosa ManagementSELL−$8.33M~$833.25
Q2 2024Stephen Mandel - Lone Pine CapitalNEW BUY+$601.25M~$1022.73

Ownership History

Aggregate position across all tracked investors per quarter (options excluded). Implied price is the reported value divided by shares held.

PeriodHoldersTotal SharesΔ SharesTotal ValueImplied Price
Q1 202651,213,220+81.7%$1.60B$1320.82
Q4 20253667,817+943.5%$714.47M$1069.86
Q3 2025164,000-90.3%$61.96M$968.09
Q2 20253661,862+1.4%$530.41M$801.39
Q1 20253652,912+8.4%$432.64M$662.64
Q4 20243602,152-4.2%$417.34M$693.08
Q3 20242628,813-27.6%$523.96M$833.25
Q2 20244868,822—$888.57M$1022.73