8 hedge funds and family offices disclose a ASML position in their latest SEC 13F filing — combined $1.73B in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Stephen Mandel | Lone Pine Capital LLC | 605,017 | $647.3M | 4.76% | 2025-12-31 |
| 2 | Dev Kantesaria | Valley Forge Capital Management | 171,083 | $340.4M | 10.92% | 2026-06-30 |
| 3 | Lee Ainslie | Maverick Capital Ltd | 261,003 | $279.2M | 3.00% | 2025-12-31 |
| 4 | Pat Dorsey | Dorsey Asset Management, LLC | 130,364 | $259.4M | 16.61% | 2026-06-30 |
| 5 | Ray Dalio | Bridgewater Associates LP | 61,675 | $122.7M | 0.50% | 2026-06-30 |
| 6 | Daniel Loeb | Third Point LLC | 30,000 | $59.6M | 1.27% | 2026-06-30 |
| 7 | Polen Capital | Polen Capital Management LLC | 11,195 | $12.0M | 0.05% | 2025-12-31 |
| 8 | Mark Hillman | Hillman Capital Management Inc | 5,510 | $5.9M | 3.71% | 2025-12-31 |
As of the latest 13F window, 8 tracked superinvestors hold ASML. The largest disclosed position is Stephen Mandel at $647.3M (4.8% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying ASML, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
8 hedge funds and family offices disclose a ASML position in their latest SEC 13F filing — combined $1.73B in market value. Of those, 1 are classified as value investors.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Stephen Mandel | Lone Pine Capital LLC | 605,017 | $647.3M | 4.76% | 2025-12-31 |
| 2 | Dev Kantesaria | Valley Forge Capital Management | 171,083 | $340.4M | 10.92% | 2026-06-30 |
| 3 | Lee Ainslie | Maverick Capital Ltd | 261,003 | $279.2M | 3.00% | 2025-12-31 |
| 4 | Pat Dorsey | Dorsey Asset Management, LLC | 130,364 | $259.4M | 16.61% | 2026-06-30 |
| 5 | Ray Dalio | Bridgewater Associates LP | 61,675 | $122.7M | 0.50% | 2026-06-30 |
| 6 | Daniel Loeb | Third Point LLC | 30,000 | $59.6M | 1.27% | 2026-06-30 |
| 7 | Polen Capital | Polen Capital Management LLC | 11,195 | $12.0M | 0.05% | 2025-12-31 |
| 8 | Mark Hillman | Hillman Capital Management Inc | 5,510 | $5.9M | 3.71% | 2025-12-31 |
As of the latest 13F window, 8 tracked superinvestors hold ASML. The largest disclosed position is Stephen Mandel at $647.3M (4.8% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying ASML, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
