ASML makes lithography systems that semiconductor manufacturers use to produce advanced chips, including EUV equipment.
Counts show how tracked institutions changed this company in their latest available filings.
Portfolio weight and share-count changes are shown for every tracked manager with a current or prior-quarter position.
Coatue Management opened a new position at 2.26% of the portfolio, buying 496,234 shares.
Third Point opened a new position at 0.76% of the portfolio, buying 12,000 shares.
Bridgewater Associates added 6,107 shares; portfolio weight moved from 0.34% to 0.54%.
Signals are derived from SEC EDGAR 13F information tables. Search aliases, tickers, themes, and company mappings help discovery but do not replace the original filing.
Each line is one tracked manager’s portfolio weight. Labels identify the manager directly.
Market values, quarterly totals, and original CUSIP rows are available below without obscuring current actions.
| Quarter | Current managers | Combined holding value | Total shares | Manager details |
|---|---|---|---|---|
| Q2 2025 | 1 | $9,144,661 | 11,411 | Bridgewater Associates New position - 11,411 Shares |
| Q3 2025 | 1 | $87,321,718 | 90,200 | Bridgewater Associates Increased - 90,200 Shares |
| Q4 2025 | 1 | $92,103,178 | 86,089 | Bridgewater Associates Reduced - 86,089 Shares |
| Q1 2026 | 3 | $793,065,956 | 600,430 | Bridgewater Associates Increased - 92,196 Shares Coatue Management New position - 496,234 Shares Third Point New position - 12,000 Shares |
| Manager | Issuer | CUSIP | Security class | Holding market value | Shares | Weight | Source |
|---|---|---|---|---|---|---|---|
| Coatue Management | ASML HLDG NV | N07059210 | N Y REGISTRY SHS | $655,440,753 | 496,234 | 2.26% | SEC XML |
| Bridgewater Associates | ASML HLDG NV | N07059210 | N Y REGISTRY SHS | $121,775,243 | 92,196 | 0.54% | SEC XML |
| Third Point | ASML HLDG NV | N07059210 | N Y REGISTRY SHS | $15,849,960 | 12,000 | 0.76% | SEC XML |