ASML · CUSIP N07059210
ASML HLDG NV
Reported by 9 of 79 curated managers in Q2 2026, in the holdings snapshot last exported 2026-10-26.
- Managers holding
- 9
- Average portfolio weight
- 6.6%
- Combined reported value
- $2.2B
- Research group
- 79
9 of the 79 superinvestors Shameless Cloning tracks reported ASML HLDG NV (ASML) in their Q2 2026 13F filings, worth $2.2B combined, at an average 6.6% of their portfolios. The largest positions by portfolio weight belong to Triple Frond Partners (21.1%), Pat Dorsey (16.6%), Valley Forge Capital Management (10.9%).
Reporting managers
This is a historical 13F snapshot, not a live shareholder register. The count covers all matched managers; dashboard rankings use only those with at least 95% coverage. Reported value is measured at filing quarter-end, not at today's price.
| Manager / SEC filer | % of portfolio | Reported value |
|---|---|---|
| Triple Frond PartnersTriple Frond Partners LLC | 21.1% | $236.6M |
| Pat DorseyDorsey Asset Management, LLC | 16.6% | $259.4M |
| Valley Forge Capital ManagementValley Forge Capital Management, LP | 10.9% | $340.4M |
| Stephen MandelLONE PINE CAPITAL LLC | 6.9% | $1.1B |
| David TepperAPPALOOSA LP | 1.3% | $99.5M |
| Daniel LoebThird Point LLC | 1.3% | $59.6M |
| Wallace WeitzWEITZ INVESTMENT MANAGEMENT, INC. | 0.8% | $10.9M |
| Polen Capital ManagementPOLEN CAPITAL MANAGEMENT LLC | 0.3% | $30.7M |
| Lee AinslieMAVERICK CAPITAL LTD | 0.0% | $1.9M |