8 tracked superinvestors hold ASML HLDG NV (ASML), worth $5.3B combined, led by Steve Cohen. Smart money is holding ASML as of the latest 13F filings.
Current price
$1714.88
+128.2%
1Y
ASML Holding N.V. provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems. The company offers lithography, metrology, and inspection systems. It also provides extreme ultraviolet lithography systems; and deep ultraviolet lithography systems comprising immersion and dry lithography systems solutions to…
Market cap
$550.0B
P/E
47
Div yield
0.5%
Revenue YoY
15.6%
Analyst target
$2306
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
8
tracked 13F / N-PORT funds
Combined value
$5.3B
disclosed long exposure
Tier-1 conviction
4
concentrated holders
Net this quarter
0
3 buying · 3 selling
Smart money is holding ASML steady this quarter — buys and sells are balanced. 1 opened a brand-new position.
ASML HLDG NV (ASML) is a genuine cross-fund conviction name: 4 concentrated Tier-1 superinvestors hold it, alongside 4 other tracked funds, for $5.3B of combined disclosed exposure.
The highest-conviction holder is Stephen Mandel, who has committed 6.9% of their portfolio to it, while Steve Cohen holds the largest dollar position.
This quarter 1 fund opened a brand-new position (Will Danoff), with 2 adding and 3 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Held | 1.4% | $1.2B | |
| Trimmed | 6.9% | $1.1B | |
| New buy | 0.7% | $1.1B | |
| Added | 0.7% | $978M | |
| Trimmed | 1.2% | $588M | |
| Trimmed | 0.5% | $123M | |
| Held | 1.3% | $99M | |
| Added | 1.3% | $60M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Disclosed put/call positions — directional bets, not share ownership. A put is typically bearish or a hedge.
Puts (bearish / hedge)
Calls (bullish)
None disclosed.
Which superinvestors own ASML?
8 tracked funds hold ASML HLDG NV (ASML), the largest being Steve Cohen (Point72) at 1.4% of its 13F portfolio. 4 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling ASML?
In the most recent 13F quarter, 3 tracked funds added or opened ASML and 3 trimmed it, including 1 brand-new position.
How much ASML do tracked funds hold?
Combined disclosed long exposure to ASML across tracked superinvestors is $5.3B as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.