ASML Holding NV (ASML)

Sector:Technology
Super Investor Stats:
Ownership count:4
Ownership rank:127
% of all portfolios:0.087%
Hold Price * :$833.25
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
Valley Forge Capital Management Add 99.72% 62,724 1.16
Polen Capital Management Add 31.75% 16,215 0.03
Stephen Mandel - Lone Pine Capital Reduce 6.22% 36,578 0.23
David Tepper - Appaloosa Management Reduce 11.43% 10,000 0.12
Daniel Loeb - Third Point Sell 100.00% 80,000 0.94
Q2  2024
Stephen Mandel - Lone Pine Capital Add 19.00% 93,851 0.78
David Tepper - Appaloosa Management Add 9.38% 7,500 0.12
Daniel Loeb - Third Point Buy 80,000 0.94
Polen Capital Management Reduce 0.08% 41 0.00
Q1  2024
Stephen Mandel - Lone Pine Capital Add 14.95% 64,242 0.49
Polen Capital Management Add 6.98% 3,333 0.01
Hillman Value Fund Sell 100.00% 8,488 2.88
Lee Ainslie - Maverick Capital Sell 100.00% 471 0.01
Q4  2023
Stephen Mandel - Lone Pine Capital Add 12.96% 49,318 0.32
Lee Ainslie - Maverick Capital Buy 471 0.01
Polen Capital Management Reduce 26.75% 17,446 0.03
Q3  2023
Polen Capital Management Add 2.13% 1,358 0.00
Stephen Mandel - Lone Pine Capital Reduce 17.49% 80,653 0.46
Lee Ainslie - Maverick Capital Sell 100.00% 668 0.01
Q2  2023
Valley Forge Capital Management Buy 62,903 1.55
David Tepper - Appaloosa Management Buy 80,000 1.08
Polen Capital Management Reduce 3.57% 2,365 0.00
Lee Ainslie - Maverick Capital Reduce 46.26% 575 0.01
Q1  2023
Stephen Mandel - Lone Pine Capital Add 95.24% 224,943 1.42
Polen Capital Management Reduce 3.66% 2,516 0.00
Lee Ainslie - Maverick Capital Reduce 86.62% 8,044 0.13
Q4  2022
Lee Ainslie - Maverick Capital Add 28.17% 2,041 0.03
Stephen Mandel - Lone Pine Capital Buy 236,190 1.23
Polen Capital Management Reduce 10.29% 7,885 0.01
Hillman Value Fund Reduce 24.13% 2,700 0.79
Q3  2022
Lee Ainslie - Maverick Capital Add 90.13% 3,435 0.03
Polen Capital Management Add 4.22% 3,105 0.00
Q2  2022
Hillman Value Fund Add 11.88% 1,188 0.28
Polen Capital Management Reduce 7.57% 6,025 0.01
Lee Ainslie - Maverick Capital Reduce 60.34% 5,797 0.08
Q1  2022
Hillman Value Fund Buy 10,000 2.83
Polen Capital Management Reduce 1.51% 1,220 0.00
Lee Ainslie - Maverick Capital Reduce 56.93% 12,701 0.15
Q4  2021
Lee Ainslie - Maverick Capital Add 2.94% 638 0.01
Polen Capital Management Add 2.55% 2,008 0.00
Q3  2021
Polen Capital Management Add 77.99% 34,512 0.05
Lee Ainslie - Maverick Capital Add 2.58% 546 0.00
Q2  2021
Polen Capital Management Buy 44,250 0.06
Lee Ainslie - Maverick Capital Reduce 31.85% 9,875 0.07
Q1  2021
Lee Ainslie - Maverick Capital Buy 31,000 0.18
Q3  2014
David Tepper - Appaloosa Management Sell 100.00% 525,275 0.75
Q2  2014
Stephen Mandel - Lone Pine Capital Sell 100.00% 1,356,218 0.57
Q1  2014
David Tepper - Appaloosa Management Add 222.25% 362,275 0.59
Stephen Mandel - Lone Pine Capital Add 12.84% 154,352 0.06
Q4  2013
Stephen Mandel - Lone Pine Capital Add 16.41% 169,400 0.07
David Tepper - Appaloosa Management Buy 163,000 0.30
Q2  2013
Stephen Mandel - Lone Pine Capital Buy 1,032,466 0.42

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.