ASM
Asml Holding Nv
ASML · Tech
Across the roster this quarter
Balanced3 managers hold it
No crowd here. Whatever you think, it's your call.
New0
Added1
Held1
Trimmed1
Sold out0
Combined position
$699M
Across all holders
Average weight in book
9.6%
Largest: Dorsey at 16.6%
Average holding period
2.7 yrs
Among current holders
Who owns it
Sorted by how much of their book it is
PD
Pat Dorsey
Dorsey Asset Management · $259M
16.6%
−7%DK
Dev Kantesaria
Valley Forge Capital · $340M
10.9%
HeldDT
David Tepper
Appaloosa Management · $99.5M
1.3%
+1%Managers holding, last five years
Up from 0 to 3 managers. Crowding cuts both ways.
1
1
1
2
2
2
2
2
2
2
3
3
3
3
3
3
Q3'21Q2'26