ASML is a Netherlands-based supplier of photolithography systems, including EUV machines, essential for manufacturing advanced semiconductor chips.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|---|---|---|---|---|
| Daniel Loeb / Third Point | 42 | New buy | 12,000 | $15,849,960 | 0.8% |
| Louis Bacon / Moore | 56 | New buy | 1,094 | $1,444,988 | 0.0% |
| Hyperion Asset Management Ltd (auto-surfaced) | 71 | Added +39% | 149,613 | $197,613,337 | 6.3% |
| Bridgewater | 55 | Added +7% | 92,196 | $121,775,243 | 0.5% |
| Pat Dorsey / Dorsey Asset | 93 | Trimmed -27% | 140,295 | $185,305,845 | 14.8% |
| David Tepper / Appaloosa | 93 | Trimmed -21% | 49,500 | $65,381,085 | 1.1% |
| Trade date | Who | Type | Amount | |
|---|---|---|---|---|
| 2026-03-31 | Jared Moskowitz FL23 | BUY | $1,001 - $15,000 | PTR |
| 2026-03-31 | Alan Armstrong senate | BUY | $1,001 - $15,000 | PTR |
| 2026-03-30 | Alan Armstrong senate | BUY | $50,001 - $100,000 | PTR |
| 2026-03-23 | Jared Moskowitz FL23 | BUY | $1,001 - $15,000 | PTR |
| 2026-03-23 | Jared Moskowitz FL23 | BUY | $1,001 - $15,000 | PTR |
| 2026-03-23 | Jared Moskowitz FL23 | BUY | $1,001 - $15,000 | PTR |
| 2026-01-30 | Gilbert Cisneros CA31 | BUY | $1,001 - $15,000 | PTR |
“I didn't include $ASML since they track fab cycles rather than the whole AI capex trade which $TSM or Samsung Electronics does (foundry + memory + misc) But it's a good long term compounder as the sole EUV supplier vs. chasing the most direct beneficaries of the next TPU/Blackwell Cycle/LLM-agent buildout. I'm sure you can swap out any one of the above with ASML” post →
| Date | Tweet |
|---|---|
| 2026-06-30T10:27:55 | Hard to see a world where US AI hyperscaler capex drops dramatically from $GOOGL to $META. When China entities like 360 go and claim: They now have a "AI cyber nuclear weapon" that can hack Western companies and governments. (Zhou claimed Mythos was like an AI era cyber nuclear weapon, then claim… → · 1027 likes · 373,918 views |
| 2026-06-21T03:32:21 | Trump administration is prob realizing now that the key to winning Trade Wars: Is through frontier supply chains like Quantum, AI, Robotics. Not cheap Nike sock exports. With $ASML, $TOWA, $LPK, Ajinomoto, over in Japan, EU, TW, Korea, and others holding all the cards… Since each country holds… → · 1922 likes · 442,849 views |
| 2026-06-19T02:22:27 | How does China manage to smuggle in something the size of a school bus from $ASML? Is the real question. https://t.co/Yru8VY5hPO → · 1218 likes · 404,837 views |
| 2026-04-23 | @northyvt I feel like $TSM and OSAT/advanced packaging partners are the main beneficiaries apart from $AMD? Maybe like $AMAT, $LRCX, $KLAC, $ASML and others too? $INTC also have their own fabs that they bought back recently so it's happy. → · 68 likes · 13,096 views |
| 2025-12-05 | I didn't include $ASML since they track fab cycles rather than the whole AI capex trade which $TSM or Samsung Electronics does (foundry + memory + misc) But it's a good long term compounder as the sole EUV supplier vs. chasing the most direct beneficaries of the next TPU/Blackwell Cycle/LLM-agent b… → · 6 likes · 4,011 views |
| 2025-10-16 | Yeah we already got some insights into future growth with $TSM blowing out high expectations on earnings across the board. I keep seeing people on X saying semi expansion is slowing by only citing $ASML but they're completely wrong. ASML is a measurement of Fab expansion cycles. People just need t… → · 11 likes · 1,604 views |
Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.