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 | 39 | Added +150% | 30,000 | $59,606,160 | 1.3% |
| David Tepper / Appaloosa | 92 | Added +1% | 50,000 | $99,472,000 | 1.3% |
| Steve Cohen / Point72 | 76 | Added +1% | 600,761 | $1,195,177,964 | 1.3% |
| Paul Tudor Jones / Tudor | 63 | Added +18% | 49,500 | $98,477,280 | 0.1% |
| Louis Bacon / Moore | 53 | Added +83% | 2,000 | $3,978,880 | 0.1% |
| Dev Kantesaria / Valley Forge | 63 | Holds (flat) | 171,083 | $340,359,364 | 10.9% |
| Pat Dorsey / Dorsey Asset | 92 | Trimmed -7% | 130,364 | $259,351,356 | 16.6% |
| Bridgewater | 56 | Trimmed -33% | 61,675 | $122,698,712 | 0.5% |
| Ancora | 40 | Trimmed -15% | 8,264 | $16,441,378 | 0.3% |
| 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 |
| 2024-05-03 | Thomas H Tuberville senate | SELL | $15,001 - $50,000 | 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 |
|---|---|
| 2026-09-23T14:14:32 | So update from $LITE + Win Semi ( $SIVE ) foundry: Lumentum in a meeting with Stifel at ECOC 2026 stated: - $NVDA Spectrum-6 CPO UHP demands increased materially. - NPO as larger than CPO, with multi-wavelength external lasers lifting ASPs (Sivers offers multi wave length DFB arrays, read throu… → · 888 likes · 282,518 views |
| 2026-09-04T10:35:17 | So... here's my take on US / China tensions: You have European monopolies like: - $ASML (EUV) - $SOI (Photonics-SOI) - Zeiss SMT (ASML EUV supplier), Trumpf (ASML EUV laser supplier) Japan has many near/complete monoplies like: - TOK, JSR, ShinEstu, Fujifilm for EUV photoresist - 90-100% share - … → · 782 likes · 358,280 views |
| 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… → · 1020 likes · 375,003 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… → · 1924 likes · 442,974 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 2026-09-24.