Industrials · owned by 3 fund managers
Who owns ASML (ASML)?
3 of the 22 fund managers we track hold ASML, worth $1.3B combined as of Q2 2026. Stephen Mandel has the biggest bet at 6.9% of the portfolio.
Ownership summary
Fund manager owners
3 / 22
0 opened new positions
Combined value
$1.3B
At quarter-end prices
Biggest weight
6.9%
Stephen Mandel
Buyers / sellers
2 / 1
Changes in Q2 2026
Smart money take
Why it matters
When several investors with very different styles own the same company, it’s often worth a closer look. ASML appears in 3 of our 22 portfolios.
- Largest holder: Stephen Mandel (6.9% of portfolio)
- 2 managers bought or added this quarter
- 1 manager trimmed or sold out
- 7 congressional trades disclosed recently (6 buys, 1 sells)
This is not a recommendation. Do your own research.
Fund managers who own ASML
SEC 13F · Q2 2026| Investor | % of portfolio | Activity | Shares | Value |
|---|---|---|---|---|
| Stephen Mandel Lone Pine Capital | 6.92% | Trimmed | 569,174 | $1.1B |
| David Tepper Appaloosa Management | 1.29% | Added | 50,000 | $99M |
| Daniel Loeb Third Point | 1.27% | Added | 30,000 | $60M |
Congressional trades in ASMLAll politician trades
| Member | Type | Amount | Traded | Disclosed |
|---|---|---|---|---|
| R Tommy Tuberville Senate · AL | Sell | $15,001 – $50,000 | 3 May 2024 | 5 Aug 2026 |
| R Alan Armstrong Senate · OK | Buy | $1,001 – $15,000 | 31 Mar 2026 | 21 Jul 2026 |
| R Alan Armstrong Senate · OK | Buy | $50,001 – $100,000 | 30 Mar 2026 | 21 Jul 2026 |
| D Jared Moskowitz House · FL | Buy | $1,001 – $15,000 | 31 Mar 2026 | 30 Apr 2026 |
| D Jared Moskowitz House · FL | Buy | $1,001 – $15,000 | 23 Mar 2026 | 30 Apr 2026 |
| D Jared Moskowitz House · FL | Buy | $1,001 – $15,000 | 23 Mar 2026 | 30 Apr 2026 |
| D Jared Moskowitz House · FL | Buy | $1,001 – $15,000 | 23 Mar 2026 | 30 Apr 2026 |
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