ASML
Moves
Streaks
The record for ASML begins Q2 2013: 53 quarters.
Over time
Holders
| Triple FrondStuart McLaughlin, portfolio manager | 21.11% | 118,917 | $237M | held | — | 6 q |
| DorseyPat Dorsey, portfolio manager | 16.61% | 130,364 | $259M | trimmed−7% | −1.85 pp | 6 q |
| Valley ForgeDev Kantesaria, founder | 10.92% | 171,083 | $340M | held | — | 13 q |
| Lone PineDavid Craver, CIO | 6.92% | 569,174 | $1.1B | trimmed−13% | — | 3 q |
| AppaloosaDavid Tepper, portfolio manager | 1.33% | 50,000 | $99M | added+1% | +0.23 pp | 13 q |
| Third PointDaniel Loeb, CIO | 1.28% | 30,000 | $60M | added×2.5 | +0.52 pp | 2 q |
| CoatuePhilippe Laffont, founder | 1.21% | 295,406 | $588M | trimmed−40% | −1.05 pp | 2 q |
| WeitzBrad Hinton, CIO | 0.76% | 5,500 | $11M | held | — | 2 q |
| PRIMECAPJoel Fried, portfolio manager | 0.41% | 351,576 | $699M | trimmed−0% | — | 25 q |
| PolenDan Davidowitz, portfolio manager | 0.26% | 15,427 | $31M | trimmed−4% | −0.11 pp | 21 q |
| BaronRon Baron, CEO | 0.11% | 36,286 | $72M | added+2% | — | 52 q |
| MaverickBen Silver, CIO | 0.02% | 980 | $2M | trimmed−100% | −3.95 pp | 4 q |
| SituationalLeopold Aschenbrenner, founder | — | — | — | exited | −0.16 pp | — |
| D1Daniel Sundheim, founder | — | — | — | exited | −0.08 pp | — |
