Alkeon Capital Management
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Alkeon Capital Management’s ASML ASML Stock Holding History

Alkeon Capital Management’s Portfolio ASML Stock Details ASML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-600,000
Closed -$104M – 122
2017
Q4 		$104M Buy
+600,000
New +$106M 0.61% 47

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Alkeon Capital Management's ASML Position: Q1 2026 in Review

Alkeon Capital Management opened a new position in ASML (ASML) in Q1 2026: 180,825 shares worth $239M. The stake represents 0.4% of the portfolio and ranks #51 among its holdings. This is a return to the name: Alkeon Capital Management previously reported a position in ASML as recently as Q2 2025.

Alkeon Capital Management first reported a position in ASML in Q1 2020 and has held it in 17 quarters since. The position peaked at $569M in Q2 2024. 2,190 funds tracked by Wall St. Rank hold ASML as of Q1 2026.

  • Alkeon Capital Management held 180,825 shares of ASML worth $239M as of Q1 2026.
  • ASML was a new Alkeon Capital Management position in Q1 2026.
  • ASML made up 0.4% of Alkeon Capital Management's portfolio in Q1 2026, its #51 holding.
  • Alkeon Capital Management first reported a position in ASML in Q1 2020 and has held it in 17 quarters since.
  • Alkeon Capital Management's ASML position peaked at $569M in Q2 2024.
  • 2,190 funds tracked by Wall St. Rank held ASML as of Q1 2026.

Based on Alkeon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.