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

Other funds holding ASML

Fidelity Investments
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Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alkeon Capital Management's ASML Position: Q2 2026 in Review

Alkeon Capital Management reduced its ASML (ASML) stake by 100% in Q2 2026, selling an estimated $287M and leaving 825 shares worth $1.64M. The position accounts for ﹤0.01% of the portfolio, ranked #108.

Alkeon Capital Management first reported a position in ASML in Q1 2020 and has held it in 18 quarters since. The position peaked at $569M in Q2 2024. 2,515 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

  • Alkeon Capital Management held 825 shares of ASML worth $1.64M as of Q2 2026.
  • Alkeon Capital Management sold 180,000 ASML shares in Q2 2026, an estimated $287M.
  • ASML made up ﹤0.01% of Alkeon Capital Management's portfolio in Q2 2026, its #108 holding.
  • Alkeon Capital Management first reported a position in ASML in Q1 2020 and has held it in 18 quarters since.
  • Alkeon Capital Management's ASML position peaked at $569M in Q2 2024.
  • 2,515 funds tracked by Wall St. Rank held ASML as of Q2 2026.

Based on Alkeon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.