Appaloosa LP’s ASML ASML Stock Holding History

Appaloosa LP’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
2026 Q2	$99.5M	Buy	50,000 +500	+1%	+$796K	1.29%	19
2026 Q1	$65.4M	Sell	49,500 -13,000	-21%	-$17.8M	1.1%	20
2025 Q4	$66.9M	Sell	62,500 -1,500	-2%	-$1.56M	0.97%	30
2025 Q3	$62M	Sell	64,000 -6,000	-9%	-$4.72M	0.84%	29
2025 Q2	$56.1M	Hold	70,000	–	–	0.87%	24
2025 Q1	$46.4M	Sell	70,000 -90,000	-56%	-$65.5M	0.55%	25
2024 Q4	$111M	Buy	160,000 +82,500	+106%	+$59.2M	1.72%	17
2024 Q3	$64.6M	Sell	77,500 -10,000	-11%	-$8.94M	0.96%	30
2024 Q2	$89.5M	Buy	87,500 +7,500	+9%	+$7.21M	1.45%	22
2024 Q1	$77.6M	Hold	80,000	–	–	1.15%	25
2023 Q4	$60.6M	Hold	80,000	–	–	1.05%	24
2023 Q3	$47.1M	Hold	80,000	–	–	0.93%	24
2023 Q2	$58M	Buy	+80,000	New	+$54.4M	1.08%	26

Other funds holding ASML

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Appaloosa LP's ASML Position: Q2 2026 in Review

Appaloosa LP increased its ASML (ASML) stake by 1% in Q2 2026, buying an estimated $796K and bringing the position to 50,000 shares worth $99.5M. The position accounts for 1.29% of the portfolio, ranked #19.

Appaloosa LP first reported a position in ASML in Q2 2023 and has held it in 13 quarters since. The position peaked at $111M in Q4 2024. 2,496 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

Appaloosa LP held 50,000 shares of ASML worth $99.5M as of Q2 2026.
Appaloosa LP bought 500 ASML shares in Q2 2026, an estimated $796K.
ASML made up 1.29% of Appaloosa LP's portfolio in Q2 2026, its #19 holding.
Appaloosa LP first reported a position in ASML in Q2 2023 and has held it in 13 quarters since.
Appaloosa LP's ASML position peaked at $111M in Q4 2024.
2,496 funds tracked by Wall St. Rank held ASML as of Q2 2026.

Based on Appaloosa LP's 13F filing for Q2 2026, filed 14 Aug 2026.