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Bowie Capital Management’s ASML ASML Stock Holding History

Bowie 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
2024
Q4 		– Sell
-50,000
Closed -$41.7M – 32
2024
Q3 		$41.7M Buy
+50,000
New +$44.7M 2.17% 21

Other funds holding ASML

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

Bowie Capital Management reduced its ASML (ASML) stake by 27% in Q2 2026, selling an estimated $30M and leaving 50,903 shares worth $101M. The position accounts for 4.31% of the portfolio, ranked #6.

Bowie Capital Management first reported a position in ASML in Q3 2020 and has held it in 24 quarters since. The position peaked at $106M in Q3 2025. 2,053 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

  • Bowie Capital Management held 50,903 shares of ASML worth $101M as of Q2 2026.
  • Bowie Capital Management sold 18,846 ASML shares in Q2 2026, an estimated $30M.
  • ASML made up 4.31% of Bowie Capital Management's portfolio in Q2 2026, its #6 holding.
  • Bowie Capital Management first reported a position in ASML in Q3 2020 and has held it in 24 quarters since.
  • Bowie Capital Management's ASML position peaked at $106M in Q3 2025.
  • 2,053 funds tracked by Wall St. Rank held ASML as of Q2 2026.

Based on Bowie Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.