Dev Kantesaria’s ASML ASML Stock Holding History

Dev Kantesaria’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	$340M	Hold	171,083	–	–	10.92%	5
2026 Q1	$226M	Buy	171,083 +44,841	+36%	+$61.4M	6.69%	5
2025 Q4	$135M	Buy	126,242 +615	+0.5%	+$642K	3.06%	7
2025 Q3	$122M	Hold	125,627	–	–	2.93%	7
2025 Q2	$101M	Hold	125,627	–	–	2.22%	7
2025 Q1	$83.2M	Hold	125,627	–	–	1.9%	7
2024 Q4	$87.1M	Hold	125,627	–	–	1.92%	7
2024 Q3	$105M	Buy	125,627 +62,724	+100%	+$56.1M	2.33%	7
2024 Q2	$64.3M	Hold	62,903	–	–	1.66%	7
2024 Q1	$61M	Hold	62,903	–	–	1.66%	8
2023 Q4	$47.6M	Hold	62,903	–	–	1.35%	8
2023 Q3	$37M	Hold	62,903	–	–	1.26%	8
2023 Q2	$45.6M	Buy	+62,903	New	+$42.8M	1.55%	8

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

Dev Kantesaria's ASML Position: Q2 2026 in Review

Dev Kantesaria held its ASML (ASML) position steady in Q2 2026 at 171,083 shares worth $340M. The position accounts for 10.92% of the portfolio, ranked #5.

Dev Kantesaria first reported a position in ASML in Q2 2023 and has held it in 13 quarters since. 2,496 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

Dev Kantesaria held 171,083 shares of ASML worth $340M as of Q2 2026.
Dev Kantesaria left its ASML share count unchanged in Q2 2026.
ASML made up 10.92% of Dev Kantesaria's portfolio in Q2 2026, its #5 holding.
Dev Kantesaria first reported a position in ASML in Q2 2023 and has held it in 13 quarters since.
2,496 funds tracked by Wall St. Rank held ASML as of Q2 2026.

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