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Gavilan Investment Partners’s ASML ASML Stock Holding History

Gavilan Investment Partners’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 		$38.8M Hold
19,500
– – 9.44% 2
2026
Q1 		$25.8M Sell
19,500
-11,500
-37% -$15.8M 6.92% 7
2025
Q4 		$33.2M Sell
31,000
-7,000
-18% -$7.3M 7.97% 6
2025
Q3 		$36.8M Hold
38,000
– – 8.22% 5
2025
Q2 		$30.5M Buy
38,000
+9,300
+32% +$6.67M 7.32% 7
2025
Q1 		$19M Hold
28,700
– – 5.35% 12
2024
Q4 		$19.9M Buy
28,700
+2,000
+7% +$1.44M 5.52% 12
2024
Q3 		$22.2M Buy
26,700
+10,500
+65% +$9.39M 6.39% 10
2024
Q2 		$16.6M Hold
16,200
– – 5.26% 10
2024
Q1 		$15.7M Hold
16,200
– – 5.12% 11
2023
Q4 		$12.3M Buy
+16,200
New +$10.7M 4.56% 12

Other funds holding ASML

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

Gavilan Investment Partners's ASML Position: Q2 2026 in Review

Gavilan Investment Partners held its ASML (ASML) position steady in Q2 2026 at 19,500 shares worth $38.8M. The position accounts for 9.44% of the portfolio, ranked #2.

Gavilan Investment Partners first reported a position in ASML in Q4 2023 and has held it in 11 quarters since. 2,494 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

  • Gavilan Investment Partners held 19,500 shares of ASML worth $38.8M as of Q2 2026.
  • Gavilan Investment Partners left its ASML share count unchanged in Q2 2026.
  • ASML made up 9.44% of Gavilan Investment Partners's portfolio in Q2 2026, its #2 holding.
  • Gavilan Investment Partners first reported a position in ASML in Q4 2023 and has held it in 11 quarters since.
  • 2,494 funds tracked by Wall St. Rank held ASML as of Q2 2026.

Based on Gavilan Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.