Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$43.6M Sell
33,000
-39,000
-54% -$53.4M 2.79% 8
2025
Q4
$77M Buy
72,000
+24,000
+50% +$25M 4.57% 3
2025
Q3
$46.5M Sell
48,000
-7,000
-13% -$5.5M 3.56% 4
2025
Q2
$44.1M Buy
55,000
+15,000
+38% +$10.8M 3.98% 2
2025
Q1
$26.5M Buy
40,000
+13,500
+51% +$9.82M 3.01% 11
2024
Q4
$18.4M Hold
26,500
1.43% 27
2024
Q3
$22.1M Buy
+26,500
New +$23.7M 1.71% 19

Other funds holding ASML

Governors Lane's ASML Position: Q1 2026 in Review

Governors Lane reduced its ASML (ASML) stake by 22% in Q1 2026, selling an estimated $3.45M and leaving 8,798 shares worth $11.6M. The position accounts for 0.74% of the portfolio, ranked #27.

Governors Lane first reported a position in ASML in Q2 2024 and has held it in 5 quarters since. The position peaked at $12.7M in Q2 2024. 2,188 funds tracked by Wall St. Rank hold ASML as of Q1 2026.

  • Governors Lane held 8,798 shares of ASML worth $11.6M as of Q1 2026.
  • Governors Lane sold 2,518 ASML shares in Q1 2026, an estimated $3.45M.
  • ASML made up 0.74% of Governors Lane's portfolio in Q1 2026, its #27 holding.
  • Governors Lane first reported a position in ASML in Q2 2024 and has held it in 5 quarters since.
  • Governors Lane's ASML position peaked at $12.7M in Q2 2024.
  • 2,188 funds tracked by Wall St. Rank held ASML as of Q1 2026.

Based on Governors Lane's 13F filing for Q1 2026, filed 15 May 2026.