Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$655M Buy
+496,234
New +$680M 2.26% 15
2024
Q3
Sell
-113,431
Closed -$116M 83
2024
Q2
$116M Sell
113,431
-71,496
-39% -$68.7M 0.45% 34
2024
Q1
$179M Buy
+184,927
New +$164M 0.7% 34
2023
Q1
Sell
-1,364
Closed -$745K 75
2022
Q4
$745K Sell
1,364
-30,608
-96% -$16M 0.01% 71
2022
Q3
$13.3M Buy
+31,972
New +$16M 0.15% 63

Other funds holding ASML

Philippe Laffont's ASML Position: Q1 2026 in Review

Philippe Laffont opened a new position in ASML (ASML) in Q1 2026: 496,234 shares worth $655M. The stake represents 2.26% of the portfolio and ranks #15 among its holdings. This is a return to the name: Philippe Laffont previously reported a position in ASML as recently as Q2 2024.

Philippe Laffont first reported a position in ASML in Q3 2022 and has held it in 5 quarters since. 2,188 funds tracked by Wall St. Rank hold ASML as of Q1 2026.

  • Philippe Laffont held 496,234 shares of ASML worth $655M as of Q1 2026.
  • ASML was a new Philippe Laffont position in Q1 2026.
  • ASML made up 2.26% of Philippe Laffont's portfolio in Q1 2026, its #15 holding.
  • Philippe Laffont first reported a position in ASML in Q3 2022 and has held it in 5 quarters since.
  • 2,188 funds tracked by Wall St. Rank held ASML as of Q1 2026.

Based on Coatue Management's 13F filing for Q1 2026, filed 15 May 2026.