Philippe Laffont
ASML icon

Philippe Laffont’s ASML ASML Stock Holding History

Philippe Laffont’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 		$588M Sell
295,406
-200,828
-40% -$320M 1.21% 23
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

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

Philippe Laffont's ASML Position: Q2 2026 in Review

Philippe Laffont reduced its ASML (ASML) stake by 40% in Q2 2026, selling an estimated $320M and leaving 295,406 shares worth $588M. The position accounts for 1.21% of the portfolio, ranked #23.

Philippe Laffont first reported a position in ASML in Q3 2022 and has held it in 6 quarters since. The position peaked at $655M in Q1 2026. 2,504 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

  • Philippe Laffont held 295,406 shares of ASML worth $588M as of Q2 2026.
  • Philippe Laffont sold 200,828 ASML shares in Q2 2026, an estimated $320M.
  • ASML made up 1.21% of Philippe Laffont's portfolio in Q2 2026, its #23 holding.
  • Philippe Laffont first reported a position in ASML in Q3 2022 and has held it in 6 quarters since.
  • Philippe Laffont's ASML position peaked at $655M in Q1 2026.
  • 2,504 funds tracked by Wall St. Rank held ASML as of Q2 2026.

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