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SCGE Management’s ASML ASML Stock Holding History

SCGE Management’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 		$212M Sell
106,700
-30,500
-22% -$48.5M 3.6% 6
2026
Q1 		$181M Sell
137,200
-90,800
-40% -$124M 5.49% 7
2025
Q4 		$244M Buy
228,000
+99,000
+77% +$103M 5.56% 7
2025
Q3 		$125M Buy
+129,000
New +$101M 2.44% 17

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

SCGE Management's ASML Position: Q2 2026 in Review

SCGE Management reduced its ASML (ASML) stake by 22% in Q2 2026, selling an estimated $48.5M and leaving 106,700 shares worth $212M. The position accounts for 3.6% of the portfolio, ranked #6.

SCGE Management first reported a position in ASML in Q3 2025 and has held it in 4 quarters since. The position peaked at $244M in Q4 2025. 2,510 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

  • SCGE Management held 106,700 shares of ASML worth $212M as of Q2 2026.
  • SCGE Management sold 30,500 ASML shares in Q2 2026, an estimated $48.5M.
  • ASML made up 3.6% of SCGE Management's portfolio in Q2 2026, its #6 holding.
  • SCGE Management first reported a position in ASML in Q3 2025 and has held it in 4 quarters since.
  • SCGE Management's ASML position peaked at $244M in Q4 2025.
  • 2,510 funds tracked by Wall St. Rank held ASML as of Q2 2026.

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