Tairen Capital’s ASML ASML Stock Holding History

Tairen Capital’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 Q1	$27.7M	Buy	21,000 +4,530	+28%	+$6.21M	3%	16
2025 Q4	$17.6M	Sell	16,470 -21,530	-57%	-$22.5M	1.83%	24
2025 Q3	$36.8M	Buy	+38,000	New	+$29.9M	3.98%	6
2024 Q3	–	Sell	-202,946	Closed	-$208M	–	62
2024 Q2	$208M	Buy	202,946 +154,760	+321%	+$149M	7.45%	5
2024 Q1	$46.8M	Buy	+48,186	New	+$42.7M	2.86%	12
2021 Q4	–	Sell	-2,621	Closed	-$1.95M	–	51
2021 Q3	$1.95M	Buy	2,621 +2,021	+337%	+$1.59M	0.49%	29
2021 Q2	$415K	Sell	600 -2,000	-77%	-$1.32M	0.07%	25
2021 Q1	$1.6M	Buy	+2,600	New	+$1.44M	0.18%	28
2020 Q1	–	Sell	-49,135	Closed	-$14.5M	–	17
2019 Q4	$14.5M	Sell	49,135 -44,799	-48%	-$12.1M	2.24%	11
2019 Q3	$23.3M	Buy	93,934 +68,799	+274%	+$15.5M	3.43%	8
2019 Q2	$5.23M	Buy	25,135 +17,335	+222%	+$3.45M	1.01%	18
2019 Q1	$1.47M	Buy	7,800 +600	+8%	+$106K	0.16%	27
2018 Q4	$1.12M	Hold	7,200	–	–	0.41%	16
2018 Q3	$1.35M	Buy	7,200 +2,300	+47%	+$461K	0.44%	13
2018 Q2	$970K	Buy	+4,900	New	+$984K	0.23%	15
2018 Q1	–	Hold	0	–	–	–	10

Other funds holding ASML

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Tairen Capital's ASML Position: Q1 2026 in Review

Tairen Capital increased its ASML (ASML) stake by 28% in Q1 2026, buying an estimated $6.21M and bringing the position to 21,000 shares worth $27.7M. The position accounts for 3% of the portfolio, ranked #16.

Tairen Capital first reported a position in ASML in Q2 2018 and has held it in 15 quarters since. The position peaked at $208M in Q2 2024. 2,188 funds tracked by Wall St. Rank hold ASML as of Q1 2026.

Tairen Capital held 21,000 shares of ASML worth $27.7M as of Q1 2026.
Tairen Capital bought 4,530 ASML shares in Q1 2026, an estimated $6.21M.
ASML made up 3% of Tairen Capital's portfolio in Q1 2026, its #16 holding.
Tairen Capital first reported a position in ASML in Q2 2018 and has held it in 15 quarters since.
Tairen Capital's ASML position peaked at $208M in Q2 2024.
2,188 funds tracked by Wall St. Rank held ASML as of Q1 2026.

Based on Tairen Capital's 13F filing for Q1 2026, filed 15 May 2026.