Telemark Asset Management’s ASML ASML Stock Holding History

Telemark Asset 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	$19.9M	Hold	10,000	–	–	1.44%	26
2026 Q1	$13.2M	Hold	10,000	–	–	1.22%	31
2025 Q4	$10.7M	Buy	10,000 +6,000	+150%	+$6.26M	1.07%	34
2025 Q3	$3.87M	Sell	4,000 -6,000	-60%	-$4.72M	0.37%	44
2025 Q2	$8.01M	Buy	+10,000	New	+$7.18M	0.73%	38
2024 Q4	–	Sell	-10,000	Closed	-$8.33M	–	58
2024 Q3	$8.33M	Sell	10,000 -10,000	-50%	-$8.94M	0.84%	37
2024 Q2	$20.5M	Buy	+20,000	New	+$19.2M	1.78%	13
2024 Q1	–	Sell	-20,000	Closed	-$15.1M	–	64
2023 Q4	$15.1M	Buy	20,000 +5,000	+33%	+$3.3M	2.25%	16
2023 Q3	$8.83M	Sell	15,000 -20,000	-57%	-$13.3M	1.34%	26
2023 Q2	$25.4M	Buy	+35,000	New	+$23.8M	3.44%	9
2022 Q2	–	Sell	-20,000	Closed	-$13.4M	–	40
2022 Q1	$13.4M	Sell	20,000 -20,000	-50%	-$13.4M	1.18%	36
2021 Q4	$31.8M	Sell	40,000 -5,000	-11%	-$3.97M	2.28%	13
2021 Q3	$33.5M	Hold	45,000	–	–	2.43%	8
2021 Q2	$31.1M	Buy	+45,000	New	+$29.7M	2.48%	8

Other funds holding ASML

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Telemark Asset Management's ASML Position: Q2 2026 in Review

Telemark Asset Management held its ASML (ASML) position steady in Q2 2026 at 10,000 shares worth $19.9M. The position accounts for 1.44% of the portfolio, ranked #26.

Telemark Asset Management first reported a position in ASML in Q2 2021 and has held it in 14 quarters since. The position peaked at $33.5M in Q3 2021. 2,513 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

Telemark Asset Management held 10,000 shares of ASML worth $19.9M as of Q2 2026.
Telemark Asset Management left its ASML share count unchanged in Q2 2026.
ASML made up 1.44% of Telemark Asset Management's portfolio in Q2 2026, its #26 holding.
Telemark Asset Management first reported a position in ASML in Q2 2021 and has held it in 14 quarters since.
Telemark Asset Management's ASML position peaked at $33.5M in Q3 2021.
2,513 funds tracked by Wall St. Rank held ASML as of Q2 2026.

Based on Telemark Asset Management's 13F filing for Q2 2026, filed 10 Aug 2026.