Thiel Macro’s ASML ASML Stock Holding History

Thiel Macro’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
2025 Q2	–	Sell	-68,435	Closed	-$45.3M	–	4
2025 Q1	$45.3M	Buy	+68,435	New	+$49.8M	29.63%	1

Other funds holding ASML

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

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

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

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

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Thiel Macro's ASML Position: Q2 2025 in Review

Thiel Macro sold out of ASML (ASML) in Q2 2025, closing a stake of 68,435 shares — an estimated $45.3M sold.

Thiel Macro first reported a position in ASML in Q1 2025 and held it in 1 quarter. The position peaked at $45.3M in Q1 2025. 1,714 funds tracked by Wall St. Rank hold ASML as of Q2 2025.

Thiel Macro reported no remaining ASML position as of Q2 2025 after selling out during the quarter.
Thiel Macro sold 68,435 ASML shares in Q2 2025, an estimated $45.3M.
Thiel Macro first reported a position in ASML in Q1 2025 and held it in 1 quarter.
Thiel Macro's ASML position peaked at $45.3M in Q1 2025.
1,714 funds tracked by Wall St. Rank held ASML as of Q2 2025.

Based on Thiel Macro's 13F filing for Q2 2025, filed 14 Aug 2025.