Third Point’s ASML ASML Stock Holding History

Third Point’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	$59.6M	Buy	30,000 +18,000	+150%	+$28.7M	1.27%	24
2026 Q1	$15.8M	Buy	+12,000	New	+$16.4M	0.76%	23
2024 Q3	–	Sell	-80,000	Closed	-$81.8M	–	45
2024 Q2	$81.8M	Buy	+80,000	New	+$76.9M	0.94%	27

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

Third Point's ASML Position: Q2 2026 in Review

Third Point increased its ASML (ASML) stake by 150% in Q2 2026, buying an estimated $28.7M and bringing the position to 30,000 shares worth $59.6M. The position accounts for 1.27% of the portfolio, ranked #24.

Third Point first reported a position in ASML in Q2 2024 and has held it in 3 quarters since. The position peaked at $81.8M in Q2 2024. 2,496 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

Third Point held 30,000 shares of ASML worth $59.6M as of Q2 2026.
Third Point bought 18,000 ASML shares in Q2 2026, an estimated $28.7M.
ASML made up 1.27% of Third Point's portfolio in Q2 2026, its #24 holding.
Third Point first reported a position in ASML in Q2 2024 and has held it in 3 quarters since.
Third Point's ASML position peaked at $81.8M in Q2 2024.
2,496 funds tracked by Wall St. Rank held ASML as of Q2 2026.

Based on Third Point's 13F filing for Q2 2026, filed 14 Aug 2026.