Why ASML (ASML) Could Remain a Long-Term Winner in Advanced Semiconductors
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
A S M L Holding N V (ASML)
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Sector: Technology
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 4,737,614 | $9,425,199,953 | +3% | 2.81% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,463,906 | $2,912,352,596 | -11% | 1.29% |
| 3. | 1,436,600 | $2,858,029,504 | +26% | 0.33% | |
| 4. | 953,600 | $1,897,129,984 | -21% | 0.22% | |
| 5. | Lone Pine Capital Stephen Mandel | 569,174 | $1,132,337,523 | -14% | 6.92% |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 5,478,341 | $10,898,828,806 | 0.47% | |
| 2. | 3,726,679 | $7,408,061,436 | 0.88% | |
| 3. | 3,140,208 | $6,247,254,210 | 0.49% | |
| 4. | 2,758,173 | $5,487,219,693 | 3.75% | |
| 5. | 2,459,420 | $4,892,868,525 | 2.98% |
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Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here.
Could ASML Holding N.V. (ASML) Be the Most Durable Winner From the AI Chip Boom?
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the "Focused Equity Strategy." A copy of the letter can be downloaded...
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Why China’s DUV Push Hit ASML (ASML) and Micron (MU) for Different Reasons
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Taiwan Semiconductor (TSM) Stock Is Down Nearly 15% This Month Despite Record AI Demand. Here Is Why
Second quarter net profit rose 77% year-over-year to a record T$706.6 billion ($22 billion), beating the LSEG consensus estimate of T$632.6 billion ($19.65 billion) and marking its ninth straight quarter...
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