Dev Kantesaria's ASML Position Overview
Dev Kantesaria (via Valley Forge Capital Management, Lp) currently holds 126,242 shares of ASML Holding N.V. (ASML) worth $135.06 M, representing 3.06% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Dev Kantesaria has maintained a strategic position in ASML, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 62,724 shares.
Analysis based on 13F filings available since 2013 Q2
Dev Kantesaria's ASML Holding NV (ASML) Holding Value Over Time
Track share changes against reported price movement
Quarterly ASML Holding NV (ASML) Trades by Dev Kantesaria
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +615 | Add 0.49% | 126,242 | $1069.86 |
| Q3 2024 | +62,724 | Add 99.72% | 125,627 | $833.25 |
| Q2 2023 | +62,903 | New Buy | 62,903 | $724.75 |
Dev Kantesaria's ASML Holding NV Investment FAQs
Dev Kantesaria first purchased ASML Holding N.V. (ASML) in Q2 2023, acquiring 62,903 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Dev Kantesaria has held ASML Holding N.V. (ASML) for 11 quarters since Q2 2023.
Dev Kantesaria's largest addition to ASML Holding N.V. (ASML) was in Q2 2023, adding 62,903 shares worth $45.59 M.
According to the latest 13F filing for Q4 2025, Dev Kantesaria's firm, Valley Forge Capital Management, Lp, owns 126,242 shares of ASML Holding N.V. (ASML), valued at approximately $135.06 M.
As of the Q4 2025 filing, ASML Holding N.V. (ASML) represents approximately 3.06% of Dev Kantesaria's publicly disclosed stock portfolio, making it one of their key holdings.
Dev Kantesaria's peak holding in ASML Holding N.V. (ASML) was 126,242 shares, as reported at the end of Q4 2025.