Lee Ainslie's ASML Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 190,394 shares of ASML Holding N.V. (ASML) worth $184.32 M, representing 2.46% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Lee Ainslie has maintained a long-term strategic position in ASML, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 189,923 shares. Largest reduction occurred in Q1 2021, reducing 184,035 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's ASML Holding NV (ASML) Holding Value Over Time
Track share changes against reported price movement
Quarterly ASML Holding NV (ASML) Trades by Lee Ainslie
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +247,327 | Add 0.00% | 247,326 | $79.11 |
| Q3 2013 | -247,326 | Sold Out | 247,326 | $0.00 |
| Q4 2013 | +215,035 | New Buy | 215,035 | $93.70 |
| Q1 2014 | -215,035 | Sold Out | 215,035 | $0.00 |
| Q1 2021 | +31,000 | New Buy | 31,000 | $617.35 |
| Q2 2021 | -9,875 | Reduce 31.85% | 21,125 | $690.84 |
| Q3 2021 | +546 | Add 2.58% | 21,671 | $745.10 |
| Q4 2021 | +638 | Add 2.94% | 22,309 | $796.14 |
| Q1 2022 | -12,701 | Reduce 56.93% | 9,608 | $667.88 |
| Q2 2022 | -5,797 | Reduce 60.34% | 3,811 | $475.99 |
| Q3 2022 | +3,435 | Add 90.13% | 7,246 | $415.40 |
| Q4 2022 | +2,041 | Add 28.17% | 9,287 | $546.40 |
| Q1 2023 | -8,044 | Reduce 86.62% | 1,243 | $680.71 |
| Q2 2023 | -575 | Reduce 46.26% | 668 | $724.75 |
| Q3 2023 | -668 | Sold Out | 668 | $0.00 |
| Q4 2023 | +471 | New Buy | 471 | $752.60 |
| Q1 2024 | -471 | Sold Out | 471 | $0.00 |
| Q3 2025 | +190,394 | New Buy | 190,394 | $968.09 |
Lee Ainslie's ASML Holding NV Investment FAQs
Lee Ainslie first purchased ASML Holding N.V. (ASML) in Q2 2013, acquiring 247,326 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held ASML Holding N.V. (ASML) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's largest addition to ASML Holding N.V. (ASML) was in Q2 2013, adding 247,326 shares worth $19.57 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 190,394 shares of ASML Holding N.V. (ASML), valued at approximately $184.32 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, ASML Holding N.V. (ASML) represents approximately 2.46% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's peak holding in ASML Holding N.V. (ASML) was 247,326 shares, as reported at the end of Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.