ASML
ASML Holding N.V. · Technology · Semiconductors
Señales de momentum (gestores comparables):
amplitud de titulares +5.0% ·
flujo de acciones +1.9% ·
nuevas posiciones netas +4.8%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 166 | -1 | 58.24M | $114.82B | +4 | −4 |
| Q1 2026 | 168 | +8 | 55.38M | $72.66B | +9 | −1 |
| Q4 2025 | 158 | +2 | 52.18M | $55.77B | +3 | −1 |
| Q3 2025 | 25 | +1 | 24.48M | $23.70B | +2 | −1 |
| Q2 2025 | 21 | -3 | 16.21M | $12.99B | +1 | −4 |
| Q1 2025 | 21 | +1 | 13.77M | $9.12B | +2 | −1 |
| Q4 2024 | 20 | +2 | 13.51M | $9.36B | +3 | −1 |
| Q3 2024 | 17 | -2 | 15.21M | $12.67B | +1 | −3 |
| Q2 2024 | 19 | — | 17.97M | $18.38B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Capital World Investors ✦ | 4.46M | -3.1% | $2.95B | 0.5% | ▼ Trim | 4 | SEC ↗ |
| 2 | Fisher Asset Management ✦ | 3.99M | +26.3% | $2.65B | 1.1% | ▲ Add | 4 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 2.64M | -9.7% | $1.75B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 4 | T. Rowe Price ✦ | 2.64M | -9.7% | $1.75B | 0.2% | ▼ Trim | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 784.82K | -2.8% | $520.05M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 784.82K | -2.8% | $520.05M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 7 | Wellington Management ✦ | 784.82K | -2.8% | $520.05M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 784.82K | -2.8% | $520.05M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 9 | Wellington Management ✦ | 784.82K | -2.8% | $520.05M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 10 | Wellington Management ✦ | 784.82K | -2.8% | $520.05M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 11 | Wellington Management ✦ | 784.82K | -2.8% | $520.05M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 12 | Wellington Management ✦ | 784.82K | -2.8% | $520.05M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 13 | Lone Pine Capital ✦ | 582.43K | +31.8% | $385.93M | 3.4% | ▲ Add | 4 | SEC ↗ |
| 14 | PRIMECAP Management ✦ | 530.61K | -2.9% | $351.60M | 0.3% | ▼ Trim | 4 | SEC ↗ |
| 15 | Two Sigma Investments ✦ | 129.73K | +39571.6% | $85.96M | 0.2% | ▲ Add | 4 | SEC ↗ |
| 16 | Norges Bank ✦ (pasivo) | 100.41K | Nuevo | $66.54M | 0.0% | New | 1 | SEC ↗ |
| 17 | State Street Global Advisors ✦ (pasivo) | 94.21K | -23.8% | $62.43M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Millennium Management ✦ | 87.77K | +86.1% | $58.16M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 19 | Geode Capital Management ✦ (pasivo) | 76.08K | +0.3% | $50.41M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | Appaloosa ✦ | 70.00K | -56.2% | $46.38M | 0.8% | ▼ Trim | 4 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 60.44K | -80.3% | $40.05M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 22 | D. E. Shaw & Co. ✦ | 58.95K | -74.3% | $39.07M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 23 | Bridgewater Associates ✦ | 37.02K | +162.4% | $24.53M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 24 | Point72 Asset Management ✦ | 35.00K | Nuevo | $23.19M | 0.1% | New | 1 | SEC ↗ |
| 25 | Adage Capital Partners ✦ | 20.00K | -27.3% | $13.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 26 | AQR Capital Management ✦ | 6.87K | +141.1% | $4.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | AQR Capital Management ✦ | 6.87K | +141.1% | $4.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | AQR Capital Management ✦ | 6.87K | +141.1% | $4.55M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | GAMCO Investors ✦ | 5.06K | +1.0% | $3.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 30 | Renaissance Technologies ✦ | 485 | +25.6% | $325,147 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 31 | Marshall Wace ✦ | 365 | -71.4% | $241,860 | 0.0% | ▼ Trim | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Norges Bank | $66.54M | 0.0% |
| Point72 Asset Management | $23.19M | 0.1% |
Posición cerrada
| Arrowstreet Capital | $26.75M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2 tenedores, 10.89K acciones, $14.07M declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.