ALKEON CAPITAL MANAGEMENT LLC

Position in ASML — Asml Holding NV

CIK 1230239 New York, NY

Position in ASML

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$238,839,083

+$233,630,048 QoQ

Shares Held

180,825

+2681.9% QoQ

Ownership

0.047%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 83.67592976634867.ToString("F0")% Shared 16.32407023365132.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

ALKEON CAPITAL MANAGEMENT LLC holds $1,984,723,150 across 4 Semiconductor Equipment & Materials names. ASML ranks #3 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LRCX	Lam Research Corp	3,900,456	$833,371,428
2	TER	Teradyne, Inc	2,789,510	$826,978,134
3	ASML	Asml Holding NV This page	180,825	$238,839,083
4	KLAC	Kla Corp	580,915	$85,534,505

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$238,839,083	180,825	+2681.9%	Shares	Sole	2026-05-15
2025-06-30	$5,209,035	6,500	0.0%	Shares	Sole	2025-08-14
2025-03-31	$4,307,095	6,500	-97.9%	Shares	Sole	2025-05-15
2024-12-31	$210,027,497	303,035	-45.5%	Shares	Defined	2025-02-14
2024-09-30	$463,409,487	556,147	-0.1%	Shares	Other	2024-11-14
2024-06-30	$569,173,790	556,524	+46.4%	Shares	Other	2024-08-14
2024-03-31	$368,840,709	380,064	0.0%	Shares	Sole	2024-05-15
2023-12-31	$287,678,042	380,064	-42.5%	Shares	Other	2024-02-14
2023-09-30	$389,181,962	661,132	+17.8%	Shares	Other	2023-11-14
2023-06-30	$406,680,416	561,132	-12.5%	Shares	Sole	2023-08-14
2023-03-31	$436,521,624	641,274	+32.3%	Shares	Sole	2023-05-15
2022-12-31	$264,887,069	484,786	-20.1%	Shares	Other	2023-02-14
2022-09-30	$252,062,208	606,867	-12.5%	Shares	Other	2022-11-10
2022-06-30	$330,108,913	693,681	-1.3%	Shares	Other	2022-08-15
2020-09-30	$259,449,101	702,600	0.0%	Shares	Sole	2020-11-16
2020-06-30	$258,577,877	702,600	+25.6%	Shares	Sole	2020-08-14
2020-03-31	$146,387,579	559,500	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.