Current position

Dev Kantesaria’s ASML (ASML) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Valley Forge Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2023Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares171.08KHighest verified quarter-end share count
Quarters reported13Verified quarters with shares above zero
What happened?

Valley Forge Capital Management first reported ASML in Q2 2023. The reported position was increased across later filings. Valley Forge Capital Management currently reports 171.08K shares. The latest verified filing showed: No change.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
No change171.08K shares reported
Filing context

Quarter-end price $1,989.44 · Estimated holding basis $922.00

Q1 2026
Bought 35.5% more+44.84K shares · 171.08K shares reported after the change
Filing context

Quarter-end price $1,320.83 · Estimated holding basis $922.00

Q4 2025
Bought 0.5% more+615 shares · 126.24K shares reported after the change
Filing context

Quarter-end price $1,069.86 · Estimated holding basis $780.34

Q3 2024
Bought 99.7% more+62.72K shares · 125.63K shares reported after the change
Filing context

Quarter-end price $833.25 · Estimated holding basis $778.92

Q2 2023
New position+62.90K shares · 62.90K shares reported
Filing context

Quarter-end price $724.75 · Estimated holding basis $724.75

8 unchanged quarters are collapsed by default.

Portfolio importance

How important is ASML in Valley Forge Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight10.9%Q2 2026
Current rank#5of 7 reported positions
Peak portfolio weight10.9%Q2 2026
Best historical rank#5Q1 2026
At peak importanceQ2 2026
ASML
10.9%
Largest holding
25.8%
Cross-investor discovery

Who else owns ASML?

Also reported by 5 other tracked investors in their latest verified filings.

Pat DorseyDorsey Asset Management LLC
ASML16.6% of reported portfolio
David TepperAppaloosa LP
ASML1.3% of reported portfolio
Daniel LoebThird Point LLC
ASML1.3% of reported portfolio
Explore ASML across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$1,679.922026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$1,989.44Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$922.00Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View ASML stock page →

SEC reporting manager: Valley Forge Capital Management, LP (CIK 0001697868). The filing signature identifies Devang Kantesaria. This tracker reflects public Form 13F disclosures, not a personal brokerage account or exact trade dates.