Light Street Capital Management — ASML

How Light Street Capital Management's position in ASML Holding NV changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held

3

First reported

Q4 2025

Latest value

$21,798,294

Latest weight

2.6%

Peak weight

2.9%

Shares since first

-0.3%

Position Trend

Shares, value, and weight from first report to latest report.

Light Street Capital Management first reported 10,988 shares in Q4 2025 and most recently reported 10,957 shares in Q2 2026. Portfolio weight peaked at 2.9% in Q1 2026; the low reported weight was 1.8% in Q4 2025.

Since the first report, shares are -0.3% and reported value is +85.4%. Latest move: ADD