{
 "company": "ASML Holding",
 "ticker": "ASML",
 "page": "https://www.moatshark.com/s/asml",
 "note": "Source: SEC filings via moatshark. Values and changes are estimates; not investment advice.",
 "holders": [
  {
   "manager": "Dorsey Asset Management",
   "moatshark_slug": "dorsey-asset-management",
   "period": "2026-06-30",
   "portfolio_pct": 16.61,
   "value_usd": 259351356,
   "change": "REDUCE",
   "share_change_pct": -7.1,
   "quarters_held": 6
  },
  {
   "manager": "Valley Forge Capital Management",
   "moatshark_slug": "valley-forge-capital-management",
   "period": "2026-06-30",
   "portfolio_pct": 10.92,
   "value_usd": 340359364,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 13
  },
  {
   "manager": "Appaloosa",
   "moatshark_slug": "appaloosa",
   "period": "2026-06-30",
   "portfolio_pct": 1.29,
   "value_usd": 99472000,
   "change": "ADD",
   "share_change_pct": 1,
   "quarters_held": 13
  },
  {
   "manager": "Weitz Investment Management",
   "moatshark_slug": "weitz-investment-management",
   "period": "2026-06-30",
   "portfolio_pct": 0.76,
   "value_usd": 10941920,
   "change": "HOLD",
   "share_change_pct": 0,
   "quarters_held": 2
  },
  {
   "manager": "Polen Capital Management",
   "moatshark_slug": "polen-capital-management",
   "period": "2026-06-30",
   "portfolio_pct": 0.26,
   "value_usd": 30691889,
   "change": "REDUCE",
   "share_change_pct": -4,
   "quarters_held": 21
  }
 ]
}