# ASML Holding (ASML): value investors who own it | moatshark

5 value investors held ASML Holding in their Q3 2026 13F, led by Dorsey Asset Management, Valley Forge Capital Management, Appaloosa, Weitz Investment…

## 13F holders

| Manager | Portfolio | Value | Change | Quarters held |
| --- | --- | --- | --- | --- |
| Dorsey Asset Management | 16.6% | $259m | Trimmed -7.1% | 6 |
| Valley Forge Capital Management | 10.9% | $340m | Unchanged | 13 |
| Appaloosa | 1.3% | $99.5m | Added +1.0% | 13 |
| Weitz Investment Management | 0.8% | $10.9m | Unchanged | 2 |
| Polen Capital Management | 0.3% | $30.7m | Trimmed -4.0% | 21 |

## Fund holders

| Fund | Manager | Weight | Value | As at |
| --- | --- | --- | --- | --- |
| Polen International Growth Fund | Polen Capital Management | 5.5% | $1.3m | 2026-07-31 |
| Polen Global Growth Fund | Polen Capital Management | 2.3% | $2.5m | 2026-07-31 |
| Weitz Large Cap Equity Fund | Weitz Investment Management | 1.8% | $10.9m | 2026-06-30 |
| Oakmark International Fund | Harris Associates (Oakmark) | 0.9% | $118m | 2026-06-30 |

Source: SEC filings, via moatshark (https://www.moatshark.com/s/asml). Values traded and returns are estimates. Not investment advice. Built 2026-10-21.