Coatue Management new position in ASML HLDG NV

Coatue Management has initiated a new position in ASML HLDG NV, disclosing a market value of $655.4 million as of March 31, 2026.

Action

new

Capital

$655.4M current disclosed value

Narrative

Quarterly smart-money position changes

Institutional 13F Signals1 evidence source

Why it matters

This investment reflects Coatue's confidence in ASML's growth potential, highlighting the semiconductor sector's importance in technology and innovation, especially amid increasing demand for advanced manufacturing.

Evidence

Coatue Management 13F-HR filing for 2026-03-31

Filed 2026-05-15T20:31:03.000Z · Period end 2026-03-31 · 0000919574-26-003501

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