Question 1

Does Light Street Capital Management own ASML stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Light Street Capital Management holds 10,957 shares of ASML, worth $21.8M.

Question 2

How many shares of ASML does Light Street Capital Management own?

Accepted Answer

As of its Q2 2026 13F, Light Street Capital Management holds 10,957 shares of ASML.

Question 3

What is Light Street Capital Management's ASML position worth?

Accepted Answer

As of its Q2 2026 13F, Light Street Capital Management's ASML position is worth $21.8M.

Question 4

Is Light Street Capital Management buying or selling ASML?

Accepted Answer

In Q2 2026, Light Street Capital Management increased its ASML position by 11 shares (+0.1%).

Question 5

When did Light Street Capital Management first buy ASML?

Accepted Answer

Light Street Capital Management first reported ASML in its Q4 2019 13F and has listed it in 17 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	10,957	+0.1%	$21.8M	2.4%	$1,984.24	50
2026-Q1	Decreased	10,946	-0.4%	$14.5M	2.7%	$1,314.50	0
2025-Q4	Decreased	10,988	-40.6%	$11.8M	1.8%	$1,063.33	0
2025-Q3	Increased	18,485	+235.4%	$17.9M	3.0%	$960.48	85
2025-Q2	Decreased	5,511	-21.4%	$4.4M	0.9%	$793.08	0
2025-Q1	Increased	7,011	+1465.0%	$4.6M	1.3%	$653.73	71
2024-Q4	Increased	448	+40.0%	$310,500	0.1%	$682.33	32
2024-Q3	Decreased	320	-4.2%	$266,640	0.1%	$818.43	0