Question 1

Does Atreides Management own ASML stock?

Accepted Answer

No. Atreides Management exited its ASML position in Q2 2025. Its Q1 2025 13F listed 19,657 shares worth $13M.

Question 2

How many shares of ASML does Atreides Management own?

Accepted Answer

None since Q2 2025, when Atreides Management exited the position. Its Q1 2025 13F listed 19,657 shares worth $13M.

Question 3

What is Atreides Management's ASML position worth?

Accepted Answer

Atreides Management's ASML position was worth $13M in its Q1 2025 13F, before the exit in Q2 2025.

Question 4

Is Atreides Management buying or selling ASML?

Accepted Answer

In Q2 2025, Atreides Management exited its entire ASML position.

Question 5

When did Atreides Management first buy ASML?

Accepted Answer

Atreides Management first reported ASML in its Q4 2024 13F and listed it in 2 quarterly 13F filings.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$793.08	0
2025-Q1	Decreased	19,657	-93.3%	$13M	0.4%	$653.73	0
2024-Q4	New	293,636	—	$203.5M	4.5%	$682.33	86