Dev Kantesaria - Valley Forge Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    7
Portfolio value:    $3,375,637,687
Holdings Activity Buys Sells    History
Holding/activity history for  ASML Holdings N.V. (ASML)
← All ASML superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 171,083 6.69 Add 35.52% 1.75 $1,133.48–1,547.22 · VW $1,368.13i $225,971,559 SEC
2025   Q4 126,242 3.06 Add 0.49% 0.01 $935.41–1,141.72 · VW $1,040.36i $135,061,266 SEC
2025   Q3 125,627 2.93 $968.09 $121,618,242 SEC
2025   Q2 125,627 2.22 $801.39 $100,676,222 SEC
2025   Q1 125,627 1.90 $662.63 $83,244,219 SEC
2024   Q4 125,627 1.92 $693.08 $87,069,561 SEC
2024   Q3 125,627 2.33 Add 99.72% 1.16 $734.25–1,110.09 · VW $887.99i $104,678,698 SEC
2024   Q2 62,903 1.66 $1,022.73 $64,332,785 SEC
2024   Q1 62,903 1.66 $970.47 $61,045,474 SEC
2023   Q4 62,903 1.35 $756.92 $47,612,539 SEC
2023   Q3 62,903 1.26 $588.66 $37,028,480 SEC
2023   Q2 62,903 1.55 Buy 1.55 $605.76–747.13 · VW $686.77i $45,588,949 SEC
Price snapshot:
Current price$1,726.04
Avg. buy price$922.00
+/- since buy87.21%
52-week low$679.89
52-week high$1,999.96