Two Creeks Capital Management, LP: ASML position timeline

Two Creeks Capital Management, LP held 0 ASML shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 0 shares

   Change vs previous 13F -2,526 shares

   13F-HR 0001172661-26-004443 filed by Two Creeks Capital Management, LP
   Accepted 2026-10-08 17:47:33 UTC, ingested 2026-10-08 17:48:52 UTC

   Exited: the 13F for this period no longer lists the position.

2. period ended2026-06-30

   13F 2,526 shares

   Change vs previous 13F -30,383 shares

   3.6% of the 13F portfolio, value $5,025,325.

   13F-HR 0001172661-26-003630 filed by Two Creeks Capital Management, LP
   Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 32,909 shares

   Change vs previous 13F -19,716 shares

   4.59% of the 13F portfolio, value $43,467,194.

   13F-HR 0001172661-26-002355 filed by Two Creeks Capital Management, LP
   Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 52,625 shares

   Change vs previous 13F -39,727 shares

   4.62% of the 13F portfolio, value $56,301,383.

   13F-HR 0001172661-26-000833 filed by Two Creeks Capital Management, LP
   Filed 2026-02-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 92,352 shares

   Change vs previous 13F +1,622 shares

   6.43% of the 13F portfolio, value $89,405,048.

   13F-HR 0001172661-25-004816 filed by Two Creeks Capital Management, LP
   Filed 2025-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 90,730 shares

   Change vs previous 13F +38,543 shares

   4.83% of the 13F portfolio, value $72,710,115.

   13F-HR 0001172661-25-003357 filed by Two Creeks Capital Management, LP
   Filed 2025-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F 52,187 shares

   Change vs previous 13F -29,268 shares

   2.21% of the 13F portfolio, value $34,580,672.

   13F-HR 0001172661-25-002070 filed by Two Creeks Capital Management, LP
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 81,455 shares

   Change vs previous 13F not available

   3.44% of the 13F portfolio, value $56,454,831.

   13F-HR 0001172661-25-000957 filed by Two Creeks Capital Management, LP
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).