13FPulse
AS

ASX ASE TECHNOLOGY HOLDING -ADR

2026Q2 · CUSIP 00215W100 · Foundry & OSAT · Sector: Semiconductors

Piling in

Net holder growth ranks near the top of the market

Funds that own it
474
Institutions that reported holding it to the SEC
Net increase in holders
+104
Last quarter 370 → now 474
How unusual is that
Top 5%
Stronger buying than 98% of US stocks
What the filings say, in one paragraph

474 funds held ASX at the end of 2026Q2, up 104 from the quarter before. That is stronger buying than 98.3% of US stocks — among the most piled-into names this quarter. ASX has had 10 buying rushes in its history, and the price moved +28.1% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Semiconductors sector, tagged Foundry & OSAT.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2018Q2: holders=125 2018Q3: holders=123 2018Q4: holders=119 2019Q1: holders=125 2019Q2: holders=127 2019Q3: holders=119 2019Q4: holders=128 2020Q1: holders=118 2020Q2: holders=139 2020Q3: holders=144 2020Q4: holders=155 2021Q1: holders=172 2021Q2: holders=188 2021Q3: holders=197 2021Q4: holders=205 2022Q1: holders=216 2022Q2: holders=201 2022Q3: holders=212 2022Q4: holders=230 2023Q1: holders=248 2023Q2: holders=257 2023Q3: holders=257 2023Q4: holders=263 2024Q1: holders=281 2024Q2: holders=281 2024Q3: holders=278 2024Q4: holders=289 2025Q1: holders=291 2025Q2: holders=281 2025Q3: holders=305 2025Q4: holders=317 2026Q1: holders=370 2026Q2: holders=474 -119 -59.5 +0 +59.5 +119 106302498 18Q219Q220Q221Q222Q223Q224Q225Q226Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 10 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q2 Top 5%
2026Q1 Top 5%
2025Q3 Top 20% +62.1% +121.6%
2024Q1 Top 20% -1.1% -6.7%
2023Q1 Top 10% +8.4% +26.5%
2022Q3 Top 20% +14.9% +19.3%
2022Q1 Top 20% +6.0% +4.6%
2021Q2 Top 20% -6.5% -7.7%
2020Q2 Top 20% +6.3% +86.7%
2018Q2 Top 1% in the market -21.1% -19.8%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
173
Change in large funds
+29
Total value they hold
$9.4B
Funds buying for the first time
151
Funds that sold out entirely
47
Price change that quarter
+18.3%
Funds holding puts (bearish)
7
Funds holding calls (bullish)
13

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Email me the next update

2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.