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Dorsey Asset Management

Superinvestor

Dorsey Asset Management, LLC

SEC CIK
0001671657
Manager
Pat Dorsey
Style
Quality
Latest filing
Aug 14, 2026

ASML holding history

ASML Holding NV in every 13F filed by Dorsey Asset Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ASML overviewAll 13F holders of ASMLFull Q2 2026 holdings

Shares (Q2 2026)
130,364
Value
$259.4M
% of portfolio
16.6%
Quarters held
6
Since Q1 2025
Holdings of ASML by Dorsey Asset Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026130,364$259.4M16.6%−9,931−7.1%ReducedHolders
Q1 2026140,295$185.3M14.8%−52,048−27.1%ReducedHolders
Q4 2025192,343$205.8M17.9%+19,117+11.0%AddedHolders
Q3 2025173,226$167.7M15.1%+33,237+23.7%AddedHolders
Q2 2025139,989$112.2M10.1%+69,418+98.4%AddedHolders
Q1 202570,571$46.8M5.0%+70,571NewHolders