ASML position history
The shares of ASML that Dorsey Asset Management, LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2025 Q1: 70,571 shares, $47M, 5.0% of portfolio, New
- 2025 Q2: 139,989 shares, $112M, 10.1% of portfolio, Add +98.4%
- 2025 Q3: 173,226 shares, $168M, 15.1% of portfolio, Add +23.7%
- 2025 Q4: 192,343 shares, $206M, 17.9% of portfolio, Add +11.0%
- 2026 Q1: 140,295 shares, $185M, 14.8% of portfolio, Reduce −27.1%
- 2026 Q2: 130,364 shares, $259M, 16.6% of portfolio, Reduce −7.1%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|