Dorsey Asset Management — ASML

How Dorsey Asset Management's position in ASML Holding NV changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarters held

3

First reported

Q4 2025

Latest value

$259,351,356

Latest weight

16.6%

Peak weight

17.9%

Shares since first

-32.2%

Position Trend

Shares, value, and weight from first report to latest report.

Dorsey Asset Management first reported 192,343 shares in Q4 2025 and most recently reported 130,364 shares in Q2 2026. Portfolio weight peaked at 17.9% in Q4 2025; the low reported weight was 14.8% in Q1 2026.

Since the first report, shares are -32.2% and reported value is +26%. Latest move: TRIM