Current position

Pat Dorsey’s ASML (ASML) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Dorsey Asset Management LLCVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2025Earliest verified positive filing snapshot
Latest statusCurrent positionBased on the latest supported relationship state
Peak shares192.34KHighest verified quarter-end share count
Quarters reported6Verified quarters with shares above zero
What happened?

Dorsey Asset Management LLC first reported ASML in Q1 2025. The reported position was increased and reduced across later filings. Dorsey Asset Management LLC currently reports 130.36K shares. The latest verified filing showed: Sold 7.1% of the position.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q2 2026
Sold 7.1% of the position−9.93K shares · 130.36K shares remained
Filing context

Quarter-end price $1,989.44 · Estimated holding basis $805.97

Q1 2026
Sold 27.1% of the position−52.05K shares · 140.30K shares remained
Filing context

Quarter-end price $1,320.83 · Estimated holding basis $805.97

Q4 2025
Bought 11.0% more+19.12K shares · 192.34K shares reported after the change
Filing context

Quarter-end price $1,069.86 · Estimated holding basis $805.97

Q3 2025
Bought 23.7% more+33.24K shares · 173.23K shares reported after the change
Filing context

Quarter-end price $968.09 · Estimated holding basis $776.85

Q2 2025
Bought 98.4% more+69.42K shares · 139.99K shares reported after the change
Filing context

Quarter-end price $801.39 · Estimated holding basis $731.44

Q1 2025
New position+70.57K shares · 70.57K shares reported
Filing context

Quarter-end price $662.63 · Estimated holding basis $662.63

Portfolio importance

How important is ASML in Dorsey Asset Management LLC’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Current portfolio weight16.6%Q2 2026
Current rank#1of 11 reported positions
Peak portfolio weight17.9%Q4 2025
Best historical rank#1Q4 2025
At peak importanceQ4 2025
ASML
17.9%
Largest holding
17.9%
Cross-investor discovery

Who else owns ASML?

Also reported by 5 other tracked investors in their latest verified filings.

Dev KantesariaValley Forge Capital Management
ASML10.9% of reported portfolio
David TepperAppaloosa LP
ASML1.3% of reported portfolio
Daniel LoebThird Point LLC
ASML1.3% of reported portfolio
Explore ASML across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$1,679.922026-09-18

Market context only; not an investor transaction price.

Latest filing quarter-end price$1,989.44Q2 2026

Derived from validated reported value and shares where supported.

Estimated holding basis$805.97Historical reference — not actual purchase price

Calculated from supported filing history.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

View ASML stock page →

This tracker follows Dorsey Asset Management, LLC’s Form 13F disclosures—not Pat Dorsey’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.