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ASML

6 quarters

Position history for DADorsey Asset Management, LLC's holdings in ASML Holding N.V.

Yes. Dorsey Asset Management holds 130,364 shares of ASML, worth $259.4M, as of its Q2 2026 13F filing. It reduced the position by 9,931 shares (-7.1%) from Q1 2026. Dorsey Asset Management has held ASML since Q1 2025, across 6 quarterly 13F filings. ASML is 16.6% of Dorsey Asset Management's reported 13F portfolio.

Current Value

$259.4M

Current Shares

130,364

Total Value Change

+$212.6M

Total Shares Change

+59,793

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
130,364
-7.1%
$259.4M16.6%$1,984.24
0
2026-Q1
Decreased
140,295
-27.1%
$185.3M14.8%$1,314.50
0
2025-Q4
Increased
192,343
+11.0%
$205.8M17.9%$1,063.33
69
2025-Q3
Increased
173,226
+23.7%
$167.7M15.1%$960.48
75
2025-Q2
Increased
139,989
+98.4%
$112.2M10.1%$793.08
97
2025-Q1
New
70,571
-
$46.8M5.0%$653.73
84

Other major holders of ASML: FMR LLC, Fisher Asset Management, LLC, T. Rowe Price Associates, Inc.

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