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Dorsey Asset Management’s ASML ASML Stock Holding History

Dorsey Asset Management’s Portfolio ASML Stock Details ASML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$259M Sell
130,364
-9,931
-7% -$15.8M 16.61% 1
2026
Q1 		$185M Sell
140,295
-52,048
-27% -$71.3M 14.76% 1
2025
Q4 		$206M Buy
192,343
+19,117
+11% +$19.9M 17.89% 1
2025
Q3 		$168M Buy
173,226
+33,237
+24% +$26.1M 15.07% 2
2025
Q2 		$112M Buy
139,989
+69,418
+98% +$49.8M 10.06% 6
2025
Q1 		$46.8M Buy
+70,571
New +$51.3M 4.96% 10

Other funds holding ASML

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dorsey Asset Management's ASML Position: Q2 2026 in Review

Dorsey Asset Management reduced its ASML (ASML) stake by 7.1% in Q2 2026, selling an estimated $15.8M and leaving 130,364 shares worth $259M. The position accounts for 16.61% of the portfolio, ranked #1.

Dorsey Asset Management first reported a position in ASML in Q1 2025 and has held it in 6 quarters since. 2,510 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

  • Dorsey Asset Management held 130,364 shares of ASML worth $259M as of Q2 2026.
  • Dorsey Asset Management sold 9,931 ASML shares in Q2 2026, an estimated $15.8M.
  • ASML made up 16.61% of Dorsey Asset Management's portfolio in Q2 2026, its #1 holding.
  • Dorsey Asset Management first reported a position in ASML in Q1 2025 and has held it in 6 quarters since.
  • 2,510 funds tracked by Wall St. Rank held ASML as of Q2 2026.

Based on Dorsey Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.