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

Pat Dorsey's ASML Position: Q2 2026 in Review

Pat Dorsey 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.

Pat Dorsey first reported a position in ASML in Q1 2025 and has held it in 6 quarters since. 2,496 funds tracked by Wall St. Rank hold ASML as of Q2 2026.

  • Pat Dorsey held 130,364 shares of ASML worth $259M as of Q2 2026.
  • Pat Dorsey sold 9,931 ASML shares in Q2 2026, an estimated $15.8M.
  • ASML made up 16.61% of Pat Dorsey's portfolio in Q2 2026, its #1 holding.
  • Pat Dorsey first reported a position in ASML in Q1 2025 and has held it in 6 quarters since.
  • 2,496 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.