Pat Dorsey - Dorsey Asset Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    11
Portfolio value:    $1,255,861,264
Holdings Activity Buys Sells    History
Holding/activity history for  ASML Holdings N.V. (ASML)
← All ASML superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 140,295 14.76 Reduce 27.06% 4.84 $1,133.48–1,547.22 · VW $1,368.13i $185,305,845 SEC
2025   Q4 192,343 17.89 Add 11.04% 1.78 $935.41–1,141.72 · VW $1,040.36i $205,780,082 SEC
2025   Q3 173,226 15.07 Add 23.74% 2.89 $683.48–977.48 · VW $781.54i $167,698,358 SEC
2025   Q2 139,989 10.06 Add 98.37% 4.99 $578.51–819.54 · VW $705.99i $112,185,785 SEC
2025   Q1 70,571 4.96 Buy 4.96 $652.88–784.82 · VW $716.28i $46,762,462 SEC
Price snapshot:
Current price$1,726.04
Avg. buy price$805.97
+/- since buy114.16%
52-week low$679.89
52-week high$1,999.96