Dorsey Asset Management — ASML

How Dorsey Asset Management's position in ASML HLDG NV changed quarter by quarter. Change badges compare each quarter to the fund's immediately-prior filing.

Quarter	Shares	Value	% of portfolio	Change
Q1 2026	140,295	$185,305,845	14.76%	TRIM
Q4 2025	192,343	$205,780,082	17.89%	NEW