PD
Pat Dorsey (Dorsey Asset Management) disclosed new in ASML HOLDING N V
Pat Dorsey (Dorsey Asset Management) filed a 13F change in ASML HOLDING N V (N07059210) on 2025-05-15, covering period end 2025-03-31.
Action
New
Capital
$46,762,462 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
14 changes from Pat Dorsey (Dorsey Asset Management), filed 2025-05-15 for period end 2025-03-31.
$943.6M portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
N00985106 AERCAP HOLDINGS NV | New | $116.3M | $116.3M | 12.33% |
83200N103 SMARTSHEET INC | Sold out | -$81.1M | $0 | 8.60% |
09857L108 BOOKING HOLDINGS INC | New | $73.6M | $73.6M | 7.80% |
M98068105 WIX COM LTD | Reduced | -$72.0M | $52.2M | 7.63% |
70450Y103 PAYPAL HLDGS INC | Reduced | -$55.1M | $56.0M | 5.83% |
42704L104 HERC HLDGS INC | Sold out | -$51.7M | $0 | 5.48% |
235851102 DANAHER CORPORATION | Increased | $51.1M | $141.7M | 5.41% |
91688F104 UPWORK INC | Sold out | -$49.8M | $0 | 5.28% |
N07059210 ASML HOLDING N V | New | $46.8M | $46.8M | 4.96% |
53332102 AUTOZONE INC | Increased | $22.8M | $143.1M | 2.42% |
02079K107 ALPHABET INC | Reduced | -$21.9M | $99.8M | 2.33% |
30303M102 META PLATFORMS INC | Increased | $20.5M | $142.4M | 2.17% |
85209W109 SPROUT SOCIAL INC | Reduced | -$20.1M | $50.7M | 2.14% |
81686C104 SEMRUSH HLDGS INC | Reduced | -$5.8M | $21.1M | 0.61% |