PD
Pat Dorsey (Dorsey Asset Management) disclosed increased in ASML HOLDING N.V.
Pat Dorsey (Dorsey Asset Management) filed a 13F change in ASML HOLDING N.V. (N07059210) on 2025-11-14, covering period end 2025-09-30.
Action
Increased
Capital
$167,698,358 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
11 changes from Pat Dorsey (Dorsey Asset Management), filed 2025-11-14 for period end 2025-09-30.
$1.1B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
G7709Q104 ROYALTY PHARMA PLC | New | $82.9M | $82.9M | 7.45% |
N07059210 ASML HOLDING N.V. | Increased | $55.5M | $167.7M | 4.99% |
30303M102 META PLATFORMS INC | Reduced | -$39.7M | $141.2M | 3.57% |
M98068105 WIX COM LTD | Sold out | -$23.3M | $0 | 2.09% |
81686C104 SEMRUSH HLDGS INC | Sold out | -$20.7M | $0 | 1.86% |
09857L108 BOOKING HOLDINGS | Reduced | -$14.2M | $91.7M | 1.28% |
02079K107 ALPHABET INC CLASS C | Reduced | -$12.9M | $104.6M | 1.16% |
235851102 DANAHER CORP | Reduced | -$12.4M | $170.7M | 1.12% |
194014502 ENOVIS CORPORATION | Reduced | -$7.3M | $72.8M | 0.65% |
N00985106 AERCAP | Reduced | -$6.3M | $152.9M | 0.57% |
53332102 AUTOZONE | Reduced | -$4.2M | $128.2M | 0.38% |