HF Best Ideas
Analyses
Quarterly Letters
✦
Warren AI
Analyses
Quarterly Letters
✦
Warren AI
Every fund on this company
ASM International N.V. in 6 fund letters
→
Also pitched by Polen International Growth
Taiwan Semiconductor Manufacturing Co Ltd
TSM
Spotify Technology S.A.
SPOT
SAP SE
SAP.DE
Tencent Holdings Limited
0700.HK
Sea Ltd
SE
Schneider Electric SE
SU.PA
ASM International N.V. — Polen International Growth — Dec 2025 · HF Best Ideas
ASM International N.V. — Polen International Growth — Dec 2025 · HF Best Ideas