What smart money is saying about ASML
2 funds in our archive have pitched ASML — most recently MayTech Global Investments Global Growth Strategy in June 2026.
ASML Holding N.V. provides lithography solutions for the development, production, marketing, sales, upgrading, and servicing of advanced semiconductor equipment systems. The company offers lithography, metrology, and inspection systems. It also provides extreme ultraviolet lithography systems; and deep ultraviolet lithography systems comprising immersion and dry lithography systems solutions to manufacture various range of semiconductor nodes and technologies. In addition, the company offers metrology and inspection systems, including YieldStar optical metrology systems, a diffraction-based wafer metrology platform to assess the quality of patterns on the wafers; and HMI electron beam solutions to locate and analyze individual chip defects. Further, it provides computational lithography solutions, and lithography systems and control software solutions; and refurbishes and upgrades lithography systems, as well as offers customer support and related services. Additionally, the company offers hardware, software, and services to chipmakers to produce the patterns of integrated circuits. It operates in Japan, South Korea, Singapore, Taiwan, China, rest of Asia, the Netherlands, rest of Europe, the Middle East, Africa, and the United States. The company was formerly known as ASM Lithography Holding N.V. and changed its name to ASML Holding N.V. in 2001. ASML Holding N.V. was founded in 1984 and is headquartered in Veldhoven, the Netherlands.
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Position history
Every position in ASML on record in the archive was reported in Q2 2026, across 4 fund letters, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 4 | 0 | 0 | 2 |
Fund activity · 4 positions
- June 2026
“Two owned stocks that positively contributed to relative performance were ASML (+0.5%) and MakeMyTrip (+0.3%).”
ASML - June 2026
“NVIDIA, Micron, Broadcom, AMD, Applied Materials, Seagate, Western Digital, Corning, SiTime, TSMC, ASML, and Sandisk were among the positions that contributed to the quarter’s technology-led gains.”
ASML - June 2026
“Several of our AI-infrastructure and semiconductor investments also contributed to absolute and relative performance, including Taiwan Semiconductor Manufacturing Company Limited (the world’s advanced semiconductor manufacturing champion), indie Semiconductor, Inc. (automotive semiconductor innovator), Coherent Corp. (optical technology leader), ASML Holding N.V. (the world’s dominant provider of advanced lithography semiconductor manufacturing equipment), Micron, and Broadcom.”
ASML - June 2026
“From a stock specific perspective, the Fund’s 26.7% gain was driven by 32 contributors against 10 detractors. It is tempting to describe it as SpaceX and everything else, but it would not be correct and would not do the quarter justice. Taiwan Semiconductor (TSMC), ASML, Nebius, NVIDIA, Forgent, and Amazon contributed over 100bps each to absolute returns,”
ASML
Also mentioned · 1
These funds discuss ASML — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedBaron Fifth Avenue Growth FundJune 2026
“We had many big gainers in the quarter with 16 of our investments generating over 50bps each, as CrowdStrike, Alphabet, Amazon, and ASML added over 100bps each, Taiwan Semiconductor (TSMC), Datadog, and NVIDIA added”
ASML
Fund coverage · 2 theses
- MayTech Global Investments Global Growth StrategyJune 2026
ASML is benefiting from AI chip investment, strong demand for advanced equipment, and its unique market position.
Read the full thesis - Baron Global Durable Advantage ETFJune 2026
ASML makes lithography tools and is viewed as an indispensable enabler of leading-edge semiconductors and AI buildout.
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