All companies
ASML Holding N.V. logo

What smart money is saying about ASML Holding N.V.Netherlands flag

ASML.AS · Technology · Semiconductors · Market cap $704.79B

5 funds in our archive have pitched ASML Holding N.V. — most recently Bell Global Equities Fund in April 2026.

Company profile

ASML Holding N.V. specializes in the design, manufacturing, sales, and servicing of cutting-edge semiconductor manufacturing equipment. Their product portfolio encompasses sophisticated lithography, metrology, and inspection systems, primarily catering to both memory and logic chip producers. Key offerings include state-of-the-art extreme ultraviolet (EUV) lithography and deep ultraviolet (DUV) lithography solutions, comprising both immersion and dry options, which support a wide array of semiconductor nodes and technologies. The company also provides advanced metrology and inspection tools, notably the YieldStar optical metrology system for assessing wafer pattern quality, and HMI e-beam solutions engineered to detect and scrutinize individual chip defects. Additionally, ASML offers computational lithography and software applications designed to refine the operational setup of their lithography systems. Their services extend to mature products, involving the reconditioning of pre-owned lithography equipment and providing related support services. With a global footprint, ASML conducts operations across numerous regions, including Japan, South Korea, Singapore, Taiwan, China, its home country the Netherlands, the broader European continent, the United States, and various other Asian markets. Founded in 1984, the firm, originally named ASM Lithography Holding N.V. until its renaming to ASML Holding N.V. in 2001, maintains its principal executive offices in Veldhoven, the Netherlands.

Fund coverage · 5 theses

  • Bell Global Equities Fund
    April 2026

    ASML is a semiconductor equipment leader with strong operating results, earnings upgrades, and a robust order book.

    Read the full thesis
  • Polen Global Growth
    March 2026

    ASML is a monopolistic lithography equipment leader with major barriers to entry, semiconductor tailwinds, and high-teens earnings growth potential.

    Read the full thesis
  • Hardman Johnston International Equity Developed Markets
    March 2026

    ASML Holding N.V. is the monopoly provider of EUV lithography equipment, benefiting from AI-driven semiconductor capacity expansion and improving multi-year visibility.

    Read the full thesis
  • Baron Technology ETF
    March 2026

    ASML Holding N.V. is the monopoly EUV lithography provider with strong pricing power and growth drivers from rising EUV layers, High-NA adoption, and memory expansion.

    Read the full thesis
  • Baron Opportunity Fund
    March 2026

    ASML is a monopoly EUV lithography provider with irreplaceable technology, AI demand leverage, and strong margin expansion potential.

    Read the full thesis

Read every full thesis on ASML Holding N.V.

Unlock all 5 theses — the full reasoning behind what funds are buying, plus unlimited access to the entire archive.

View plans