LongASMLSep 2026
ASML Holding N.V.
Polen opened a position in ASML for its unique strategic position in advanced semiconductor lithography. Its extreme ultraviolet systems are critical to continued scaling of…
ASML
Which hedge funds are long ASML?
5 published ideas on ASML Holding N.V. across 5 funds — 5 long and 0 short.
ASML Holding N.V. hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on ASML Holding N.V.: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongASMLJun 2026
ASML
LongRun considers ASML one of the best-positioned businesses within the AI ecosystem because its semiconductor manufacturing equipment is both mission-critical and unique…
LongASMLJun 2026
ASML Holding N.V.
ASML is one of Eagle's favored semiconductor infrastructure businesses because it controls a critical manufacturing bottleneck. Its monopoly in extreme-ultraviolet lithography…
LongASMLJun 2026
ASML Holding
ASML supplies the lithography systems required for advanced semiconductor manufacturing. Sands believes lithography capacity could become one of the hardest constraints on AI…
LongASMLJun 2026
ASML Holding
ASML supplies lithography systems that are essential to advanced semiconductor manufacturing. Sands believes lithography capacity could become one of the hardest constraints to…