What Makes ASML Holding N.V. (ASML) a Strong Bet?

1 hour ago 1

Soumya Eswaran

Wed, May 13, 2026 astatine 8:14 AM CDT 3 min read

Weitz Investment Management, an concern absorption firm, released its “Large Cap Equity Fund” first-quarter 2026 capitalist letter. A transcript of the missive tin beryllium downloaded here. The Fund’s Institutional Class returned -12.04% successful the quarter, compared to -4.22% for the Bloomberg U.S. 1000 Index. Despite caller show challenges, the Fund maintains a affirmative outlook connected its holding companies' maturation and concern values. The steadfast anticipates improved returns successful the future, though caller results person been frustrating. The Fund continues to absorption connected its champion ideas and plans to actively reshape the portfolio successful effect to marketplace conditions, perchance expanding currency levels much than successful caller years. In addition, delight cheque the Strategy’s apical 5 holdings to cognize its champion picks successful 2026.

In its first-quarter 2026 capitalist letter, Weitz Investment Large Cap Equity Fund highlighted stocks similar ASML Holding N.V. (NASDAQ:ASML). ASML Holding N.V. (NASDAQ:ASML) is simply a Dutch-based semiconductor institution that provides lithography solutions. On May 12, 2026, ASML Holding N.V. (NASDAQ:ASML) banal closed astatine $1,520.94 per share. One-month instrumentality of ASML Holding N.V. (NASDAQ:ASML) was 2.64%, and its shares gained 97.80% implicit the past 52 weeks. ASML Holding N.V. (NASDAQ:ASML) has a marketplace capitalization of $567.43 billion.

Weitz Investment Large Cap Equity Fund stated the pursuing regarding ASML Holding N.V. (NASDAQ:ASML) successful its Q1 2026 capitalist letter:

"One takeaway from our ongoing portfolio investigation was that we did not person capable vulnerability to “what could spell right?” stocks. Over the years, our squad has done extended enactment connected companies with exceptional oregon plainly improving concern trends. Along the way, we person tried to travel Mr. Buffett’s proposal not to “pay a precise precocious terms for a cheery consensus” for their stocks. And, successful galore cases, we person been near successful the dust. The “March Madness” marketplace turmoil gave america a accidental to ain 5 caller “on deck” companies astatine reasonable-to-good prices crossed a scope of scenarios.

Over time, our concern squad has built a heavy cognition basal wrong the semiconductor industry. Three of our 5 caller portfolio additions reside successful the semiconductor worth chain. The AI information halfway infrastructure buildout has been “the” taxable of the past fewer years, and it is nary agelong to accidental that ASML Holding N.V. (NASDAQ:ASML), Taiwan Semiconductor, and NVIDIA person been 3 of the champion companies successful the world. ASML is the ascendant shaper of lithography instrumentality utilized successful semiconductor production…” (Click present to work the afloat text)

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