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

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)