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Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
On the other hand, our semiconductor holdings detracted from performance. ASML (-0.5 pp)...
— Thomas Küpfer (CIO), Moritz Solèr (CEO)
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Other investors who've written on ASML Holding N.V.
V. ($ASML) manufactures advanced...
Boasting a near-monopoly in crucial photolithography technology, the company is an essential beneficiary of secular semi-conductor growth. Short-term stock declines...
In an otherwise dismal quarter for growth equities, shares of ASML and Micron delivered strong returns gaining +24% and +18% respectively during the first quarter.
More institutional theses from LLOYD Capital - Focused Equity Strategy
Microsoft (1.9 pp) and ServiceNow (1.4 pp) were among the main contributors to performance as their shares rose 37.8% and 35.0% respectively. Earlier this year,...
Microsoft (1.9 pp) and ServiceNow (1.4 pp) were among the main contributors to performance as their shares rose 37.8% and 35.0% respectively. Earlier this year,...
On the other hand, our semiconductor holdings detracted from performance. ASML (-0.5 pp)...