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Equity Research Database
Institutional Investment Pitches
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.
Sands Capital Global Growth delivered exceptional second-quarter 2026 results, posting a 22.2 percent net return versus 14.9 percent for the MSCI ACWI, driven primarily by AI infrastructure businesses. The portfolio's strong...
— Brian A. Christiansen, David E. Levanson, Daniel Pilling
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Other investors who've written on ASML Holding N.V.
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.
Mar Vista established a new position in ASML following market weakness over temporary 2025 guidance cuts. ASML holds a...