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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.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | ASML Holding N.V. $ASML• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | The Bristlemoon Global Fund - ASML We believe semiconductor capital equipment (semicap) is currently the most attractive subsector within semiconductors because the tremendous demand for compute and memory will drive a much higher-for-longer wafer fab equipment (WFE) capex cycle. Our preferred semicap... | BULL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Lawrence Burns / Paulina McPaddenBaillie Gifford -International Concentrated Growth | ASML Holding N.V. $ASML• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Baillie Gifford International Concentrated Growth - ASML Those exposed to growing AI capital expenditure have performed strongly, and our large semiconductor holdings in TSMC and ASML have continued to benefit. ASML is the... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | David E. Levanson, CFA and Danielle J. Menichella, CFASands Capital International Growth Fund | ASML Holding N.V. $ASML• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Sands Capital International Growth Fund - ASML ASML is a Dutch semiconductor equipment company specializing in lithography systems, which chipmakers use to print patterns on silicon wafers. ASML's investment results... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Brian A. Christiansen, David E. Levanson, Daniel PillingSands Capital Global Growth Fund | ASML Holding N.V. $ASML• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Sands Capital Global Growth Fund - ASML ASML is a Dutch semiconductor equipment company specializing in lithography systems, which chipmakers use to print patterns on silicon wafers. ASML's investment results... | NEUTRAL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Alan BreedEdgewood Management | ASML Holding N.V. $ASML• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long ASML (ASML Holding NV) Boasting a near-monopoly in crucial photolithography technology, the company is an essential beneficiary of secular semi-conductor growth. Short-term stock declines... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | ASML Holding N.V. $ASML• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long ASML (ASML Holding N.V.) 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. | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Silas Myers and Brian MasseyMar Vista Global Equity Fund | ASML Holding N.V. $ASML• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long ASML (ASML Holding N.V.) Mar Vista established a new position in ASML following market weakness over temporary 2025 guidance cuts. ASML holds a... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Michael A. Sansoterra, Sandeep Bhatia, Brandi Allen | ASML Holding N.V. $ASML• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long ASML (ASML Holding NV) Despite missing earnings estimates, ASML posted an exceptional 89% upside surprise in orders that supported a strong stock performance. Improved near-term visibility... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Cassandra A. HardmanHardman Johnston Global Equity | ASML Holding N.V. $ASML• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long ASML (ASML Holding N.V.) Shares of ASML, the sole supplier of EUV lithography equipment, benefited from market recognition of the need to expand leading edge semiconductor manufacturing capacity to meet the unprecedented buil | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | Thomas Coutts / Brian Lum / Julia Angeles / Lawrence Burns / Robert WilsonBaillie Gifford -International Growth | ASML Holding N.V. $ASML• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Long ASML (ASML Holding N.V.) ASML's recent stock weakness is viewed as cyclical noise inherent to the volatile semiconductor sector rather than a fundamental issue. The manager maintains... | BULL | View Pitch → |
| Jul 31, 2026 | Other | Polen Capital - International Growth | ASML Holding N.V. $ASML• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Polen Capital – International Growth – ASML Top relative contributors to the Portfolio's performance included Tokyo Electron, ASML, and ASM International. BSD Analysis: Polen... | BULL | View Pitch → |
| Feb 25, 2026 | Fund Letter | Alan BreedEdgewood Management | ASML Holding N.V. $ASML• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Edgewood Management 2025 Q3 (ASML) Leading producer (~90% market share) of photolithography machines used in semiconductor manufacturing. ASML's machines enable... | BULL | View Pitch → |
| Feb 20, 2026 | Fund Letter | Tom CouttsBaillie Gifford -International All Cap | ASML Holding N.V. $ASML• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Eagle Capital Management 2025 Q4 (ASML NA) ASML, based in the Netherlands, is the world's sole manufacturer of extreme ultraviolet (EUV) lithography tools for the semiconductor industry. The company operates... | BULL | View Pitch → |
| Jan 27, 2026 | Fund Letter | Tom CouttsBaillie Gifford -International All Cap | ASML Holding N.V. $ASML• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | The Bristlemoon Global Fund 2025 Q4 (ASML NA) We highlighted how ASML is a monopoly in the semiconductor industry during an AI boom. Our writeup outlined... | BULL | View Pitch → |
| Jan 23, 2026 | Fund Letter | Jake KeysAppalaches Capital, LLC | ASML Holding N.V. $ASML• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Appalaches Capital 2025 Q4 (ASML) Take Alphabet and ASML, for instance. Over the course... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | ASML Holding N.V. $ASML• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Harris Associates International Equity Strategy 2025 Q2 (ASML) ASML was a contributor during the quarter. The Netherlands-headquartered semiconductor... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Ned BellBell Global Equities Fund | ASML Holding N.V. $ASML• NASDAQ | Semiconductors & Semiconductor EquipmentSemiconductors & Semiconductor Equipment | Bell Global Equities Fund 2025 Q3 (ASML) The Dutch semiconductor equipment manufacturer benefited from renewed investor interest amid strong AI-related demand, with several analysts upgrading the stock after a challenging year to date. While management reset... | BULL | View Pitch → |
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Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.