ASML Holding N.V. (ASML): A Bull Case Theory
We came across a bullish thesis on ASML Holding N.V. on Rebound Capital’s Substack. In this article, we will summarize the bulls’ thesis on ASML.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 4,352,596 | $4,213,705,207 | +3% | 1.53% |
| 2. | Eagle Capital Management Boykin Curry | 1,546,571 | $1,497,220,206 | +27% | 4.76% |
| 3. | 1,019,200 | $986,677,328 | +16% | 0.15% | |
| 4. | 861,300 | $833,815,917 | +14% | 0.13% | |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 522,173 | $505,510,460 | 0.32% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 4,187,006 | $4,053,124,576 | 0.55% | |
| 2. | 3,919,154 | $3,791,981,644 | 0.61% | |
| 3. | 2,896,879 | $2,804,440,959 | 0.16% | |
| 4. | 2,758,173 | $2,670,159,699 | 2.23% | |
| 5. | 2,289,505 | $2,216,446,895 | 7.85% |