Here’s Why Bristlemoon Global Fund Decided to Establish a Position in ASML Holding N.V. (ASML)

Fund Performance - Bristlemoon Global Fund returned 5.0% in the September quarter and 5.6% for September 2025, net of fees [1] - Since inception, the fund has produced a cumulative return of 19.3%, net of fees [1] Company Highlight: ASML Holding N.V. - ASML Holding N.V. is a Dutch company that develops, assembles, and sells photolithography machines used in semiconductor fabrication [3] - ASML is the sole supplier of Extreme Ultraviolet (EUV) lithography machines, utilized by major companies like TSMC and Intel for advanced chip fabrication [3] - The company also holds an effective monopoly over Deep Ultraviolet (DUV) machines, which are essential in semiconductor manufacturing [3] Stock Performance - ASML Holding N.V. had a one-month return of 7.94% and a 52-week gain of 7.33% [2] - On October 10, 2025, ASML's stock closed at $936.19 per share, with a market capitalization of $383.584 billion [2]