ASML Holding N.V. (ASML) Gains from AI infrastructure Build Out

ASML Holding N.V. (ASML) Gains from AI infrastructure Build Out Soumya Eswaran Wed, June 3, 2026 at 8:14 PM GMT+7 3 min read ASML MSTR Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the first quarter of 2026 investor letter. A copy of the letter can be downloaded here. The strategy focused on delivering strong long-term performance by investing in a focused portfolio of companies that solve customer problems and provide good returns for shareholders. The first quarter of 2026 saw intensified challenges in capital markets, marked by a general weakness in risk assets and negative perceptions around the "AI loser" narrative, significantly impacting the portfolio’s concentrated holdings. Additionally, not being invested in the Energy sector contributed to the underperformance, accounting for about 20% of the Strategy s relative decline year-to-date. Overall, the Strategy experienced an absolute correction of about 8.3% in the quarter, underperforming relative to the MSCI ACWI Net Return Index’s -3.2% return. In addition, please check the fund’s top five holdings to know its best picks in 2026.

In its first-quarter 2026 investor letter, Brown Advisory Global Leaders Strategy highlighted ASML Holding N.V. (NASDAQ:ASML) as a notable contributor. ASML Holding N.V. (NASDAQ:ASML) is a Dutch-based semiconductor company that provides lithography solutions. On June 2, 2026, ASML Holding N.V. (NASDAQ:ASML) stock closed at $1,705.37 per share. One-month return of ASML Holding N.V. (NASDAQ:ASML) was 10.40%, and its shares gained 129.59% over the past 52 weeks. ASML Holding N.V. (NASDAQ:ASML) has a market capitalization of $657.28 billion.

Brown Advisory Global Leaders Strategy stated the following regarding ASML Holding N.V. (NASDAQ:ASML) in its Q1 2026 investor letter: