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Baron Funds Comments on ASML Holding N.V.

ASML Holding N.V. ( ASML ) is a unique, near-monopoly company in semiconductor manufacturing. ASML's equipment, which prints the tiniest circuits for chips, is used by nearly every manufacturer. Over the next few years, ASML plans to roll out equipment that can print circuits smaller than any other company. We believe over time its equipment will become indispensable and earnings will grow rapidly. Shares were up in the first quarter after management stated on its earnings call that it expects equipment orders to accelerate in the second half of -…-6.

From Baron Fifth Avenue Growth Fund first quarter commentary -…-6.

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Note of portfolio 56--6

Note of portfolio 56--4

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ILMN 15-Year Financial Data

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ALXN 15-Year Financial Data

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AMZN 15-Year Financial Data

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ASML 15-Year Financial Data

The intrinsic value of ASML

Peter Lynch Chart of ASML

Note of portfolio 56-78

Note of portfolio 56---

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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.


The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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