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ASML

ASML Holding N.V.

Sector: technologySemiconductorsNASDAQMarket Cap: $569.61B

ASML Holding N.V. designs and manufactures advanced photolithography systems for semiconductor production, with a dominant political signal being concentrated congressional trading activity (16 trades by 4 members in 12 months, net sales bias) and one executive branch sale, against a backdrop of zero federal contracts, lobbying, or corporate insider buys.

Govt Dependence
5/100
Regulatory Density
65/100
Lobbying Intensity
0/100
Political Signal
BEARISH

BusinessWhat ASML does

ASML is a Dutch company that develops and produces lithography machines used by chipmakers to create integrated circuits. Its revenue is derived from the sale of extreme ultraviolet (EUV) and deep ultraviolet (DUV) lithography systems, along with associated services and installed base management. The company holds a near-monopoly in EUV lithography, critical for advanced semiconductor manufacturing.

6 months past · 3 months futureASML activity timeline

$1572$1265$958 DecJan '26FebMarAprMayJunJulAug ↓ PAST — recorded activity ↑ FUTURE — scheduled markups · pending votes TODAY · May 18 $1526.51 hi $987.82 lo $1427.02 CONGRESS 30 INSIDERS 0 13F FUNDS 30 BILLS 56 Michael T. McCaul (R) · Sale · 2026-04-06Michael T. McCaul (R) · Sale · 2026-04-17Jared Moskowitz (D) · Purchase · 2026-03-23Jared Moskowitz (D) · Purchase · 2026-03-31Michael T. McCaul (R) · Sale · 2026-03-31Gilbert Ray Cisneros (D) · Purchase · 2026-01-30Michael T. McCaul (R) · Sale · 2026-01-13Michael T. McCaul (R) · Sale · 2026-01-15Michael T. McCaul (R) · Sale · 2026-01-26Michael T. McCaul (R) · Sale · 2026-01-30Michael T. McCaul (R) · Sale · 2025-11-19Ro Khanna (D) · Sale · 2025-11-14 Citadel Advisors · OPENED $963M · 2025-12-31Lone Pine Capital · OPENED $647M · 2025-12-31D.E. Shaw & Co. · OPENED $119M · 2025-12-31Bridgewater Associates · OPENED $92M · 2025-12-31Appaloosa Management · OPENED $67M · 2025-12-31 HR.2152 · markup · 2026-05-13 MARKUP · Senate Homeland Security and Governmental Affairs · 2026-05-19MARKUP · Senate Armed Services · 2026-05-19MARKUP · House Armed Services · 2026-05-19MARKUP · Senate Commerce, Science, and Transportation Subcommittee on · 2026-05-19MARKUP · Senate Judiciary Subcommittee on Constitution · 2026-05-19MARKUP · Senate Armed Services Subcommittee on Emerging Threats and C · 2026-05-19MARKUP · Senate Intelligence (Select) · 2026-05-19MARKUP · House Intelligence (Permanent Select) · 2026-05-20MARKUP · Senate Commerce, Science, and Transportation Subcommittee on · 2026-05-20MARKUP · House Financial Services Subcommittee on Digital Assets, Fin · 2026-05-20MARKUP · House Science, Space, and Technology · 2026-05-20MARKUP · House Armed Services · 2026-05-20MARKUP · House Homeland Security · 2026-05-20MARKUP · House Judiciary · 2026-05-20MARKUP · House Education and Workforce Subcommittee on Health, Employ · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Oversight and Inve · 2026-05-20MARKUP · Senate Judiciary · 2026-05-20MARKUP · Senate Armed Services Subcommittee on Personnel · 2026-05-20MARKUP · House Energy and Commerce Subcommittee on Health · 2026-05-20MARKUP · House Financial Services Subcommittee on Capital Markets · 2026-05-20MARKUP · Senate Judiciary Subcommittee on Federal Courts, Oversight, · 2026-05-20MARKUP · Senate Small Business and Entrepreneurship · 2026-05-20MARKUP · Senate Intelligence (Select) · 2026-05-20MARKUP · Senate Armed Services · 2026-05-20MARKUP · Senate Armed Services · 2026-05-21MARKUP · House Financial Services Subcommittee on National Security, · 2026-05-21MARKUP · House Judiciary Subcommittee on Courts, Intellectual Propert · 2026-05-21MARKUP · House Small Business · 2026-05-21MARKUP · Senate Judiciary · 2026-05-21MARKUP · House Science, Space, and Technology Subcommittee on Environ · 2026-05-21MARKUP · Homeland Security Subcommittee on Cybersecurity and Infrastr · 2026-05-21
Congress
buy sell
Insider · Form 4
open-market buy
Hedge fund · 13F
opened + added − trimmed closed holds
Bills
past action (this ticker) upcoming markup (sector) carveout (this ticker)
109 trading days · 12 congressional trades shown · 0 insider buys · 5 13F filings · 1 past bill actions · 31 upcoming markups

Executive Branch ConflictsASML held by Trump-administration officials

Lifetime Government AwardsASML federal contracts

ASML doesn't hold direct federal contracts.

Verified via USASpending.gov: $0 reported in direct prime-contract awards. Companies in this position typically sell federal services indirectly through prime contractors and integrators (e.g., Lockheed Martin, Booz Allen, Microsoft Azure) or through commercial channels that don't appear in USASpending data.

Smart Money · 13F HoldingsHedge funds holding ASML

$11.70B
Total ASML held by tracked 13F funds
40
Funds with ASML positions
+40
Funds opened this quarter
Citadel Advisors $980M opened 2025-09-30
Citadel Advisors $963M opened 25 overlap 2025-12-31
Citadel Advisors $794M opened 2024-12-31
Citadel Advisors $704M opened 2025-06-30
Citadel Advisors $678M opened 2024-06-30
Lone Pine Capital $647M opened 25 overlap 2025-12-31
Citadel Advisors $639M opened 2024-03-31
Citadel Advisors $628M opened 2025-03-31
32 more 13F positions tracked · quarterly delta charts available in member dashboard

Politicians Trading ASMLMembers of Congress with recent ASML positions

12 politicians traded ASML across 98 disclosed transactions totaling $1.3M (last 730 days). Greed score = composite of trade frequency, volume & recency across the politician's entire history (not just ASML). 0-30 LOW · 30-60 MID · 60+ HIGH.

Congressional TradesWho in Congress is trading ASML

2026-04-06 Michael T. McCaul R-Texas · house Sale $1,001 - $15,000
2026-04-17 Michael T. McCaul R-Texas · house Sale $1,001 - $15,000
2026-03-23 Jared Moskowitz D-Florida · house Purchase $1,001 - $15,000
2026-03-31 Jared Moskowitz D-Florida · house Purchase $1,001 - $15,000
2026-03-31 Michael T. McCaul R-Texas · house Sale $1,001 - $15,000
2026-01-30 Gilbert Ray Cisneros D-California · house Purchase $1,001 - $15,000
2026-01-13 Michael T. McCaul R-Texas · house Sale $1,001 - $15,000
2026-01-15 Michael T. McCaul R-Texas · house Sale $1,001 - $15,000
2026-01-26 Michael T. McCaul R-Texas · house Sale $1,001 - $15,000
2026-01-30 Michael T. McCaul R-Texas · house Sale $1,001 - $15,000
2025-11-19 Michael T. McCaul R-Texas · house Sale $1,001 - $15,000
2025-11-14 Ro Khanna D-California · house Sale $1,001 - $15,000
30+ trades on file · most recent 2026-05-11

Corporate Insiders · Form 4What CEOs, CFOs, and directors are doing with their own stock

No Form 4 activity recorded in the last 180 days.

Bills Affecting ASMLLive legislation impacting this stock

Political ProfileWhere ASML sits in Washington

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STRUCTURAL: No federal contracts (get_government_precedent.federal_contracts_summary null), zero lobbying spend (get_political_influence.lobbying.total_income 0), and no corporate insider buys in 180 days (get_corporate_insider_signal.total_buys 0). EVIDENTIARY: Net selling by congressional traders (16 total trades: 14 sales, 2 purchases by 4 members) and one executive branch sale (get_executive_branch_exposure.by_ticker[0].holdings[0].transaction_type 'sale'). Net: Evidentiary signals show consistent selling by government insiders against a structurally weak political footprint.

Regulatory ExposureThreats & opportunities

Regulatory threats

  • Potential export controls on advanced lithography systems to certain regions
    Department of Commerce, Bureau of Industry and Security
    "Recent bill_impacts all in technology sector with revenue impact estimates, though impact_ratio is 0, indicating regulatory attention."

Regulatory opportunities

  • Subsidies or tax incentives for domestic semiconductor manufacturing that could drive demand for equipment
    Department of Commerce, CHIPS Program Office
    "Recent bill_impacts show multiple technology sector bills with revenue impact estimates, suggesting legislative activity affecting the industry."

Capitol Hill AlliesChampions & critics

Congressional champions

Congressional critics

Member intelligence layer

Live signals + predictions for ASML — for Founders

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Frequently AskedAbout ASML & political exposure

Does ASML Holding N.V. (ASML) hold federal contracts?
No direct prime contracts reported in USASpending.gov for ASML Holding N.V.. Companies in the semiconductor and AI hardware sectors often sell to the federal government via prime contractors and cloud resellers (Microsoft Azure, AWS, Lockheed Martin systems integration) rather than as direct primes.
Which Trump cabinet officials own ASML stock?
1 Trump cabinet members or senior White House staff have disclosed holdings in ASML on their OGE 278 financial disclosures, including Sean Duffy. See the Cabinet Conflicts panel for details.
Has Congress traded ASML stock?
202 congressional trades by 25 unique members of Congress, most recently on 2026-04-17. See the Congressional Trading panel for politician-by-politician breakdown.
What is ASML political risk profile?
Government dependence: 5/100. Lobbying intensity: 0/100. Political signal: bearish. Donor party split: R 0% / D 0%.
How does GovGreed track ASML political activity?
GovGreed integrates STOCK Act congressional trade disclosures, FEC contributions, OGE executive-branch disclosures, USASpending federal contracts, Senate LDA lobbying filings, and SEC Form 4 corporate insider trades into a single queryable graph. ASML data is updated daily from these official federal sources.