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Sector Communication Services

276 letters mention Alphabet, from 18 managers. Page 2 of 14.

• Q4 2025 Laughing Water Capital · Q4 2025 letter ↗ Matthew Sweeney · mentioned once
• Q4 2025 Mayar Capital · Q4 2025 letter ↗ Abdulaziz Alnaim · mentioned once
• Q3 2025 Horos Asset Management · Q3 2025 letter ↗ Javier Ruiz · mentioned 8 times
• Q3 2025 Hinde Group · Q3 2025 letter ↗ Marc Werres · mentioned 5 times
• Q3 2025 Mayar Capital · Q3 2025 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• Q3 2025 Hayden Capital · Q3 2025 letter ↗ Fred Liu · mentioned once
• Q3 2025 Greenhaven Road Capital · Q3 2025 letter ↗ Scott Miller · mentioned once
• Q2 2025 Horos Asset Management · Q2 2025 letter ↗ Javier Ruiz · mentioned 8 times
• Q2 2025 Wedgewood Partners · Q2 2025 letter ↗ David Rolfe · mentioned 4 times
• Q2 2025 Hinde Group · Q2 2025 letter ↗ Marc Werres · mentioned 3 times
• H1 2025 Emeth Value Capital · H1 2025 letter ↗ Andrew Carreon · mentioned 2 times
• H1 2025 Fundsmith · Semi-annual letter ↗ Terry Smith · mentioned once
• Q2 2025 Greenhaven Road Capital · Q2 2025 letter ↗ Scott Miller · mentioned once
• Q1 2025 Hinde Group · Q1 2025 letter ↗ Marc Werres · mentioned 34 times
• Q1 2025 Horos Asset Management · Q1 2025 letter ↗ Javier Ruiz · mentioned 14 times
• Q1 2025 Mayar Capital · Q1 2025 letter ↗ Abdulaziz Alnaim · mentioned 5 times
• Q1 2025 Hayden Capital · Q1 2025 letter ↗ Fred Liu · mentioned once
• Q4 2024 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 16 times
• H2 2024 Saga Partners · H2 2024 letter ↗ Joe Frankenfield · mentioned 7 times
• Q4 2024 Hinde Group · Q4 2024 letter ↗ Marc Werres · mentioned 3 times

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.