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Microsoft

Sector Information Technology

149 letters mention Microsoft, from 15 managers. Page 4 of 8.

• Q3 2022 Horos Asset Management · Q3 2022 letter ↗ Javier Ruiz · mentioned once
• H1 2022 Fundsmith · Semi-annual letter ↗ Terry Smith · mentioned 4 times
• Q2 2022 Horos Asset Management · Q2 2022 letter ↗ Javier Ruiz · mentioned 2 times
• Q2 2022 Saga Partners · Q2 2022 letter ↗ Joe Frankenfield · mentioned once
• Q1 2022 Horos Asset Management · Q1 2022 letter ↗ Javier Ruiz · mentioned once
• Q4 2021 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 7 times
• 2021 Giverny Capital · Annual letter ↗ François Rochon · mentioned 2 times
• 2021 Fundsmith · Annual letter ↗ Terry Smith · mentioned 2 times
• Q4 2021 Hayden Capital · Q4 2021 letter ↗ Fred Liu · mentioned once
• H1 2021 Fundsmith · Semi-annual letter ↗ Terry Smith · mentioned once
• Q1 2021 Hayden Capital · Q1 2021 letter ↗ Fred Liu · mentioned once
• Q1 2021 Greenhaven Road Capital · Q1 2021 letter ↗ Scott Miller · mentioned once
• H2 2020 Saga Partners · H2 2020 letter ↗ Joe Frankenfield · mentioned 9 times
• Q4 2020 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 5 times
• 2020 Fundsmith · Annual letter ↗ Terry Smith · mentioned 4 times
• 2020 Maran Capital · 2020 letter ↗ Dan Roller · mentioned once
• Q3 2020 Vltava Fund · Techno party ↗ Daniel Gladiš · mentioned 10 times
• Q3 2020 Wedgewood Partners · Q3 2020 letter ↗ David Rolfe · mentioned 4 times
• Q3 2020 Horos Asset Management · Q3 2020 letter ↗ Javier Ruiz · mentioned 4 times
• Q3 2020 Greenhaven Road Capital · Q3 2020 letter ↗ Scott Miller · mentioned once

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.