← All companies

Microsoft

Sector Information Technology

149 letters mention Microsoft, from 15 managers. Page 5 of 8.

• Q2 2020 Mayar Capital · Q2 2020 letter ↗ Abdulaziz Alnaim · mentioned 5 times
• Q2 2020 Vltava Fund · The dam has broken ↗ Daniel Gladiš · mentioned 2 times
• Q1 2020 Wedgewood Partners · Q1 2020 letter ↗ David Rolfe · mentioned 20 times
• Q1 2020 Fundsmith · March 2020 letter ↗ Terry Smith · mentioned once
• Q1 2020 Mayar Capital · Q1 2020 letter ↗ Abdulaziz Alnaim · mentioned once
• Q4 2019 Greenhaven Road Capital · Q4 2019 letter ↗ Scott Miller · mentioned 7 times
• Q4 2019 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 4 times
• 2019 Giverny Capital · Annual letter ↗ François Rochon · mentioned 4 times
• 2019 Fundsmith · Annual letter ↗ Terry Smith · mentioned 4 times
• Q4 2019 Horos Asset Management · Q4 2019 letter ↗ Javier Ruiz · mentioned 3 times
• Q4 2019 Mayar Capital · Q4 2019 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• Q4 2019 Saga Partners · Q4 2019 letter ↗ Joe Frankenfield · mentioned 2 times
• Q3 2019 Wedgewood Partners · Q3 2019 letter ↗ David Rolfe · mentioned 5 times
• Q3 2019 Mayar Capital · Q3 2019 letter ↗ Abdulaziz Alnaim · mentioned once
• H1 2019 Emeth Value Capital · H1 2019 letter ↗ Andrew Carreon · mentioned 9 times
• Q2 2019 Horos Asset Management · Q2 2019 letter ↗ Javier Ruiz · mentioned 5 times
• Q2 2019 Greenhaven Road Capital · Q2 2019 letter ↗ Scott Miller · mentioned 3 times
• H1 2019 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned 2 times
• Q2 2019 Mayar Capital · Q2 2019 letter ↗ Abdulaziz Alnaim · mentioned once
• Q1 2019 Greenhaven Road Capital · Q1 2019 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.