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Sector Information Technology

149 letters mention Microsoft, from 15 managers. Page 7 of 8.

• Q2 2017 Mayar Capital · Q2 2017 letter ↗ Abdulaziz Alnaim · mentioned once
• Q1 2017 Wedgewood Partners · Q1 2017 letter ↗ David Rolfe · mentioned 2 times
• Q1 2017 Hinde Group · Q1 2017 letter ↗ Marc Werres · mentioned once
• Q1 2017 Vltava Fund · A bit about Trump, a bit about the Koruna ↗ Daniel Gladiš · mentioned once
• Q3 2016 Wedgewood Partners · Q3 2016 letter ↗ David Rolfe · mentioned once
• Q2 2016 Greenhaven Road Capital · Q2 2016 letter ↗ Scott Miller · mentioned once
• 2015 Fundsmith · Annual letter ↗ Terry Smith · mentioned once
• Q3 2015 Greenhaven Road Capital · Q3 2015 letter ↗ Scott Miller · mentioned once
• 2014 Fundsmith · Annual letter ↗ Terry Smith · mentioned 2 times
• Q3 2014 Mayar Capital · Q3 2014 letter ↗ Abdulaziz Alnaim · mentioned once
• Q2 2014 Vltava Fund · Sixty-three ↗ Daniel Gladiš · mentioned 4 times
• Q2 2014 Mayar Capital · Q2 2014 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• Q1 2014 Mayar Capital · Q1 2014 letter ↗ Abdulaziz Alnaim · mentioned once
• Q4 2013 Mayar Capital · Q4 2013 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• 2013 Fundsmith · Annual letter ↗ Terry Smith · mentioned once
• Q3 2013 Mayar Capital · Q3 2013 letter ↗ Abdulaziz Alnaim · mentioned 3 times
• Q2 2013 Mayar Capital · Q2 2013 letter ↗ Abdulaziz Alnaim · mentioned 3 times
• Q1 2013 Mayar Capital · Q1 2013 letter ↗ Abdulaziz Alnaim · mentioned once
• Q4 2012 Mayar Capital · Q4 2012 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• Q3 2012 Mayar Capital · Q3 2012 letter ↗ Abdulaziz Alnaim · mentioned 2 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.