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Microsoft

Sector Information Technology

149 letters mention Microsoft, from 15 managers. Page 1 of 8.

• Q3 2026 Wedgewood Partners · Q3 2026 letter ↗ David Rolfe · mentioned 8 times
• Q3 2026 Vltava Fund · Tadej Pogačar and investing in stocks ↗ Daniel Gladiš · mentioned 2 times
• Q3 2026 Mayar Capital · Q3 2026 letter ↗ Abdulaziz Alnaim · mentioned once
• Q2 2026 Horos Asset Management · Q2 2026 letter ↗ Javier Ruiz · mentioned 3 times
• H1 2026 Fundsmith · Semi-annual letter ↗ Terry Smith · mentioned 3 times
• Q2 2026 Hayden Capital · Q2 2026 letter ↗ Fred Liu · mentioned once
• H1 2026 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned once
• Q1 2026 Horos Asset Management · Q1 2026 letter ↗ Javier Ruiz · mentioned once
• Q1 2026 Laughing Water Capital · Q1 2026 letter ↗ Matthew Sweeney · mentioned once
• 2025 Fundsmith · Annual letter ↗ Terry Smith · mentioned 5 times
• Q4 2025 Wedgewood Partners · Annual letter ↗ David Rolfe · mentioned 2 times
• 2025 Giverny Capital · Annual letter ↗ François Rochon · mentioned once
• Q3 2025 Horos Asset Management · Q3 2025 letter ↗ Javier Ruiz · mentioned 4 times
• Q3 2025 Hinde Group · Q3 2025 letter ↗ Marc Werres · mentioned once
• H1 2025 Emeth Value Capital · H1 2025 letter ↗ Andrew Carreon · mentioned 70 times
• Q2 2025 Wedgewood Partners · Q2 2025 letter ↗ David Rolfe · mentioned 7 times
• Q2 2025 Greenhaven Road Capital · Q2 2025 · Partners Fund ↗ Scott Miller · mentioned 4 times
• H1 2025 Fundsmith · Semi-annual letter ↗ Terry Smith · mentioned once
• Q1 2025 Horos Asset Management · Q1 2025 letter ↗ Javier Ruiz · mentioned 4 times
• 2024 Fundsmith · Annual letter ↗ Terry Smith · mentioned 5 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.