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OpenAI

Sector Information Technology

20 letters mention OpenAI, from 10 managers.

• Q3 2026 1 Main Capital · Q3 2026 letter ↗ Yaron Naymark · mentioned 2 times
• Q3 2026 Wedgewood Partners · Q3 2026 letter ↗ David Rolfe · mentioned once
• Q3 2026 Saga Partners · The Growth of Knowledge (Aug 2026) ↗ Joe Frankenfield · mentioned once
• Q2 2026 Horos Asset Management · Q2 2026 letter ↗ Javier Ruiz · mentioned 4 times
• Q2 2026 Hayden Capital · Q2 2026 letter ↗ Fred Liu · mentioned once
• H1 2026 Emeth Value Capital · H1 2026 letter ↗ Andrew Carreon · mentioned once
• Q2 2026 Hinde Group · Q2 2026 letter ↗ Marc Werres · mentioned once
• H1 2026 Moerus Capital Management · Semi-annual letter ↗ Amit Wadhwaney · mentioned once
• Q1 2026 Hayden Capital · Q1 2026 letter ↗ Fred Liu · mentioned once
• Q4 2025 Horos Asset Management · Q4 2025 letter ↗ Javier Ruiz · mentioned 15 times
• 2025 Giverny Capital · Annual letter ↗ François Rochon · mentioned 3 times
• Q4 2025 Hayden Capital · Q4 2025 letter ↗ Fred Liu · mentioned once
• Q3 2025 Horos Asset Management · Q3 2025 letter ↗ Javier Ruiz · mentioned 34 times
• Q3 2025 Hayden Capital · Q3 2025 letter ↗ Fred Liu · mentioned once
• Q1 2025 Horos Asset Management · Q1 2025 letter ↗ Javier Ruiz · mentioned 6 times
• 2023 Giverny Capital · Annual letter ↗ François Rochon · mentioned once
• Q4 2023 Horos Asset Management · Q4 2023 letter ↗ Javier Ruiz · mentioned once
• 2023 Fundsmith · Annual letter ↗ Terry Smith · mentioned once
• Q2 2023 Horos Asset Management · Q2 2023 letter ↗ Javier Ruiz · mentioned 8 times
• Q1 2023 Hayden Capital · Q1 2023 letter ↗ Fred Liu · 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.