HF Best Ideas
Analyses
Quarterly Letters
✦
Warren AI
Analyses
Quarterly Letters
✦
Warren AI
Every fund on this company
Microsoft in 85 fund letters
→
Also pitched by Mar Vista U.S. Quality Premier Portfolio
Taiwan Semiconductor Manufacturing Co Ltd
TSM
Alphabet Inc.
GOOGL
SAP SE
SAP.DE
QXO, Inc.
QXO
GE Aerospace
GE
Microsoft — Mar Vista U.S. Quality Premier Portfolio — Mar 2026 · HF Best Ideas
Microsoft — Mar Vista U.S. Quality Premier Portfolio — Mar 2026 · HF Best Ideas