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Software
| Quarter | Letter Date | Fund Name | Letter | Theme | Tickers | Keyword |
|---|---|---|---|---|---|---|
| 2025 Q3 | Oct 14, 2025 |
Vulcan Value Partners – Focus C.T. Fitzpatrick
|
View | Value Investing, AI Adoption, Software | FI, GOOG, MEDP | Artificial Intelligence, Cloud, Enterprise, software, value |