Edinburgh Partners - long-term equity management company with more than $2.4B assets under management. The fund released their portfolio updates and there are some interesting picks for me. 

Edinburgh Partners Ltd reported adding to its positions of:

• Baidu
• Celgene Corporation
• Chevron Corporation

Positions in the following companies appear to have been reduced:

• Microsoft Corporation

It would appear as th ough Edinburgh Partners Ltd sold all of its holdings in:

• Google Inc.
• Google Inc Class A

At the first glance it seems that they are waiting for a recession in technology and potential long-term bounce from the oil. However, the last line is more promising for Google:

Brand new positions appear to have been established in:

• Alphabet Holding Company, Inc.

• Micron Technology

So I think that their decision to reduce their number of shares in Microsoft is just the selective decision - the fund added shares of MU to its portfolio.