Institutional ticker directory tracking stock mentions, long/short ideas, and high-conviction pitches extracted from quarterly hedge fund letters.
| Ticker | Company | Sector | Industry | Pitches | Stance |
|---|---|---|---|---|---|
| Fund / Manager | Letter Commentary & Co-Mentions | Period / Date | Action |
|---|---|---|---|
“The Platinum International Fund returned -0.2% for the quarter, with strong contributions from pulp producers Suzano and UPM due to higher pulp prices, Chinese e-commerce company PDD Holdings which delivered strong earnings, and UBS Group which rallied on confidence in its Credit Suisse acquisition. Detractors included airlines...” | Q3 2023 Sep 30, 2023 | Preview | |
“The Platinum Asia Fund declined 2% during the quarter, with strong performance from Indian property developer Macrotech and Chinese e-commerce company PDD Holdings offset by weakness in Korean battery company LG Chem and some Chinese holdings. The fund is...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $000001.SZ.
Each excerpt above is the manager's commentary on this ticker specifically. The full letter has the rest of their portfolio thinking, risk discussion, and broader institutional context.
