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 |
|---|---|---|---|
“Artisan International Fund delivered strong Q1 2025 performance, beating both primary and secondary benchmarks through effective stock selection and sector positioning. The portfolio benefited...” | Q1 2025 Mar 31, 2025 | Preview | |
“South Korea-based defense company saw its share price rise considerably, driven by strength in complex precision-guided missile systems.” | Q2 2025 Jun 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $079550.KS.(1 additional institutional mentions locked).
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.
