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 Asia Fund returned 1.5% in Q1 2025, outperforming amid volatile markets driven by tariff uncertainty and AI developments. Strong performance from...” | Q1 2025 Mar 31, 2025 | Preview | |
“The Platinum Asia Fund returned -2.3% for the quarter as semiconductor holdings recovered strongly while Chinese property developers remained weak. The fund's semiconductor...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $1109.HK.(3 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.