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 |
|---|---|---|---|
“Delta Electronics rose due to AI server demand, with liquid cooling solutions and power components supporting healthy sales growth.” | Q1 2026 Apr 24, 2026 | Preview | |
“In Taiwan, names including Delta Electronics, Accton Technology and ASE Technology performed strongly on demand for power management, networking and advanced packaging linked to AI infrastructure.” | Q1 2026 Apr 21, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $2308.TW.(15 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.