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 |
|---|---|---|---|
“On top of that, consensus does not model Rubin demand from Unitech Printed Circuit Board (3037.TT), Zhen Ding (4958.TT), and Ding Ying Electronics (2397.TT), nor the emerging through-hole CCD mandate from Google ASIC and NVIDIA PCB designs, where sub-10 micron hole diameters now require CCD precision or risk scrapping entire boards.” | Q1 2026 Mar 31, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $3037.TW.
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.
