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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Smoak Capital Management Daniel B. Smoak | “M-up Holdings (JP:3661) is the dominant fan club operator in Japan. They work with artists, entertainers, and other Japanese idols to establish and grow their fan clubs and importantly” | NEUTRAL | Q2 2026 Aug 6, 2026 | View Pitch |
Smoak Capital Management Daniel B. Smoak | “M-up Holdings (JP:3661) is the dominant fan club operator in Japan. They work with artists, entertainers, and other Japanese idols to establish and grow their fan cl...” | BULL | Q2 2026 Aug 6, 2026 | View Pitch |
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.
