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 |
|---|---|---|---|
“Alchip Technologies (Entry): Alchip is a leading high-performance AI/HPC Application Specific Integrated Circuit (ASIC) designer and TSMC 3DFabric Alliance member. Alchip provides exposure...” | Q2 2026 Jun 30, 2026 | Preview | |
“The largest stock contributor was Alchip Technologies in Taiwan which added about 1.4% to returns. Alchip continues to...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $3661.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.
