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 |
|---|---|---|---|
“For the decliners, all three Chinese companies (Meituan, Tencent, and JD) saw declines from the October highs due to weaker Chinese economic data and a lack of government follow-through. Admittedly, we bought...” | Q4 2024 Dec 31, 2024 | Preview | |
“Meituan Dianping comprises 3.4% of total assets in the portfolio.” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $3690.HK.(27 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.
