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 |
|---|---|---|---|
“Sansan is a Japanese company held in the portfolio that the managers appreciate for its customer loyalty and network effects.” | Q4 2024 Dec 31, 2024 | Preview | |
“Lakehouse Global Growth Fund delivered a 0.9% net return in September versus 0.1% for its benchmark, continuing its strong long-term track record with 16.5% annualized returns since inception versus 11.3% for the benchmark. The fund maintains...” | Q3 2024 Sep 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $4443.T.(1 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.
