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 |
|---|---|---|---|
“Astellas benefited from improved market optimism around its drug pipeline as well as the release of solid earnings results.” | Q1 2026 Mar 31, 2026 | Preview | |
“Lindsell Train's investment philosophy centers on the power of uninterrupted compounding, drawing parallels to Warren Buffett's Manhattan Island example where $24 compounded at 6.5% real returns over 397 years would yield $1.7 trillion. The fund focuses...” | Q1 2024 Apr 1, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $4503.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.
