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 |
|---|---|---|---|
“In Taiwan, names including Delta Electronics, Accton Technology and ASE Technology performed strongly on demand for power management, networking and advanced packaging linked to AI infrastructure.” | Q1 2026 Apr 21, 2026 | Preview | |
“Following on-the-ground research at the Shanghai CPCA exhibition, visiting PCB manufacturers Shenghong Technology (300476.SZ), Jingwang Electronics (603228.SS), Shennan Circuits (002916.SZ), and Zhen Ding (4958.TT), as well as all four major drilling equipment vendors including Han's Laser CNC (301200.SZ), Schmoll, and Vega, we came away with significantly higher conviction... On top of...” | Q1 2026 Mar 31, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $4958.TW.(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.
