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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Oakmark Global Select Fund David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. Sitarz | “ASPEED Technology is benefiting from significant tailwinds in the AI infrastructure buildout, resulting in explosive monthly revenue growth. The demand is driven by both overall server manufacturing growth and a higher density of management chips needed per server, which, combined with higher selling prices, is boosting earnings.” | BULL | Q2 2026 Jul 15, 2026 | View Pitch |
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.
