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 |
|---|---|---|---|
“Mondrian maintains an overweight position in Japanese equities, benefiting from the market's resurgence driven by corporate governance reforms led by the Tokyo Stock Exchange. The TSE is...” | Q2 2023 Jun 30, 2023 | Preview | |
“Antipodes Global Fund underperformed its benchmark in Q3 2025 but continues to significantly outperform year-to-date and over 12 months. The portfolio benefited...” | Q3 2025 Sep 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $6702.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.
