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 |
|---|---|---|---|
“Alibaba Group Holding makes up 4.3% of portfolio assets under consumer discretionary.” | Q4 2024 Dec 31, 2024 | Preview | |
“ACATIS delivered strong September performance driven by AI infrastructure investments, with semiconductor equipment manufacturers like Lam Research, Lasertec, and TSMC posting exceptional gains. The fund capitalized...” | Q1 2023 Oct 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $9988.HK.(9 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.
