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 |
|---|---|---|---|
“The Insiders Fund lost 7.14% in Q1 2026, primarily due to Iran war-induced volatility, while maintaining focus on five structural investment themes. The fund's strategy...” | Q1 2026 Apr 10, 2026 | Preview | |
“Aristotle Atlantic's Core Equity Composite delivered strong first quarter performance, returning 12.02% gross and outperforming the S&P 500's 10.56% return. The outperformance was...” | Q1 2024 Mar 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ADPT.(5 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.
