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 Spear Alpha ETF (SPRX) is an actively managed fund that seeks long-term capital growth by investing in companies benefiting from breakthrough trends in industrial technology. The fund focuses...” | Q3 2023 Sep 30, 2023 | Preview | |
“Added as a new position in Q3; represents >1% weighting in the sector's contribution.” | Q3 2025 Sep 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $APLD.(4 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.
