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 |
|---|---|---|---|
“Semiconductor capital equipment maker Tokyo Electron doubled in the quarter while Dutch semi cap names ASML and ASM International as well as Japan's Lasertec also delivered strong gains.” | Q2 2026 Jun 30, 2026 | Preview | |
“Within semis, Trust holdings Monolithic Power Systems, Inc. and ASM International NV both had strong returns during the quarter, fueled by continued excitement around artificial intelligence.” | Q2 2024 Jun 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ASMIY.
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.
