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 fund outperformed in Q1 2025 with strong telecommunications holdings led by T-Mobile US and Deutsche Telekom offsetting weakness in Alphabet and SoftBank. The portfolio remains...” | Q1 2025 Mar 31, 2025 | Preview | |
“The fund returned 0.11% in Q4 and 22.58% for 2024, driven by telecommunications deals and digital platform strength. Telephone & Data...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ATEX.(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.