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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Meridian Hedged Equity Fund ArrowMark Colorado Holdings LLC | “Aurora Innovation, Inc. is a transportation technology company focused on developing the Aurora Driver, a self-driving system designed to operate multiple vehicle types including freight trucks and passenger cars. The company primarily employs a Driver as a Service (DaaS) business model, partnering with industry leaders to enable the commercialization of autonomous trucking at scale. Performance was fueled by critical commercial milestones, including the launch of driverless hauls for McLane Company and an agreement with Hirschbach Motor Lines for a future fleet of 500 autonomous trucks. Additionally, the company reaching its final validation phase for driverless operations and the expansion of its freight network to include new routes such as Dallas to Oklahoma City.” | NEUTRAL | Q2 2026 Sep 2, 2026 | View Pitch |
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.