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 |
|---|---|---|---|---|
Baron FinTech Fund Josh Saltman | “Bank of America Corporation was a top contributor to performance for the quarter. We initiated a position in Bank of America during the quarter. Both are industry leaders gaining share in large global markets with trusted brands and leading returns on equity. Both companies serve affluent consumers and businesses and are benefiting from solid economic growth and benign credit conditions. Share price pullbacks during the quarter enabled us to purchase these dominant franchises at attractive valuations.” | BULL | Q2 2026 Aug 26, 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.
