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 |
|---|---|---|---|
“We exited Capgemini SE, a French tech consulting firm, after growing concern that its corporate clients would handle more IT work inhouse rather than outsource it.” | Q1 2026 Apr 17, 2026 | Preview | |
“France-based IT services company Capgemini declined as investors reassessed the potential impact of generative AI on traditional IT services models, particularly in application development and consulting. Although Capgemini has...” | Q1 2026 Mar 31, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CAP.PA.(15 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.
