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 |
|---|---|---|---|
“Baron Health Care Fund returned 5.39% in Q3 2025, matching the Russell 3000 Health Care Index's 5.05% gain. Strong stock selection...” | Q1 2025 Mar 31, 2025 | Preview | |
“Baron Health Care Fund gained 5.39% in Q3 2025, performing similarly to its benchmark. Strong stock selection...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CDTX.(5 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.
