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 |
|---|---|---|---|---|
Alphyn Capital Management Samer Hakoura | “The investment thesis for Cirata was broken due to a persistent failure to achieve repeatable growth in its core data integration business. Despite management's effective cost-cutting measures and non-core divestments, new contract wins were too insignificant. Consequently, the manager fully exited the position to harvest tax losses and reallocate capital.” | BEAR | Q3 2025 Oct 1, 2025 | 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.