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 |
|---|---|---|---|
“Next Century Growth Investors reported underperformance across most strategies in Q1 2025, with their micro cap strategy declining 14.75% versus the Russell Microcap Growth Index's 17.74% decline. The firm attributes...” | Q1 2025 Mar 31, 2025 | Preview | |
“Next Century Growth Investors delivered a 4.75% return in Q4 2023 for their Small Cap Growth strategy, bringing full-year performance to 14.83% net of fees, though underperforming the Russell 2000 Growth Index which returned 18.65% for the year. The firm maintains...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CSTL.(2 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.
