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 |
|---|---|---|---|---|
Adestella Investment Management Andrew Jakubowski | “Dell is the fund's largest position, driven by robust secular tailwinds in its Infrastructure Solutions Group (ISG), which provides AI-optimized servers. The company raised its guidance, and the manager believes it remains undervalued at 22x earnings, supported by founder alignment and competitor headwinds.” | NEUTRAL | Q2 2026 Jul 2, 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.
