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 |
|---|---|---|---|
“Clean energy companies lifted the portfolio: Nextpower (NXT), SMA Solar (S92_GR), Enphase (ENPH), and SolarEdge (SEDG). Combined results was...” | Q2 2026 Aug 18, 2026 | Preview | |
“Baillie Gifford's Global Alpha strategy navigated a volatile Q1 2025 with a -1.4% return, using market turbulence to upgrade the portfolio with new positions. The team added...” | Q1 2025 Apr 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ENPH.(1 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.
