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 |
|---|---|---|---|
“Enovix was the single worst performer, dragging the portfolio down 2.4% due to stale fundamentals and a thinning tape. The thesis depends...” | Q1 2026 May 15, 2026 | Preview | |
“Long Cast Advisers returned 9% net in 1Q24, bringing cumulative returns since inception to 188% net (13% CAGR), outperforming small-cap indices. The manager employs...” | Q1 2024 May 1, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ENVX.(7 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.
