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 |
|---|---|---|---|
“Vision Capital delivered exceptional performance in 2023 with a 69.9% return versus the S&P 500's 24.0%, driven by recovery from 2022's oversold valuations. Since inception in...” | Q4 2023 Jan 15, 2024 | Preview | |
“Bonsai Partners delivered 12.3% net returns in Q4 2023, slightly outperforming the S&P 500's 11.7%. The year marked...” | Q4 2023 Feb 19, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ESTC.(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.
