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 |
|---|---|---|---|
“The Saga Portfolio increased 40.2% net in H2 2023 and 204.6% for the full year, though cumulative returns since 2017 inception remain below the S&P 500 at 69.3% versus 141.4%. Manager Joe Frankenfield...” | Q1 2024 Mar 31, 2024 | Preview | |
“BlackRock Innovation and Growth Term Trust returned 1.01% on NAV during Q4 2024, underperforming the Russell 2500 Growth Index. The fund maintains...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $GDRX.(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.
