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 |
|---|---|---|---|---|
Mott Capital Management Michael Kramer | “Grail's stock declined after its cancer screening test failed to meet its early-stage endpoints, though it succeeded in detecting stage 3 cases. The manager believes upcoming clinical presentations will clarify the data, trigger a stock recovery, and support the long-term potential of the company's technology.” | BULL | Q1 2026 May 11, 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.
