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 principal detractors from the Fund's performance were the Fund's long positions in MA Financial, WiseTech Global and HUB24. By contrast, MA...” | Q2 2026 Jul 16, 2026 | Preview | |
“The key reason for the poor investment performance was the Fund's core positions in software companies, with HUB24, Life360, Pro Medicus, REA Group and Wisetech all recording significant declines.” | Q1 2026 Apr 16, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $HUB.AX.(2 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.
