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 market consequence is the software stocks have fallen with the iShares Expanded Tech-Software ETF (IGV) down over 30% since its high in October last year.” | Q1 2026 Apr 7, 2026 | Preview | |
“RiverPark Long/Short Opportunity Fund delivered strong performance in Q4 2024, gaining 4.3% versus 2.4% for the S&P 500, driven primarily by technology holdings benefiting from artificial intelligence trends. The fund's core...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $IGV.(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.
