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 |
|---|---|---|---|
“Artisan Small Cap Fund generated a negative absolute return of -4.45% in Q2 2024, underperforming the Russell 2000 Growth Index due to negative security selection in industrials and healthcare, partially offset by outperformance in consumer discretionary. The portfolio faced...” | Q2 2024 Jun 30, 2024 | Preview | |
“Though drug efficacy remains encouraging, the position was exited due to operational challenges that led to concerns regarding the company's capital structure.” | Q2 2025 Jul 22, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $IOVA.
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.
