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 IREN Ltd. (IREN) complex was the second largest contributor for the quarter, gaining basis after the company announced it had secured additional funding for its data center expansion.” | Q1 2026 Apr 28, 2026 | Preview | |
“An Australian-based bitcoin miner scaling rapidly within AI and high-performance computing segments with a development pipeline exceeding 3 gigawatts of power, attracting hyperscaler interest.” | Q2 2025 Jun 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $IREN.
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.
