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 |
|---|---|---|---|
“Kraken Robotics represents the fund's largest position at 14.3% of NAV in the defense technology segment and was the best performing position in Q1 with a 4.1% contribution.” | Q1 2026 Mar 31, 2026 | Preview | |
“Top contributor for the second consecutive quarter; strong performance driven by growing excitement for its battery and sensor business.” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $KRKNF.(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.
