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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Bronte Capital Amalthea Fund John Hempton | “The fund maintained a short position in Karuna Therapeutics based on skepticism over Phase 3 clinical trial design for its schizophrenia drug KarXT. The short generated losses after Bristol-Myers Squibb announced an acquisition offer of $14 billion for the company ahead of FDA approval.” | BEAR | Q4 2023 Dec 31, 2023 | View Pitch |
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.
