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 |
|---|---|---|---|---|
Spyglass Capital Management Portfolio Manager | “nCino provides cloud-based banking software and serves over 2,700 financial institutions. Despite facing a sequence of external setbacks since its 2020 IPO, the company is entering its first normalized operational year, offering a clear runway for margin expansion and attractive upside relative to its current valuation.” | BULL | Q2 2025 Jun 30, 2025 | 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.
