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 |
|---|---|---|---|---|
Cedar Grove Capital Management Paul Cerro | “During the quarter, we increased our positions in Nektar Therapeutics (NKTR), Abivax SA (ABVX), The Oncology Institute (TOI), and Evolv Technologies (EVLV). NKTR and ABVX had good clinical data reported, which we talk about at the end, while EVLV delivered outstanding earnings and showed that the demand and growth for weapons detection systems is alive and well. Lastly, Nektar Therapeutics released its positive alopecia areata trial data in April that showed its second indication for its Rezpeg drug could be a viable option. The stock rallied ~50% on the news but has since receded to near our original cost basis. Like ABVX, we unfortunately did not receive any benefit from positive trial data. NKTR will also need more time.” | NEUTRAL | Q2 2026 Jul 15, 2026 | 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.
