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 |
|---|---|---|---|
“Next Century Growth Investors' SMID Cap Growth strategy declined 14.13% in Q1 2025, underperforming the Russell 2500 Growth Index which fell 10.79%. The underperformance was...” | Q1 2025 Mar 31, 2025 | Preview | |
“Next Century Growth Investors' small cap growth strategy underperformed in Q1 2025, declining 12.99% net versus the Russell 2000 Growth Index's 11.11% decline. The underperformance was...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $OS.(2 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.
