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 |
|---|---|---|---|---|
Artisan Global Discovery Jason White | “PROCEPT BioRobotics develops robotic systems for treating benign prostatic hyperplasia and is rapidly expanding in a largely underpenetrated market, supported by strong clinical evidence, improving insurance coverage and superior outcomes. Shares fell despite reporting 55% year-over-year revenue growth and rising margins, due to the unexpected retirement of its CEO. We view the appointment of new CEO Larry Wood, a former Edwards Lifesciences executive, as a meaningful upgrade to lead the company's next phase of growth. BSD Analysis: The fund is bullish on PRCT's category leadership and TAM expansion, viewing leadership change as an upgrade. Strong growth (>50% YoY) and improving margins suggest operating leverage; coverage improvements are catalysts.” | BULL | Q3 2025 Oct 22, 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.
