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 |
|---|---|---|---|
“Conestoga's Mid Cap Composite declined 4.63% in Q4 2024, trailing the Russell Mid Cap Growth Index return of 8.14%, primarily due to not owning high-flying benchmark names like Palantir and AppLovin which surged over 100%. The unusual quarter...” | Q4 2024 Dec 31, 2024 | Preview | |
“Conestoga's Micro Cap Growth Composite declined 13.34% net of fees in Q3 2023, underperforming the Russell Micro Cap Growth Index's 11.95% decline. The challenging performance...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $PRO.(6 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.
