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 |
|---|---|---|---|---|
Carillon Eagle Small Cap Growth Fund Eric Mintz, Christopher Sassouni, David Cavanaugh | “Rambus provides technology and chips to the computer memory industry. The company's evolution from a licensing and patent business into a product-driven model is progressing well. We expect healthy growth as hyperscaler capital expenditures continue. BSD Analysis: Rambus benefits from AI infrastructure expansion and hyperscaler investments, transforming into a scalable product business. Strong IP portfolio, expanding margins, and consistent execution position it well for multi-year revenue growth.” | BULL | Q3 2025 Sep 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.
