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 |
|---|---|---|---|
“Lansdowne European Fund returned 6.99% in Q1 2024, slightly underperforming the MSCI Europe benchmark's 7.63%. The fund maintains...” | Q1 2024 Mar 31, 2024 | Preview | |
“Baillie Gifford's International Growth Fund fell 6% in Q1 2026 as AI disruption fears hammered software holdings, though semiconductor infrastructure benefited from AI capital intensity. Managers are broadening...” | Q1 2026 Mar 31, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SIK.SW.(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.
