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 |
|---|---|---|---|
“TimesSquare's small cap growth strategy outperformed in a volatile Q1 marked by trade policy uncertainty and AI infrastructure concerns. Strong performers included...” | Q1 2025 Mar 31, 2025 | Preview | |
“Added to the holding on a -19% pullback triggered by a short seller's report questioning the safety of its Vykat treatment. The investment team...” | Q3 2025 Sep 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SLNO.(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.