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 |
|---|---|---|---|
“Jacob Asset Management maintains an optimistic stance on small-cap equities despite Q1 market volatility driven by tariff policy concerns. The firm views...” Co-mentioned:$GRAB | Q1 2025 Apr 30, 2025 | Preview | |
“RiverPark Large Growth Fund delivered exceptional performance in Q4 2023, returning 19.74% versus 14.16% for the Russell 1000 Growth index, driven by strong fundamentals across portfolio companies and favorable macro conditions. The fund's 51.57%...” | Q4 2023 Dec 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SNAP.(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.
