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 |
|---|---|---|---|
“The iShares Semiconductor ETF (SOXX) rose 40.4%, its largest monthly return in the fund's 25-year history.” | Q1 2026 Mar 31, 2026 | Preview | |
“Alpine Capital delivered strong Q3 performance as global markets rallied on Fed rate cuts and AI spending momentum. The manager executed...” | Q4 2023 Oct 28, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SOXX.(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.
