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 |
|---|---|---|---|
“Continuing the theme of being too early, in our Q1 commentary, we mentioned initiating a position in Sartorius during the quarter and adding more in early Q2. Following the company's...” | Q2 2024 Jun 30, 2024 | Preview | |
“American Century's International Growth Fund returned -2.17% in Q2 2024, underperforming the MSCI EAFE benchmark's -0.42% return. The fund focuses...” | Q2 2024 Jun 30, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SRT3.DE.(5 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.
