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 |
|---|---|---|---|
“JB Global Capital delivered 7.31% returns in Q2 2024, outperforming global markets despite ongoing underperformance from Chinese equity positions including Alibaba, JD.com, and Tencent. The fund's concentrated...” | Q2 2024 Jul 11, 2024 | Preview | |
“Vision Capital delivered exceptional performance in 2023 with a 69.9% return versus the S&P 500's 24.0%, driven by recovery from 2022's oversold valuations. Since inception in...” | Q4 2023 Jan 15, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $STNE.(7 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.
