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 |
|---|---|---|---|
“NZS Capital's Growth Strategy delivered strong Q4 2023 performance, up 16% net versus 11% for the benchmark, benefiting from rate cut expectations and broader market rally. The portfolio maintains...” | Q4 2023 Dec 31, 2023 | Preview | |
“Artisan Mid Cap Fund declined 2.95% in Q3 2023 but outperformed the Russell Midcap Growth Index's 5.22% decline through strong security selection. The portfolio was...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SWAV.(10 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.
