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 |
|---|---|---|---|
“Tarsus Pharmaceuticals, a commercial-stage company focused on eye care, declined -10% despite continued commercial progress for its demodex blepharitis treatment, XDEMVY. While actual script...” | Q2 2026 Jul 28, 2026 | Preview | |
“RTW Biotech Opportunities delivered a -7.3% quarterly return and -4.6% for 2024, while celebrating its fifth anniversary with an 86.3% five-year NAV return that outperformed biotech indices. The fund maintains...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $TARS.(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.
