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 |
|---|---|---|---|
“IT leaders like TCS and Infosys have seen their valuation multiples de-rate from a 2022 peak of 35x+ TTM P/E to 18x today.” | Q1 2026 Apr 12, 2026 | Preview | |
“Gymkhana Partners focuses exclusively on Indian equities, generating a 13.2% compound annual return since mid-2013 despite a -6% year-to-date performance in 2025 due to rupee depreciation. The fund maintains...” | Q4 2023 Oct 3, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $TCS.NS.(20 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.
