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 |
|---|---|---|---|
“Shares of Tempus AI detracted from fund performance this quarter in the face of meaningful negative company or sector news. Essentially, a broader...” | Q1 2026 Mar 31, 2026 | Preview | |
“ARK's Q1 2025 commentary presents a thesis that disruptive innovation will overcome current economic headwinds. Despite broad equity...” | Q1 2025 Apr 16, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $TEM.(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.
