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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Wasatch Micro Cap Fund Ken Korngiebel, Thomas Bradley, Natalie Pesqué | “TriSalus Life Sciences, Inc. (TLSI) is an oncology-focused medical technology company. The company specializes in catheters that enable the delivery of a more concentrated dose of chemotherapy for liver and pancreatic cancer patients. TriSalus posted a significant miss on revenues and lowered guidance during the quarter, citing the impact of a Salesforce reorganization and delayed FDA review of its next-generation device. Upon revisiting our investment thesis, we became less certain of the company's total addressable market going forward, as cancer treatment trends move toward radiation at the expense of chemotherapy. We exited the position in the quarter.” | NEUTRAL | Q2 2026 Jul 25, 2026 | View Pitch |
Micro Cap Fund Commentary 2 Portfolio Manager | “The oncology company reported weak revenues and lowered guidance due to organizational restructuring and delayed regulatory approvals for its catheter systems. Additionally, the manager exited the position after concluding that the industry's shift toward radiation therapy limits the market potential for the company's chemotherapy devices.” | BEAR | Q2 2026 Jun 30, 2026 | View Pitch |
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.
