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 |
|---|---|---|---|---|
Meridian Small Cap Growth Fund Chad Meade | “Veracyte, Inc. (VCYT) is a profitable genomic diagnostics company anchored by its Decipher prostate cancer test and Afirma thyroid test, supported by a deep base of proprietary clinical evidence. We own it for its durable, volume-driven testing revenue, expanding menu, and a defensible competitive moat built over more than a decade of evidence generation. Shares advanced sharply during the quarter after a strong earnings beat and raised full-year guidance, underpinned by continued double-digit volume growth in Decipher and improved Afirma performance following a workflow upgrade that reduced its no-result rate. Two upcoming launches—Prosigna in breast cancer and the TrueMRD platform in bladder cancer—together with a steady cadence of clinical data, reinforced confidence in a multi-year growth runway.” | NEUTRAL | Q2 2026 Jul 28, 2026 | View Pitch |
Meridian Small Cap Growth Fund Chad Meade | “Veracyte is a cancer diagnostics developer whose shares dropped following news of potentially ending funding for its loss-making French subsidiary. The manager considers this headwind and minor pipeline delays highly manageable, especially given strong top- and bottom-line results and improving profitability. Consequently, the fund added to its position during the quarter.” | BULL | Q1 2025 Mar 31, 2025 | 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.