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 |
|---|---|---|---|
“Viking Therapeutics, Inc. was listed as a primary performance detractor during the quarter despite being a top active weight. The manager maintains...” | Q2 2024 Jun 30, 2024 | Preview | |
“Bumbershoot Holdings generated a 5.82% gross return in 2023, bringing cumulative returns to 114.7% since inception. The fund faced...” | Q4 2023 Mar 1, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $VKTX.(3 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.
