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 |
|---|---|---|---|
“The Platinum Global Fund returned 9.7% in Q1 2023, driven by strong performance in travel, semiconductors, and Chinese equities. Travel stocks led...” | Q1 2023 Mar 31, 2023 | Preview | |
“The Platinum International Fund returned -0.2% for the quarter, with strong contributions from pulp producers Suzano and UPM due to higher pulp prices, Chinese e-commerce company PDD Holdings which delivered strong earnings, and UBS Group which rallied on confidence in its Credit Suisse acquisition. Detractors included airlines...” | Q3 2023 Sep 30, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $WIZZ.L.(11 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.
