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 |
|---|---|---|---|
“Mountain Vista maintains a neutral outlook following Q2's extreme volatility triggered by President Trump's Liberation Day tariff announcement. While the S&P...” | Q1 2025 Jul 8, 2025 | Preview | |
“Crossroads Capital delivered 25.4% net returns in 2023, outperforming small-cap benchmarks by 10.8-16.4% despite owning none of the Magnificent Seven. The fund's outperformance...” | Q4 2023 Apr 1, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $XLK.(1 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.
