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 3% for the quarter and 14% for the year, benefiting from broad strength across semiconductor holdings and strong performance from Chinese e-commerce platform PDD. The fund increased...” | Q4 2023 Dec 31, 2023 | Preview | |
“The Platinum Asia Fund returned 4.4% for the quarter, with China being a strong contributor as the economy reopened from COVID lockdowns. Key holdings like...” | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ZTO.(7 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.