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 |
|---|---|---|---|
“Portfolio outperformed with +1.2% vs S&P -4.6% in Q1 by focusing on quality businesses like ASML, Meta, and Sea Limited. Manager opportunistically added...” | Q1 2025 Apr 1, 2025 | Preview | |
“Wolf of Harcourt Street outperformed the S&P 500 by 570 basis points in Q1, delivering positive returns during market volatility. The manager added...” | Q1 2024 Apr 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ABBV.(56 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.