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 |
|---|---|---|---|
“Polen's small cap growth strategy outperformed in Q4 despite a challenging 2024 dominated by crowded AI trades. The firm maintains...” | Q4 2024 Dec 31, 2024 | Preview | |
“Infuse recovered to match S&P 500 returns since inception through concentrated investing in quality growth companies. New position in...” | Q2 2024 Jul 2, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ALRM.(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.