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 |
|---|---|---|---|
“Greenhaven Road returned 25% YTD through Q2 2023, focusing on small-cap value opportunities with clear improvement catalysts. Manager emphasizes patience...” | Q2 2023 Jun 30, 2023 | Preview | |
“We have purchased shares in AppLovin, a leading advertising technology company with a dominant position in the mobile game market. Its core AppDiscovery...” | Q2 2025 Jun 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $APPS.
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.