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 |
|---|---|---|---|
“Militia Capital's multi-manager transformation is working exceptionally well, with uncorrelated strategies delivering 13.2% returns while improving risk metrics. The new PM...” Co-mentioned:$IWM | Q1 2024 Mar 1, 2024 | Preview | |
“Markets rebounded strongly in Q1 2023 despite deteriorating fundamentals, with risk-seeking behavior returning as investors anticipated Fed policy pivot. However, sticky inflation,...” Co-mentioned:$TSLA | Q1 2023 Mar 31, 2023 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ARKK.(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.