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 |
|---|---|---|---|
“Protean Select returned 0.5% in April and 2.1% year-to-date, celebrating its third anniversary with a 28.2% cumulative return and 8.6% CAGR since inception. April proved highly...” | Q1 2025 Apr 1, 2025 | Preview | |
“A bid on Biotage helped us during the month, even though our investment in this Swedish med tech company didn't bring what we had expected, and we end up with a loss. Biotage's 2023 acquisition...” | Q1 2025 Apr 1, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $BIOT.ST.
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.
