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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Baillie Gifford -International Growth Thomas Coutts / Brian Lum / Julia Angeles / Lawrence Burns / Robert Wilson | “BYD is outperforming peers like Tesla by producing a million cars per quarter and growing rapidly. Its international expansion has seen sales outside China surge by nearly 90%, representing a massive driver of growth.” | BULL | Q1 2025 Apr 1, 2025 | View Pitch |
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.
