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 |
|---|---|---|---|
“Atai Capital returned 8.32% in Q2 and 13.06% year-to-date, lagging the S&P 500 but outperforming the Russell 2000. The fund focuses...” | Q2 2023 Jun 30, 2023 | Preview | |
“Undergoing a structural transformation from a cyclical, single-track game developer to a steady-state compounder via dual-track AAA development. Benefits from switching...” | Q3 2025 Sep 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CDR.WA.
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.
