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 |
|---|---|---|---|
“Driehaus Micro Cap Growth fell 18.23% in Q1 amid Trump tariff turmoil and AI infrastructure collapse. Strategy pivoted from...” | Q1 2025 Apr 14, 2025 | Preview | |
“Driehaus Small Cap Growth fell 16.57% in Q1 amid Trump tariff turmoil and AI theme collapse. Strategy reduced tech...” | Q1 2025 Apr 15, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $CRNX.(4 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.