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 |
|---|---|---|---|
“GlobalData (-35%) was affected by market concerns around AI disruption to established business models, which was catalysed by Anthropic's January release of legal and marketing plug-ins for the Claude AI model.” | Q1 2026 May 11, 2026 | Preview | |
“A number of our key strategic holdings such as Everplay Group, GlobalData, Elixirr, Brooks Macdonald and XPS Group, held across our portfolios, saw significant share price draw-downs during Q1. This despite positive...” | Q1 2026 Mar 31, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $DATA.L.(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.
