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 |
|---|---|---|---|
“Baron Discovery Fund's contrarian approach delivered strong Q4 results with 6.20% returns, outperforming benchmarks through concentrated positions in AI-enabled public safety, energy transition infrastructure, and restaurant technology. New investments in...” | Q4 2024 Dec 31, 2024 | Preview | |
“Lazard's convertible arbitrage strategy navigated Q1 2025 volatility with mixed results as US markets declined and credit spreads widened. Winners included DigitalOcean,...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $DAY.(5 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.