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 |
|---|---|---|---|
“F5 (FFIV) was a top contributor in 1Q26 with +13.3% net performance contributing +0.4% to returns.” | Q1 2026 Apr 16, 2026 | Preview | |
“Hotchkis & Wiley Small Cap Value Fund underperformed in Q2 2026 as AI-driven speculation favored low-quality, high-momentum stocks over the fund's quality-focused holdings. The semiconductor industry...” | Q2 2026 Jul 28, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $FFIV.(12 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.