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 |
|---|---|---|---|
“ICICI Bank constitutes 3.2% of portfolio allocation in Indian financial services.” | Q4 2024 Dec 31, 2024 | Preview | |
“The Polar Capital Asian Stars Fund seeks long-term capital growth by investing across a diversified selection of companies domiciled in or deriving significant revenue from developed and emerging Asian markets. The fund's primary...” | Q1 2025 Apr 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $ICICIBANK.NS.(10 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.
