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 |
|---|---|---|---|
“Asheville Capital delivered a -3.0% net return in Q1 2025 versus -0.9% for the MSCI ACWI benchmark, amid extreme volatility triggered by Trump Administration tariff announcements. The manager built...” | Q1 2025 Apr 22, 2025 | Preview | |
“Initiated a new position. Low-cost automated parcel...” | Q2 2025 Jun 30, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $INPST.WA.(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.
