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 | Thesis Excerpt | Stance | Period / Date | Action |
|---|---|---|---|---|
Pantera Capital Dan Morehead | “Ondo Finance is establishing itself as a leader in real-world asset tokenization by offering high-quality, yield-bearing products backed by short-term US Treasuries. Their USDY and OUSG tokens address the high global demand for stable dollar-denominated yields, particularly in international markets.” | BULL | Q4 2024 Jan 13, 2025 | View Pitch |
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.
