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 |
|---|---|---|---|
“Founded out of Jennifer Doudna's lab, Scribe is a cardiometabolic CRISPR company differentiating with a uniquely engineered CasX nuclease, split across two technologies: XE for permanent gene editing and ELXR for durable, non-sequence-altering epigenetic silencing. Scribe is supported...” | Q3 2026 Oct 24, 2026 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $SCTX.
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.