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 |
|---|---|---|---|
“Shares of Tower Semiconductor (TSEM) were the largest contributor to IZRL's performance after the company announced record revenue and a substantial capital expenditure (CapEx) investment aimed at increasing capacity significantly. The company's plans...” | Q1 2026 Mar 31, 2026 | Preview | |
“International small caps face tariff headwinds but benefit from structural shifts as Europe increases defense and infrastructure spending while China boosts stimulus. Despite negative Q1...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $TSEM.(5 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.