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 |
|---|---|---|---|
“The fund outperformed in Q1 2025 with strong telecommunications holdings led by T-Mobile US and Deutsche Telekom offsetting weakness in Alphabet and SoftBank. The portfolio remains...” | Q1 2025 Mar 31, 2025 | Preview | |
“The fund returned 0.11% in Q4 and 22.58% for 2024, driven by telecommunications deals and digital platform strength. Telephone & Data...” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $USM.
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.