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 |
|---|---|---|---|
“Xero: A business we've tracked for a long time that provides cloud accounting for small businesses. Far from being...” | Q1 2026 May 4, 2026 | Preview | |
“At the portfolio level, the Fund's five largest holdings at month end accounted for 41.3% of the portfolio and are named in order of allocation: Catapult, Pinnacle, SiteMinder, Xero, and Netwealth.” | Q4 2024 Dec 31, 2024 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $XRO.AX.(3 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.
