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 |
|---|---|---|---|
“Nightview Capital maintains unwavering long-term conviction in Tesla while strategically diversifying into AI beneficiaries and undervalued platform businesses. The manager views...” | Q4 2023 Jan 30, 2024 | Preview | |
“Minotaur's March quarter was challenging with volatility wiping out early gains, but the fund's AI-driven approach and strategic positioning for Trump 2.0 themes show promise. Key wins include...” | Q1 2025 Mar 31, 2025 | Preview |
Read unredacted commentary excerpts, portfolio weight disclosures, and high-conviction theses from hedge fund managers discussing $Z.(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.