LongASTSJun 2026
AST SpaceMobile, Inc.
AST SpaceMobile is building a space-based cellular broadband network designed to connect ordinary smartphones directly. The fund believes AST's broadband capability and…
ASTS
Which hedge funds are long ASTS?
2 published ideas on AST SpaceMobile, Inc. across 2 funds — 2 long and 0 short.
AST SpaceMobile hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on AST SpaceMobile: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongASTSMar 2026
AST SpaceMobile
AST SpaceMobile is successfully transitioning from an R&D startup to an operational scale-up, with manufacturing progress, growing revenues, and a strong balance sheet. Key risks…