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…
ASTS
Which hedge funds are long ASTS?
1 published idea on AST SpaceMobile across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on AST SpaceMobile: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.