LongFTCJul 2026
Filtronic plc
Filtronic is viewed as a monopolistic supplier to SpaceX whose shares had fallen roughly 50% from their May high. Its new factory is designed to support more than £200 million of…
FTC
Which hedge funds are long FTC?
1 published idea on Filtronic plc across 1 fund — 1 long and 0 short.
Filtronic 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 Filtronic: 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.