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.
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 Filtronic plc: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.