LongICEJun 2026
Intercontinental Exchange
Intercontinental Exchange operates major exchanges, clearinghouses, and mortgage infrastructure, and Sands believes its fundamentals remain solid despite share-price weakness…
ICE
2 published ideas on Intercontinental Exchange across 2 funds — 2 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 Intercontinental Exchange: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Intercontinental Exchange operates major exchanges, clearinghouses, and mortgage infrastructure, and Sands believes its fundamentals remain solid despite share-price weakness…
Intercontinental Exchange provides exchange, clearing, fixed-income data, and mortgage infrastructure. Investor concern about AI disruption and mortgage sensitivity has…