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Rallies Discover public market data

Rallies Discover is a public stock discovery hub for hedge fund 13F portfolios, politician trading disclosures, investment themes, and analyst activity. The pages below are crawlable public research pages for market education and are not personalized financial advice.

fund pages

  • Scion Asset
  • Matrix Capital
  • 1060 Capital
  • Dragoneer Investment
  • Blackbarn Capital
  • Soroban Capital
  • Canyon Capital
  • Jana Partners
  • Anchorage Capital
  • Berkshire Hathaway
  • Baupost Group
  • Icahn Carl

politician pages

  • Markwayne Mullin
  • Dave McCormick
  • Ashley Moody
  • John Boozman
  • Tommy Tuberville
  • John W. Hickenlooper
  • Thomas R. Carper
  • David Perdue
  • Tim Moore
  • Jefferson Shreve
  • Marjorie Taylor Greene
  • Josh Gottheimer

theme pages

  • Fund Favorites
  • Tokenized Finance
  • Agent Economy
  • Loneliness Pandemic
  • Digital Truth
  • Retail Revenge
  • AI Infrastructure
  • World War 3
  • Degenerate Economy
  • Rallies Community
  • Capitol Alpha
  • Large Language Models

analyst pages

  • Vijay Rakesh
  • David Arcaro
  • Jeremy Tonet
  • Julian Mitchell
  • James Thalacker
  • Bob Huang
  • Benjamin Budish
  • Shahriar Pourreza
  • James Schneider
  • Joshua Spector
  • Amit Daryanani
  • Neil Mehta

Discover

TTrump Administration189.2%
SSpace Technology74.1%
NNetworking59.6%
AAI Infrastructure50.1%
55G Technology47.1%
MMeme Stocks43.7%
HHidden Gems39.4%
TTommy Tuberville21.0%
FFund Favorites20.2%
EElliott Investment18.9%

Browse portfolios
by hedge funds,
politicians and more

T

Trump Administration

The Trump Administration with strategic equity deals

Holdings4
YTD Return189.2%
S

Space Technology

Space tech, satellite communications, and aerospace companies reaching for the stars

Holdings13
YTD Return74.1%
N

Networking

Networking sector stocks

Holdings10
YTD Return59.6%
A

AI Infrastructure

The companies that are building the infrastructure for the AI revolution.

Holdings9
YTD Return50.1%
5

5G Technology

5G Technology sector stocks

Holdings10
YTD Return47.1%
M

Meme Stocks

Meme Stocks sector stocks

Holdings3
YTD Return43.7%
H

Hidden Gems

Hidden Gems sector stocks

Holdings10
YTD Return39.4%
T

Tommy Tuberville

Former Auburn coach scoring big in the market game

Holdings190
YTD Return21.0%
F

Fund Favorites

Follow the whales. The stocks that top hedge funds are actually buying, based on the latest 13F filings.

Holdings14
YTD Return20.2%
E

Elliott Investment

Institutional investment fund

Holdings17
YTD Return18.9%
B

Ray Dalio

Macro investing legend with exceptional long-term track record

Holdings993
YTD Return17.6%
N

Nancy Pelosi

The Speaker who speaks volumes through her portfolio

Holdings9
YTD Return17.3%
M

Marjorie Taylor Greene

Controversial tweets, surprisingly consistent gains

Holdings81
YTD Return17.1%
C

Cleo Fields

US Government official

Holdings21
YTD Return16.7%
A

David Tepper

Legendary hedge fund manager known for distressed debt expertise

Holdings31
YTD Return16.3%
C

Capitol Alpha

What Congress is buying while writing the laws. Sourced from politician trading disclosures.

Holdings13
YTD Return14.2%
M

Michael McCaul

US Government official

Holdings90
YTD Return13.4%
R

Rallies Community

Rallies Community sector stocks

Holdings11
YTD Return12.3%
B

Warren Buffett

The Oracle of Omaha with decades of value investing wisdom

Holdings29
YTD Return10.0%
M

Markwayne Mullin

US Government official

Holdings93
YTD Return7.0%
R

Ro Khanna

Tech valley's progressive with surprisingly capitalist trades

Holdings207
YTD Return6.4%
D

Duquesne Family

Institutional investment fund

Holdings65
YTD Return6.3%
S

Soros Fund

Institutional investment fund

Holdings226
YTD Return3.6%
W

World War 3

Long escalation. Short diplomacy. Tracking the companies that profit when the world can't stop arming itself

Holdings9
YTD Return2.0%
P

Bill Ackman

High-conviction activist investor with concentrated positions

Holdings11
YTD Return-2.2%
D

Dave McCormick

US Government official

Holdings9
YTD Return-3.2%
T

Chase Coleman

Growth-focused investor with tech and emerging market prowess

Holdings53
YTD Return-9.5%
J

Josh Gottheimer

Wall Street's favorite congressman with insider timing

Holdings82
YTD Return-9.8%
S

Michael Burry

Contrarian investor famous for predicting the 2008 crisis

Holdings4
YTD Return-18.6%
Home›Discover
TTrump Administration189.2%
SSpace Technology74.1%
NNetworking59.6%
AAI Infrastructure50.1%
55G Technology47.1%
MMeme Stocks43.7%
HHidden Gems39.4%
TTommy Tuberville21.0%
FFund Favorites20.2%
EElliott Investment18.9%