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

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

  • David Arcaro
  • Vijay Rakesh
  • Shahriar Pourreza
  • Christian Wetherbee
  • Benjamin Budish
  • Vivek Arya
  • Alex Scott
  • Sheila Kahyaoglu
  • James Thalacker
  • Josh Wolfson
  • Bob Huang
  • Paul Newsome

Discover

TTrump Administration108.1%
BBiotechnology64.0%
DData Centers54.0%
MMeme Stocks52.4%
NNetworking51.8%
DDigital Truth46.9%
AAI Infrastructure44.2%
NNancy Pelosi22.2%
FFund Favorites22.0%
BBridgewater Associates20.7%

Browse portfolios
by hedge funds,
politicians and more

T

Trump Administration

The Trump Administration with strategic equity deals

Holdings4
YTD Return108.1%
B

Biotechnology

Biotechnology sector stocks

Holdings10
YTD Return64.0%
D

Data Centers

Data center REITs and infrastructure powering cloud computing and AI workloads

Holdings10
YTD Return54.0%
M

Meme Stocks

Meme Stocks sector stocks

Holdings3
YTD Return52.4%
N

Networking

Networking sector stocks

Holdings10
YTD Return51.8%
D

Digital Truth

When AI fakes everything - faces, voices, documents - proving something is real becomes the most valuable infrastructure in the world. Cybersecurity's next chapter.

Holdings6
YTD Return46.9%
A

AI Infrastructure

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

Holdings9
YTD Return44.2%
N

Nancy Pelosi

The Speaker who speaks volumes through her portfolio

Holdings9
YTD Return22.2%
F

Fund Favorites

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

Holdings14
YTD Return22.0%
B

Ray Dalio

Macro investing legend with exceptional long-term track record

Holdings993
YTD Return20.7%
M

Marjorie Taylor Greene

Controversial tweets, surprisingly consistent gains

Holdings81
YTD Return20.3%
A

David Tepper

Legendary hedge fund manager known for distressed debt expertise

Holdings31
YTD Return19.2%
E

Elliott Investment

Institutional investment fund

Holdings17
YTD Return19.1%
R

Rallies Community

Rallies Community sector stocks

Holdings11
YTD Return16.2%
C

Capitol Alpha

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

Holdings13
YTD Return15.6%
T

Tommy Tuberville

Former Auburn coach scoring big in the market game

Holdings190
YTD Return14.3%
M

Michael McCaul

US Government official

Holdings90
YTD Return13.7%
R

Ro Khanna

Tech valley's progressive with surprisingly capitalist trades

Holdings207
YTD Return13.7%
C

Cleo Fields

US Government official

Holdings21
YTD Return13.5%
M

Markwayne Mullin

US Government official

Holdings93
YTD Return11.5%
W

World War 3

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

Holdings9
YTD Return8.8%
B

Warren Buffett

The Oracle of Omaha with decades of value investing wisdom

Holdings29
YTD Return8.4%
D

Duquesne Family

Institutional investment fund

Holdings65
YTD Return8.3%
D

Dave McCormick

US Government official

Holdings9
YTD Return5.8%
J

Josh Gottheimer

Wall Street's favorite congressman with insider timing

Holdings82
YTD Return4.2%
S

Soros Fund

Institutional investment fund

Holdings226
YTD Return2.9%
P

Bill Ackman

High-conviction activist investor with concentrated positions

Holdings11
YTD Return-4.4%
T

Chase Coleman

Growth-focused investor with tech and emerging market prowess

Holdings53
YTD Return-10.8%
S

Michael Burry

Contrarian investor famous for predicting the 2008 crisis

Holdings4
YTD Return-15.6%
Home›Discover
TTrump Administration108.1%
BBiotechnology64.0%
DData Centers54.0%
MMeme Stocks52.4%
NNetworking51.8%
DDigital Truth46.9%
AAI Infrastructure44.2%
NNancy Pelosi22.2%
FFund Favorites22.0%
BBridgewater Associates20.7%