13F superinvestors
Cathie Wood / ARK
Add after official SEC 13F XML parser maps manager CIK, filing date, value, shares, and ticker.
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Public figures / regulatory filings
Famous people portfolios, filings, and live market moves
Search a public figure, open the profile, and see disclosed holdings beside live quotes. SEC 13F profiles get reference-price math; political summaries stay labeled until the official parser confirms the rows.
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13F superinvestors
Bill Ackman / Pershing Square
Add after official SEC 13F XML parser maps manager CIK, filing date, value, shares, and ticker.
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13F superinvestors
Michael Burry / Scion
Add after official SEC 13F XML parser maps manager CIK, filing date, value, shares, and ticker.
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13F superinvestors
David Tepper / Appaloosa
Add after official SEC 13F XML parser maps manager CIK, filing date, value, shares, and ticker.
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13F superinvestors
Stanley Druckenmiller / Duquesne
Add after official SEC 13F XML parser maps manager CIK, filing date, value, shares, and ticker.
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13F superinvestors
Ray Dalio / Bridgewater
Add after official SEC 13F XML parser maps manager CIK, filing date, value, shares, and ticker.
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13F superinvestors
Ken Griffin / Citadel
Add after official SEC 13F XML parser maps manager CIK, filing date, value, shares, and ticker.
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Congress disclosures
Josh Gottheimer
Add only after House/Senate PDF parser confirms transaction rows, dates, ranges, owner, and ticker mapping.
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Congress disclosures
Michael McCaul
Add only after House/Senate PDF parser confirms transaction rows, dates, ranges, owner, and ticker mapping.
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Congress disclosures
Tommy Tuberville
Add only after House/Senate PDF parser confirms transaction rows, dates, ranges, owner, and ticker mapping.
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Congress disclosures
Marjorie Taylor Greene
Add only after House/Senate PDF parser confirms transaction rows, dates, ranges, owner, and ticker mapping.
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Congress disclosures
Dan Crenshaw
Add only after House/Senate PDF parser confirms transaction rows, dates, ranges, owner, and ticker mapping.
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Congress disclosures
Debbie Wasserman Schultz
Add only after House/Senate PDF parser confirms transaction rows, dates, ranges, owner, and ticker mapping.
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Founders and insiders
Lisa Su
Add after Form 4 parser separates sales, option exercises, gifts, planned-sale programs, and remaining ownership.
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Founders and insiders
Satya Nadella
Add after Form 4 parser separates sales, option exercises, gifts, planned-sale programs, and remaining ownership.
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Founders and insiders
Larry Ellison
Add after Form 4 parser separates sales, option exercises, gifts, planned-sale programs, and remaining ownership.
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Founders and insiders
Elon Musk
Add after Form 4 parser separates sales, option exercises, gifts, planned-sale programs, and remaining ownership.
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Founders and insiders
Mark Zuckerberg
Add after Form 4 parser separates sales, option exercises, gifts, planned-sale programs, and remaining ownership.
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Founders and insiders
Jeff Bezos
Add after Form 4 parser separates sales, option exercises, gifts, planned-sale programs, and remaining ownership.
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ETF and manager profiles
BlackRock thematic funds
Add only when the page can explain whether the source is a personal portfolio, ETF holdings file, or manager 13F.
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ETF and manager profiles
Vanguard thematic funds
Add only when the page can explain whether the source is a personal portfolio, ETF holdings file, or manager 13F.
Parser gated
ETF and manager profiles
Invesco QQQ Trust
Add only when the page can explain whether the source is a personal portfolio, ETF holdings file, or manager 13F.
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ETF and manager profiles
Global X AI funds
Add only when the page can explain whether the source is a personal portfolio, ETF holdings file, or manager 13F.
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Executive branch disclosure
Donald Trump
Trump stays at the top because reader demand is obvious, but this card now refuses fake precision. It shows highlighted tickers and live prices while cost basis remains locked.
Why tracked: High-search public official with market-moving policy relevance across AI, defense, energy, and public-company exposure.
Reported highlights
5+
| Holding | Theme | Live price | Reference / status | Source note |
|---|---|---|---|---|
NVDA NVIDIA Reported purchase highlight | AI compute | $211.98 -1.3% today | Not disclosed No performance math Basis not disclosed News summary of government filing | Reported as a highlighted AI-chip purchase. Cost basis and complete holdings are not calculated until the official disclosure parser confirms the row.Filed: Parser queued / Source: May 2026 summaries / Parser: pending-official-parserRead Grid context |
ORCL Oracle Reported purchase highlight | AI cloud | $246.82 +1.0% today | Not disclosed No performance math Basis not disclosed News summary of government filing | Reported as a highlighted AI/cloud purchase. Cost basis and complete holdings are not calculated until the official disclosure parser confirms the row.Filed: Parser queued / Source: May 2026 summaries / Parser: pending-official-parser |
MSFT Microsoft Reported purchase highlight | AI cloud | $513.24 +0.8% today | Not disclosed No performance math Basis not disclosed News summary of government filing | Reported as a highlighted AI/cloud purchase. Cost basis and complete holdings are not calculated until the official disclosure parser confirms the row.Filed: Parser queued / Source: May 2026 summaries / Parser: pending-official-parserRead Grid context |
BA Boeing Reported purchase highlight | Defense and industrial base | $229.84 +0.7% today | Not disclosed No performance math Basis not disclosed News summary of government filing | Reported as a highlighted industrial purchase. Cost basis and complete holdings are not calculated until the official disclosure parser confirms the row.Filed: Parser queued / Source: May 2026 summaries / Parser: pending-official-parser |
DJT Trump Media & Technology Group Known public-company exposure | Founder-linked public company | $9.04 -4.5% today | Not disclosed No performance math Basis not disclosed Issuer/ownership disclosure context | Shown separately from reported trade highlights because it is founder-linked exposure, not a normal diversified portfolio line.Filed: Parser queued / Source: Latest public disclosure context / Parser: pending-official-parser |
Cost basis is labeled conservatively. Political disclosures are often range-based; 13F filings report quarter-end holdings, not full real-time portfolios. Reference-price returns are estimates for research and transparency, not personalized investment advice.
5
people tracked
41
live symbols
2
verified SEC profiles
0
fake basis claims
STOCK Act disclosures
Congress AI infrastructure watch
Public filings can lag trades by weeks.
Best for seeing whether public officials are adding exposure to compute, utilities, and grid equipment while policy fights intensify.
NVDA-1.3%MSFT+0.8%AVGO+1.1%VST-2.5%CEG+0.4%ETN+0.7%
SEC 13F filings
Superinvestor capex map
Quarterly, delayed, long-equity only.
Best for reading institutional conviction around hyperscaler capex, cloud platforms, chips, and networking supply chains.
AMZN+0.8%GOOGL+0.6%META-0.4%ORCL+1.0%AMD+4.6%ANET+1.2%
SEC Form 4 / ownership filings
Operator and insider signal
Event-driven disclosures.
Best for spotting whether executives and major holders are aligned with power-ready capacity, cooling, and data-center execution.
APLD+4.6%IREN+9.3%VRT-1.1%GEV-3.5%PWR-0.5%DLR+0.4%
Grid Report market desk
Grid bottleneck basket
Updated with Markets coverage.
Best for tracking names tied to the physical constraints behind AI: racks, thermal capacity, electrical supply, memory, and optical links.
SMCI-0.7%MOD+1.9%HUBB+0.5%WCC+0.8%MU+0.5%COHR+3.4%
Methodology
Do not copy trades. Classify exposure.
The useful product is not a celebrity leaderboard. It is a disclosure-to-theme engine: who is exposed to compute, who is exposed to power, who is exposed to bottlenecks, and which Grid Report articles explain the reason.
| Lane | What it tracks | Data caveat | Grid Report use |
|---|---|---|---|
| Congress disclosures | Members of Congress and spouses disclose trades under STOCK Act rules. | Delayed and range-based | Good for visibility and conflict-of-interest context, weak for exact portfolio sizing. |
| Superinvestor 13F filings | Large managers disclose U.S.-listed long equity holdings after each quarter. | Delayed and incomplete | Useful for conviction maps, but misses shorts, cash, derivatives, and intra-quarter moves. |
| Insider filings | Executives, directors, and beneficial owners disclose certain company trades. | Event-driven | Best used to spot operator confidence or selling pressure, not as a blind buy/sell signal. |
| Grid Report baskets | AI infrastructure names grouped by compute, power, cooling, data centers, and bottlenecks. | Live quote layer | Turns public disclosures into a sector exposure map instead of a personality leaderboard. |
Next build
Build the free analyst layer first.
Add person pages for politicians, superinvestors, and insiders.
Tag each disclosed stock by AI infrastructure theme.
Show live quote moves beside stale disclosure dates.
Connect each ticker to a Grid Report bottleneck article.
Add weekly free analyst picks before turning on premium tiers.
Connected research
Markets / 6 min readCME’s Compute Futures Launch Turns GPU Capacity Into a Real Commodity MarketCME Group’s May 12 compute-futures announcement clears the bar because this is not another generic sign that AI demand is strong. The stronger signal is that GPU rental capacity is starting to gain the pricing infrastructure, benchmark discipline, and hedging tools that make a market look less like opaque procurement and more like a tradeable commodity.Markets / 6 min readIREN’s Investment-Grade GPU Financing Turns Microsoft Capacity Into an Asset-Backed Credit StoryIREN’s June 1 financing is publishable because it is not just another AI debt headline. The useful signal is that contracted GPU fleets are starting to clear investment-grade credit screens when the offtake, infrastructure ownership, and cash-flow structure are tight enough, which pushes AI capacity closer to infrastructure finance than venture-style hardware speculation.Markets / 6 min readCoreWeave’s $3.1 Billion Loan Turns GPU Capacity Into a Public Credit AssetCoreWeave’s May 18 financing is strong enough to publish because it is not just another debt raise. The useful signal is that GPU-backed infrastructure contracts are being packaged for a broader investor base, with tighter pricing and secondary-market logic that make AI capacity look more like a recognizable credit product than a one-off private deal.Infrastructure / 4 min readBIG Fiber’s $250M Financing Turns Dark Fiber Into an AI Campus BottleneckBIG Fiber’s May 19 debt facility is useful because it shows the AI buildout pushing capital into a quieter constraint: metro dark fiber. Power, cooling, and GPUs still get the attention, but AI campuses also need dense, low-latency connectivity between data centers, clouds, and enterprise customers.Markets / 7 min readDigitalBridge’s ArcLight Deal Turns Data Center Capital Into a Power-Control StoryDigitalBridge’s plan to buy ArcLight is easy to read as another infrastructure M&A headline. The stronger reading is more strategic: AI and data-center capital increasingly wants generation, transmission, and development expertise inside the same platform rather than treating power as somebody else’s problem.Markets / 7 min readCPI April 2026: What Hot Inflation Means for AI Infrastructure, Data Center, and Utility StocksApril CPI came in hot enough to keep rate pressure alive, and that matters for much more than a one-day stock move. For AI infrastructure, the real read runs through financing costs, utility valuations, power-demand confidence, and whether investors still want to pay up for long-duration data center and grid-buildout stories.