Latticework

Track what super-investors and Congress are buying

The 13F portfolios of 83 legendary investors, plus congressional stock trades — every position ranked by the Cohort Conviction Score. Free, refreshed daily from SEC filings.

83 13F filers · 53,026 Congress trades · latest filing Aug 26, 2026

PortfoliosSuper-investors83 tracked 13F filersSTOCK ActCongress trades53,026 disclosuresThis quarterBiggest buysWhere the money moved in13F waveQ2 2026 tracker79 of 83 filed · due Aug 14, 2026

Top conviction this quarter

Cohort Conviction Score, 0-100
Full ranking →
  1. #184
    AAPL
    APPLE INC
    21 owners ·top Duan Yongping41%
  2. #280
    CVNA
    CARVANA CO
    9 owners ·top Clifford Sosin79%
  3. #375
    SPGI
    S&P GLOBAL INC
    15 owners ·top Valley Forge Capital Management20%
  4. #473
    AMZN
    AMAZON.COM INC
    34 owners ·top AltaRock Partners32%
  5. #573
    BRK/B
    BERKSHIRE HATHAWAY INC-CL B
    24 owners ·top Guy Spier34%

CCS combines cohort breadth, position concentration, this- quarter direction, holding tenure, and the holders' track records vs SPY into a single 0-100 score. How it's calculated →

Share𝕏in

Finding a compounder is the easy half. These are the biggest winners the tracked investors actually sat through — and the manager who held each one longest.

The quarter's story · 2026Q2

Top 5 signals
  1. 01AMZN is the quarter's consensus conviction trade: Klarman pushes it to 16.5% of Baupost (adds $243M) and Armitage nearly doubles his position (+51%); aggregate smart-money exposure spans 8+ investors across value, growth, and quality styles — highest cross-style overlap in the dataset.
  2. 02Terry Smith fully rebuilds his US book: exits MTD and ZTS (~$413M combined), initiates UBER ($213M), MA ($202M), NFLX ($156M), GEV ($151M), APP ($121M), and VEEV — the largest single-manager new-position cluster in the cohort; a rare wholesale portfolio rotation.
  3. 03Prem Watsa makes a dramatic hard-asset pivot: exits BB and KW entirely, opens EGO (gold miner, 16.2% of Fairfax) and nearly doubles KHC (+172%, $338M); combined with existing ORLA position, gold/hard-asset names now approach 40% of his reported long book.
  4. 04Li Lu doubles PDD (+134%, now 22.2% of portfolio) and adds to BRK/B (+23%), while simultaneously exiting BAC and OXY — a decisive rotation from US financials/energy to Chinese e-commerce; for one of the world's most concentrated deep-value managers, this is a top-tier signal.
  5. 05Chris Hohn exits MSFT (~$1B position, 2.2% of TCI) — notable given MSFT has been a core quality-compounder holding; combined with GE remaining his #1 position at 33.6%, TCI's factor profile shifts further toward industrials.

The full quarter, synthesized — who moved, what changed, why it matters.

Read the brief →

This quarter's activity

Conviction shiftssuper-investor owners gained / lost, Q1 2026 Q2 2026
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Super-investors (83)

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Frequently asked

What is a 13F filing?
A 13F is a quarterly report the SEC requires from institutional investment managers overseeing more than $100M in U.S. equities, disclosing what they hold. Latticework parses every filing from a curated cohort of 83 legendary investors and turns it into a portfolio you can read.
Which super-investors does Latticework track?
All 83 of them — including Warren Buffett, Michael Burry, Bill Ackman, Seth Klarman, Li Lu and dozens more value and hedge-fund managers. Each has a full portfolio page with holdings, this-quarter moves, and a clone-vs-SPY backtest.
Does Latticework track congressional stock trades?
Yes. Alongside the 13F cohort, Latticework tracks STOCK Act disclosures from members of Congress — who trades the most, what they buy and sell, and who files past the 45-day legal deadline.
How often is the data updated?
Daily. Filings, prices, and news refresh every day from SEC EDGAR and official House Clerk and Senate disclosure sources. It's free, with no signup.

Latticework (latticework-x.com) is a free, open-source tracker of super-investor 13F portfolios and congressional STOCK Act trades, built on SEC EDGAR and official House and Senate disclosure data. Not affiliated with other companies named Latticework.