Below is a snapshot of *Nancy Pelosi’s publicly-reported stock portfolio as of the most recent filings now available (her latest Periodic Transaction Report dated Jan 17 2025 and her 2023 Annual Financial Disclosure filed May 15 2024). Dollar figures are the value-range bands required by the STOCK Act, so they are estimates, not precise positions. For brevity I’ve grouped holdings by theme and listed only the larger or most recently-traded names; many smaller bank accounts, partnerships and real-estate assets are omitted here.
| Theme | Ticker | Position & latest activity | Reported value band* | Primary source |
|---|---|---|---|---|
| Mega-cap core stake | AAPL Apple | Holds common; last option exercise 3 & 6 / 2023 | $25 – 50 M | |
| MSFT Microsoft | Holds common; 50 call options exercised 6 / 2023 | $5 – 25 M | ||
| AMZN Amazon | Common shares | $5 – 25 M | ||
| GOOGL Alphabet A | Common shares | $5 – 25 M | ||
| AI / Semis | NVDA Nvidia | • Bought 10 000 shares 26 Jun 2024 • Still holds 50 deep-ITM Dec 2024 calls | Shares $1 – 5 M Calls $1 – 5 M | |
| AVGO Broadcom | Bought 20 Jun-2025 $800 calls 24 Jun 2024 | $1 – 5 M | ||
| PANW Palo Alto Networks | • Bought 70 Jan-2025 $200 calls Feb 2024 • Exercised 14 000 shares 20 Dec 2024 | Calls $0.6 – 1.25 M Shares $1 – 5 M | (disclosures-clerk.house.gov, disclosures-clerk.house.gov) | |
| TEM Tempus AI | Bought 50 Jan-2026 $20 calls 14 Jan 2025 | $50 K – 100 K | (disclosures-clerk.house.gov) | |
| Cyber-/Cloud | CRWD CrowdStrike | Common shares | $1 – 5 M | |
| CRM Salesforce | Common shares | $5 – 25 M | ||
| Payments / FinTech | V Visa | After partial sale 1 Jul 2024 still holds core stake | $1 – 5 M (post-sale) | |
| SQ Block | Common shares | $250 K – 500 K | ||
| Streaming / Media | NFLX Netflix | Common shares | $1 – 5 M | |
| Energy & utilities | VST Vistra Corp | Bought 50 Jan-2026 $50 calls 14 Jan 2025 | $0.5 – 1 M | (disclosures-clerk.house.gov) |
| Legacy EV stake | TSLA Tesla | Sold 2 500 shares 24 Jun 2024; still lists residual $0.5 – 1 M | $0.5 – 1 M |
How current is this?
- Annual Financial Disclosure (FDR) shows assets held at Dec 31 2023, filed May 15 2024.
- PTRs capture changes after that date, the latest being Jan 17 2025. (disclosures-clerk.house.gov)
Quick observations
- The Pelosis remain heavily tilted to big-tech and AI-adjacent names (Apple, Microsoft, Nvidia, Palo Alto).
- Paul Pelosi continues to express bullish views with deep-in-the-money call options, then either exercises or rolls them — a style that amplifies returns with limited downside.
- Recent additions (Tempus AI, Vistra, more Nvidia & Broadcom) show a broadening from pure AI chips into AI-health and energy-transition stories.
- Despite trimming Visa and Tesla, they maintain sizeable long-term positions in payments and select consumer/streaming plays.
- According to media tallies, their 2024 trading earned an estimated 54 % portfolio return, beating both the S&P 500 and every large hedge fund. (nypost.com)
