🏛️
Nancy Pelosi
US Congressional STOCK Act Disclosures • Congressional High-Conviction Tech Momentum
⚡ 89.8
Portfolio Moat Score™
Tracked Capital
$120M+ Disclosed Value
Investment Style
Congressional High-Conviction Tech Momentum
Disclosed Positions
3 Core Picks
🏛️ Institutional 13F Strategy & Thesis
High-conviction call options and direct equity positions in semiconductor monopolies, AI accelerators, and government-adjacent tech.
📋 High-Conviction Holdings & Recent Transactions
| Ticker | Company | Action | Portfolio Weight | Conviction | Filing Rationale / Notes |
|---|---|---|---|---|---|
| TEM | Tempus AI | COMPRA | 6.5% | Standard Position | Congressional disclosure acquiring stake in precision oncology AI diagnostic platform. |
| NVDA | NVIDIA Corporation | COMPRA | 15.0% | 🔥 HIGH CONVICTION | Call options exercise on AI accelerator compute leader. |
| AVGO | Broadcom Inc. | COMPRA | 9.2% | Standard Position | Hyperscaler custom silicon TPU & Ethernet networking infrastructure. |