Nancy Pelosi's portfolio is up 91% in a year; Here's what she holds

Core Insights - Representative Nancy Pelosi has gained significant attention for her stock market performance, achieving a 91% return on her portfolio over the last 12 months, outperforming major hedge funds and stock indices [1][3] - In 2023, Pelosi made $15 million from her investments, with a notable $2 million profit from a single trade in Nvidia (NVDA) [1][4] Investment Performance - Pelosi's portfolio returned 91% in the last year, compared to the S&P 500's 26.89% and the Dow Jones Industrial Average's 16.92% [1] - Nvidia (NVDA) stock rose 249.32% over the last 52 weeks, with a year-to-date increase of 70.82%, closing at $822.79 [5][6] - Apple (AAPL) stock increased by 54% throughout 2023, contributing significantly to Pelosi's returns, although it has seen a slight decline of 3.22% since January 1, 2024 [7][8] - Microsoft (MSFT) shares surged 61.75% over the last year and are up 12.03% year-to-date, reaching a price of $415.50 [9][10] Notable Holdings - Pelosi's investment in Nvidia included call options worth between $1 million and $5 million, acquired just before a significant rise in the stock price [4] - Apple accounted for over 25% of Pelosi's portfolio by early 2024, while Microsoft made up approximately 20% [7][9] - Recently, Pelosi invested in Palo Alto Networks (PANW), purchasing call options worth approximately $1.2 million, although the stock has not performed well since the purchase [10][12] Sector Focus - Pelosi's portfolio is heavily weighted towards the technology sector, including major companies like Amazon (AMZN) and Alphabet (GOOGL), alongside investments in other industries such as Disney (DIS) and AllianceBernstein (AB) [17]