Thursday, June 26, 2025

The Nancy Pelosis Portfolio -- Random Update -- Focus On Nvidia -- June 26, 2025

Locator: 48594PELOSI.

According to ChatGPT:

As of January 14, 2025, Nancy Pelosi (or more accurately, her husband Paul Pelosi) holds call options on Nvidia stock—specifically 50 call options with a strike price of $80 expiring January 16, 2026.

Here’s a quick summary of their recent Nvidia activity: 

Dec 31, 2024: Sold 10,000 Nvidia shares (~$1M–$5M) and exercised 500 call options (50,000 shares) at a $12 strike price

Jan 14, 2025: Purchased 50 new Nvidia call options with an $80 strike expiring Jan 2026 (worth between $250K–$500K). [50 contracts x 100 = 5,000 shares]

So yes—they still “hold” Nvidia exposure through these Jan‑2026 call options. They no longer own the originally held shares (most were sold at the end of 2024), but they have kept a betting position in options.

If you’d like to know how these options are performing now, or what this means in terms of portfolio strategy, I’m happy to dive deeper!

According to The New York Post, "Nancy Pelosi's portfolio" outperformed every large hedge fund in 2024. Her portfolio is widely available for those interested.

History:

  • at "end" of 2024, shares of NVDA: at best, $150
  • today, NVDA: $154
  • could have added more in April, 2025 for around $95