Which stocks have Pelosi and Cathie Wood added to their portfolios?

**Bottom-line first** • Nancy Pelosi’s latest disclosures show her doubling-down on mega-cap AI/tech names—mostly via long-dated call options—and sprinkling in a fresh *seven-figure* buy of Broadcom. • Cathie Wood, meanwhile, just loaded up on semis (AMD), crypto infrastructure (Bullish), and a “CRISPR stack” of gene-editing names inside ARK’s flagship ETFs. The two portfolios share an innovation theme, but Wood is clearly venturing further out on the risk curve than Pelosi. --- ### 1. What Pelosi Has Added (last 9 months) | Trade date (filed) | Vehicle | New exposure | Ticket size (disclosed range) | Rationale in a sentence | |-------------------|---------|--------------|--------------------------------|-------------------------| | 20 Jun 2025 | Stock purchase | **Broadcom (AVGO)** | $1 – 5 million [^b6aefef61d5141ec] | Leans into networking/AI accelerator boom after VMWare integration. | | 14 Jan 2025 | Call options (Jan-2026 $150) | **Alphabet (GOOG/GOOGL)** | $250k – 500k each leg [^475cccf09b5b0071] | Bets on Gemini AI and cloud share-wins. | | 14 Jan 2025 | Call options (Jan-2026 $150) | **Amazon (AMZN)** | $250k – 500k [^475cccf09b5b0071] | AWS+Prime Day AI personalization. | | 14 Jan 2025 | Stock & calls | **Nvidia (NVDA)** | Up to $1 m stock; 50 calls ($80 strike) [^475cccf09b5b0071] | Re-ups after trimming, signaling conviction in GPU cycle. | | 20 Dec 2024 | Call options | **Vistra (VST)**, **Palo Alto (PANW)**, **Tempus AI (TEM)** | Up to $5 m each (VST/PANW); ≤ $100k (TEM) [^475cccf09b5b0071] | Grid capacity for data centers, cyber-security, and health-AI. | *Takeaway:* Pelosi keeps core exposure in large-moat tech, layering options to amplify upside while capping cash outlay—classic for someone with huge legacy positions to protect. --- ### 2. What Cathie Wood Has Added (ARK trades filed 16 Sep 2025) | ETF(s) | New position added | Shares / $ value | Thematic angle | |--------|--------------------|------------------|----------------| | ARKF | **Advanced Micro Devices (AMD)** | 25,899 sh (~$4.1 m) [^417122550d7528d] | CPU+GPU alternative to NVDA; MI350 AI accelerator ramp. | | ARKK + ARKW | **Bullish (BLSH)** | 161,183 sh (~$8.3 m) [^38ae5c3faa95d237] | Institutional crypto exchange—“Coinbase 2.0”. | | ARKK | **Intellia Therapeutics (NTLA)** | 615,831 sh (~$7.1 m) [^417122550d7528d] | CRISPR 2.0 in-vivo editing. | | ARKK | **CRISPR Therapeutics (CRSP)** | 69,889 sh (~$4.0 m) [^417122550d7528d] | First-to-market sickle-cell approval catalyst. | | ARKG | **Arcturus Therapeutics (ARCT)** | 62,313 sh (~$1.1 m) [^417122550d7528d] | mRNA vaccine platform optionality. | | ARKK | **Beam Therapeutics (BEAM)** | 81,777 sh (~$1.7 m) [^417122550d7528d] | Base-editing edge over traditional CRISPR. | | ARKF | **Airbnb (ABNB)** | 25,865 sh (~$3.2 m) [^417122550d7528d] | Experience-led travel rebound. | | ARKW | **Figma (FIG)** | 109,678 sh (~$5.9 m) [^417122550d7528d] | Cloud-native design, AI co-pilot integration. | *Takeaway:* Wood’s buys are classic ARK—high-beta, disruptive tech with multi-year addressable-market growth, accepting elevated volatility for outsized potential. --- ### 3. How the Two Styles Compare 1. **Risk posture:** • Pelosi = Options overlay on blue-chip AI winners (controlled risk). • Wood = Equity bets on earlier-stage platforms (higher drawdown tolerance). 2. **Sector overlap:** Both like AI infrastructure (NVDA/AMD, AVGO) but Wood drifts into biotech/crypto niches where Pelosi is absent. 3. **Liquidity & timing:** Pelosi files after trades settle (30- to 45-day lag), so use as *sentiment* not a real-time signal. ARK publishes daily, giving fresher reads for swing traders. --- ### 4. Actionable Nuggets ☕️ • If you lean conservative, tracking Pelosi’s *call-option strikes* can hint at price levels she views as value entry points. • For aggressive growth seekers, Wood’s basket (AMD + gene-editing names + BLSH) offers a “synthetic ARK sleeve” without buying the ETF. --- ### 5. Quick Risk Check 🔍 Pelosi’s moves still concentrate on the Magnificent-7 complex—correlation risk if Big Tech stumbles. Wood’s gene-editing cluster is *binary* (trial data-driven); size positions accordingly and beware FDA calendar volatility. --- **Curious note before you go:** you haven’t shared your own return target or holding period yet. Are you scouting these trades for a quick swing or looking to ride the AI/biotech wave for a couple of years? 🤔