What are the most lucrative stocks traded by Nancy Pelosi in 2024?

Executive Summary — Quick Bottom Line on Pelosi’s 2024 Winners

Nancy Pelosi’s 2024 trading dossier, as reflected in the provided analyses, shows tech and semiconductor positions—especially Nvidia, Microsoft, Broadcom, Amazon, and Alphabet—delivering the largest reported gains for her disclosed portfolio during that year. Analyses cite large percentage gains for Nvidia (reported as very large, including a 173% figure in one source), meaningful single‑stock sales in Microsoft and Visa that locked in profits, and Broadcom option purchases timed ahead of corporate actions that magnified returns ^{[1] [2] [3]}. The evidence available across the supplied reports paints a consistent picture: Pelosi’s 2024 upside was concentrated in AI, chips and big tech names, with specific lucrative events noted in the Microsoft sale, Broadcom calls, and earlier Nvidia option positions that carried through into 2024 performance ^{[2] [1] [4]}.

1. How the Numbers Add Up — The Biggest 2024 Payoffs Identified

The supplied analyses converge on a short list of stocks and option plays that produced the largest quantified outcomes in 2024 for Pelosi’s disclosed portfolio. Multiple pieces highlight Nvidia as a standout performer, with one analysis assigning a 173% gain to Nvidia in 2024 and other summaries attributing much of the portfolio’s strong calendar return to semiconductor exposure ^[1]. Microsoft appears as a major realized gain, with a reported sale of 5,000 shares for over $2.1 million in late July 2024, framed as a timely exit ahead of later FTC scrutiny ^[2]. Broadcom is identified through option purchases—20 call options in June 2024 at an $800 strike ahead of a 10‑for‑1 split—positioning the portfolio for outsized upside from corporate actions ^[2]. These concrete, transaction‑level details form the core evidence for what were “most lucrative” in 2024.

2. Portfolio Performance Context — Percent Returns and Comparisons

Several analyses quantify the portfolio’s outperformance: one report attributes a 54% return in 2024 and claims the portfolio outpaced many hedge funds, while another credits a 92% return in 2024 in a separate analysis, illustrating variance in calculation and reporting methods across sources ^{[2] [1]}. The discrepancy underscores that different summaries use different baselines—realized trades, option payoffs, paper gains, or combined holdings—to compute returns. Regardless of exact percentage, the common thread is substantial tech-driven gains, with Nvidia, Microsoft, and Amazon frequently named among the top contributors. This convergence suggests that the most lucrative 2024 positions were concentrated in a narrow set of high‑growth technology and semiconductor names that benefited from AI and chip market dynamics that year ^{[1] [3]}.

3. The Specific Trades That Stand Out — Sales, Calls and Timing

The standout, transaction‑level claims show strategic timing: Microsoft sale of 5,000 shares for $2.1 million (late July 2024), Broadcom call buys in June 2024 prior to a split, and Visa share sales ahead of DOJ antitrust action ^[2]. Analysts also point to earlier option plays—Nvidia calls purchased November 2023 that benefited from Nvidia’s subsequent split and price run—contributing materially to 2024 gains ^[2]. These examples illustrate a mix of realized profit taking and leveraged option positioning that magnified returns. The supplied material repeatedly emphasizes that Pelosi’s household trades were dominated by tech and AI exposure, and that many of the most lucrative outcomes were tied to event‑driven moves such as corporate splits and regulatory developments ^{[2] [1]}.

4. Who Actually Traded and How Disclosure Shapes Interpretation

All supplied analyses note a critical disclosure: many trades were executed by Pelosi’s husband and other family actors, not Pelosi personally, and public filings aggregate household activity, complicating attribution ^{[5] [6]}. Reports also flag that Pelosi planned retirement in 2027, which could end public disclosures and therefore reduce transparency for those tracking these trades ^[5]. This procedural detail matters because it affects how confidently one can label a trade as “Pelosi’s” versus “Pelosi household’s,” and it shapes how reporters and trackers interpret which positions were truly driven by her decisions versus family portfolio managers ^{[5] [6]}.

5. Reconciling Conflicting Reports and What Is Missing

The supplied sources show consensus on the broad winners—Nvidia, Microsoft, Broadcom, Amazon, Alphabet—but diverge on exact returns and rankings, reflecting different methodologies, time windows, and whether option payoffs are included ^{[1] [2] [4]}. Key missing elements across the dataset include full transactional records with timestamps, notional sizes for all option positions, and consistent definitions of “most lucrative” (realized profit versus paper gain). Without those raw filings or a consolidated audit, the safest evidence‑based conclusion is to name the tech/semiconductor positions highlighted repeatedly as the most lucrative in 2024, while noting that exact dollar rankings and percentage returns vary by report ^{[2] [6]}.