Pelosi holdings tracker 2025-05-28

Yukin2025-05-18 00:20 EDT

Machine-translated from Chinese, so it may read oddly. Comments are left as members wrote them. Read the Chinese original

2025-05-28

[Original summary post: https://www.lakebbs.ca/post-013d6d7c]

[It is recommended to bookmark the original summary post directly]

NVDA 20% (--)

APPL 5% (--)

AVGO 10% (+1%)

GOOGL 13% (-1%)

PANW 11% (-1%)

CRWD 6% (--)

MSFT 5% (--)

TSLA 4% (+1%)

AMZN 9% (-1%)

VST 9% (+1%)

TEM 9% (+1%)

Return in the past year: +25%

Summary: While sticking to core tech (such as semiconductors and hardware), the fund has slightly tilted toward niche growth tracks and reduced exposure to some tech giants, possibly reflecting a view on divergence within tech, or using rebalancing to control drawdowns.