Josh Gottheimer — disclosures (Microsoft-concentrated options book)
Rep. Josh Gottheimer (D-NJ-5); holdings managed via a Morgan Stanley active-assets account. Disclosed via STOCK Act PTRs.
The most concentrated single-name AI bet of the cohort: Gottheimer's disclosed book is effectively a leveraged Microsoft position — up to $25M in MSFT plus a ~$40M cluster of MSFT call options (eight trades, four buys / four sells, strikes $230-$240), wrapped in a Vanguard S&P 500 index core and a smattering of other tech (NVDA, AAPL). Where Pelosi spreads across the value chain, Gottheimer is a Microsoft/AI-capex purist with heavy options leverage.
Top holdings
~61.6% of position; up to $25M + ~$40M options — The dominant holding — up to $25M in MSFT stock plus ~$40M of call options (strikes $230/$235/$240). A concentrated, leveraged bet on the AI-capex / OpenAI-partner hyperscaler.
Index core — broad-market beta diluting the single-name AI concentration.
PTR range — AI-compute name disclosed alongside the MSFT book — secondary to the Microsoft concentration.
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