Former Speaker Nancy Pelosi and Pershing Square Capital Management CEO Bill Ackman share four stocks in their portfolios, including three members of the Magnificent 7. The common holdings are Uber Technologies, Alphabet Inc, Amazon.com Inc, and Microsoft Corp. Pelosi's portfolio is managed by her husband, Paul Pelosi, while Ackman's positions are tracked through his hedge fund.

Shared Holdings

The four stocks owned by both Pelosi and Ackman include recent additions and long-term positions. Pelosi disclosed Uber as one of the two newest positions in her investment portfolio. Her husband bought 200 call options of Uber with an expiration date of March 19, 2027, and a strike price of $50. The transaction was completed on May 29, 2026. Ackman disclosed owning 29,958,771 Uber shares at the end of the first quarter, representing 16% of assets in the Pershing Square fund.

Pelosi disclosed buying 50 call options of Alphabet Class A stock (GOOGL) on Jan. 14, 2025. The options were exercised earlier this year for 5,000 shares. Ackman disclosed owning 311,726 GOOG shares and 32,376 GOOGL shares in the Pershing Square fund at the end of the first quarter. Both positions were cut by 95% in the first quarter.

Pelosi disclosed buying 50 call options of Amazon.com on Jan. 14, 2025. Those options were exercised in January 2026 for 5,000 shares. Ackman disclosed owning 11,451,981 Amazon shares in the first quarter, representing 17% of the Pershing Square Capital Management portfolio. The e-commerce giant was a new purchase by Pershing Square in 2025.

Pelosi last traded Microsoft stock with a sale of 5,000 shares in July 2024. Ackman announced Microsoft as a new purchase in the first quarter, when Pershing Square added 5,654,078 MSFT shares, worth around $2.09 billion at the end of March. The stock was around 15% of the company’s assets.

Investment Strategies

Pelosi's husband has a history of buying call options that are in the money and have expiration dates of a year from the purchase date. He later exercises the options into common stock. Investments are often made in the technology sector, favoring large-cap names.

Ackman is a value and activist investor, known for taking large stakes in companies with dominant positions in their sectors and for pushing for changes to unlock shareholder value. Three of the four stocks Pelosi and Ackman have in common are members of the Magnificent 7 and among the most valuable companies in the world.

Uber Technologies Inc shares rose 5.71% to $73.66 on Wednesday after the company announced the addition of five new retailers to its Uber Eats marketplace. The stock is trading 4.5% above its 20-day simple moving average and roughly 1% above both the 50-day and 100-day simple moving averages, suggesting a stabilizing near-term trend. The primary driver for the positive momentum is the strategic expansion of the platform into non-food categories.

New Retail Partnerships

Uber said that Kiehl's, FedEx Office, Blick Art Materials, Academy Sports + Outdoors, and Choice Pet are joining the Uber Eats, Uber, and Postmates apps for on-demand delivery. This move continues Uber's push to build a multi-category retail marketplace rather than a food-only service. The new partners expand the platform’s reach into skincare, shipping supplies, art materials, sporting goods, and pet products.

Hashim Amin, Uber’s head of retail for North America, said consumers are increasingly using Uber Eats for more than meals. He added that bringing in a wider mix of retailers expands access to everything from pet supplies and sporting goods to craft materials and everyday essentials. Uber One members receive a $0 delivery fee on eligible retail orders along with other membership perks.

Regional Impact and Inventory

Each retailer adds a different type of inventory to the platform, targeting specific geographic regions:

Market Sentiment and Technical Levels

Adding to the bullish sentiment, a recent disclosure showed that Nancy Pelosi bought 200 Uber call options with a $50 strike that expire in March 2027. Her trading activity is closely monitored by retail investors. The stock faces resistance at the 200-day simple moving average of $81.77, roughly 9% above the current price. Momentum indicators like the MACD are above the signal line, indicating eased downside pressure.

Key technical levels to watch include a resistance level at $81.00, near the 200-day trend region, and a support level at $69.00, near the lower boundary of the 52-week range. The stock remains in a recovery attempt until it can push above the May swing high.