Ro Khanna bought Seagate Technology around April 13. By May 11, that position was up 62.5%. Twenty-eight days. Most people's 401(k)s don't do that in a year.
These are the nine best-performing recent Congressional purchases ranked by percent gain from trade date to filing-period close. All of them cleared double digits. Several cleared double digits before the ink on the disclosure was dry.
Aged like wine means the entry timing held up. Draw your own conclusions about why the entry timing was so good.
Photo: Ike Hayman, House Creative Services, Public domain, via Wikimedia CommonsPurchase of $MEDP (1K-15K) on . +12.5% as of .
Taylor's Medpace Holdings purchase on May 15 returned 12.5% by June 12. The smallest gain on this list and still a better four-week return than most mutual funds post in a year. The bar for congressional trading is set very high, apparently.
Photo: Ike Hayman, House Creative Services, Public domain, via Wikimedia CommonsPurchase of $TSM (1K-15K) on . +13.3% as of .
Fields bought Taiwan Semiconductor Manufacturing on April 9 and cleared 13.3% by May 7. TSMC had been the explicit subject of tariff carve-out negotiations for weeks. Fine entry.
Photo: House Creative Services, Public domain, via Wikimedia CommonsPurchase of $NVDA (1K-15K) on . +13.6% as of .
McGuire picked up Nvidia in mid-April for a 13.6% return. At this point, a congressman buying Nvidia might be the least surprising disclosure on this list, which is its own kind of statement about how normalized this has become.
Photo: Office of Congressman Tom Kean, Public domain, via Wikimedia CommonsPurchase of $TXN (1K-15K) on . +35.5% as of .
Kean bought Texas Instruments on April 14. It returned 35.5% by May 12. TXN is not a sleepy stock, but it doesn't usually move like that in four weeks without a reason. The reason, per the filings, is apparently just good judgment.
Photo: Ike Hayman, House Creative Services, Public domain, via Wikimedia CommonsPurchase of $ENTG ($1,001 - $15,000) on . +36.1% as of .
McClain Delaney bought Entegris on May 21 and was up 36.1% by June 18. Semiconductor materials, purchased while semiconductor policy was on every committee's docket. A short-list investment thesis if we've ever seen one.
Photo: Unknown, Unknown license, via Wikimedia CommonsPurchase of $TEAM (1K-15K) on . +42.4% as of .
Warner's Atlassian trade returned 42.4% in 28 days. The Virginia Democrat who has been loudest about tech-sector oversight apparently also has strong personal conviction in enterprise collaboration software. Diversity of interests.
Photo: U.S. House Office of Photography, Public domain, via Wikimedia CommonsPurchase of $HUM (1K-15K) on . +43.1% as of .
McCaul bought Humana in April and watched it run 43.1% in under a month. The House Foreign Affairs Committee chair picking health-insurance stocks right after the sector got rattled is a choice worth clocking.
Photo: Kristie Boyd; U.S. House Office of Photography, Public domain, via Wikimedia CommonsPurchase of $AMD (1K-15K) on . +50.6% as of .
Gottheimer's AMD purchase on April 27 returned 50.6% by May 26. Twenty-nine days, half a percent a day, on a chip stock that had just been in the center of every tariff and export-control briefing on the Hill. Great instincts.
Photo: U.S. Congress/Eric Connolly, Public domain, via Wikimedia CommonsPurchase of $STX (1K-15K) on . +62.5% as of .
Khanna bought Seagate Technology on April 13 and booked a 62.5% return in 28 days. The Silicon Valley congressman who sits on committees overseeing the semiconductor supply chain had, apparently, a very strong feeling about hard-drive storage stocks that month. The receipts are public. Make of them what you make of them.
Nine members. Nine purchases inside the last 90 days. Nine double-digit returns at the close of the disclosure window. The entry timing across the board is the kind of thing a quant fund would study.
Members are required to disclose trades within 45 days. They are not required to divest, recuse, or explain. The system works exactly as designed. The receipts are public. Reader judgment applies.