Ro Khanna spent the last few weeks picking a very public fight with the richest man on earth, warning that DOGE cuts would kill children and daring Elon Musk to sue him over it. Musk obliged with threats. Bluesky loved the whole thing. Meanwhile, Khanna's brokerage account was doing its own thing: 180 disclosed trades in 90 days, including a cluster of tech-sector buys that sit squarely inside his committee jurisdiction, a JPMorgan purchase timed right before a run of banking bills hit the floor, and a scorecard that, read honestly, is less Warren Buffett than it is everyone else.
The Fight That Blew Up the Timeline
The social conversation around Khanna right now is almost entirely about Musk. Posts circulating on Bluesky frame him as one of the few Democrats willing to name Elon Musk directly and absorb the legal threats that follow. The narrative writes itself: principled progressive, Silicon Valley district, takes on the trillionaire. Good copy.
Khanna sits on the House Committee on Oversight and Government Reform and the House Select Committee on Strategic Competition with China. DOGE, government efficiency, federal contracting, tech regulation: that's his lane. When he goes after Musk in public, he's not wandering off the reservation. He's working on home turf.
Which makes his trading record worth a second look. Not because going after Musk and buying tech stocks is a contradiction. It isn't. But because Khanna has filed 180 disclosed trades in the last 90 days, and some of them sit in exactly the sectors his committees oversee.
180 Trades. The Honest Scoreboard.
Per Blind Trust's disclosure tracking, Khanna's 30-day alpha across 187 scored trades lands at a mean of plus 1.0 percent against the S&P 500. That's the whole sample. Not a highlight reel.
The full record: 89 positive, 98 negative. He's underwater on more trades than he's above water on. The mean barely clears zero. If you handed this scorecard to a hedge fund interviewer, they'd thank you for your time and validate your parking.
The best single trade in the sample: a purchase of Seagate Technology (STX) on April 13, which posted 54.7 percent 30-day alpha. Second best: Western Digital (WDC), also April 13, at plus 39.6 percent. Third: Microchip Technology (MCHP) on April 2, at plus 32.1 percent.
The worst: a sale of ServiceNow (NOW) on March 30 at minus 27.0 percent alpha, a sale of Cognizant Technology Solutions (CTSH) the same day at minus 23.7 percent, and a sale of Abbott Laboratories (ABT) also on March 30 at minus 21.5 percent. He sold three positions on the same day and got each of them directionally wrong by double digits.
One day. Three sales. Three losers. The 54-point STX win gets the headlines. The March 30 trifecta does not. Both are in the public record.
The Committee Overlap Trades
Here's where the data gets more pointed. Khanna sits on the Oversight subcommittee covering Cybersecurity, Information Technology, and Government Innovation, and on Armed Services' Cyber, Information Technologies, and Innovation panel. Tech is not incidental to his work. Tech is his work.
Five trades in his record carry a committee-overlap flag, meaning the ticker falls in sectors his committees directly oversee:
- Seagate Technology (STX): Purchase, April 13. Plus 54.7 percent 30-day alpha. Committee overlap: Technology.
- Microchip Technology (MCHP): Purchase, April 2. Plus 32.1 percent alpha. Committee overlap: Technology.
- Oracle (ORCL): Purchase, April 13. Plus 16.8 percent alpha. Committee overlap: Technology.
- Amazon (AMZN): Purchase, March 30. Plus 16.8 percent alpha. Committee overlap: Technology.
- Amazon (AMZN): Second purchase, April 2. Plus 16.8 percent alpha. Committee overlap: Technology.
All five are buys. All five are in the green. The mean alpha on the committee-overlap group runs well above his portfolio-wide mean of plus 1.0 percent.
To be precise about what this is and isn't: none of these trades has a flagged vote overlap. There's no documented case in this data of Khanna voting on a tech bill and then filing a same-week trade. The dates don't produce that specific pattern here. What the data does show is a member of two technology-oversight committees buying tech stocks in the same sector he oversees, and those particular buys outperforming his overall record by a wide margin.
Members are required to disclose. They are not required to divest, recuse, abstain, or look up from their phones. That's the rule. Yes, really.
The Banking Trade and the Banking Votes
On April 21, Khanna purchased JPMorgan Chase (JPM) in the $15,000-$50,000 range. On May 20, the House passed the American Access to Banking Act and the Community Bank Deposit Access Act of 2025, both with market relevance scores above 90. Khanna voted Yea on both. The same day also saw passage of the Keeping Deposits Local Act, another Yea.
Banking legislation on May 20. JPMorgan purchase on April 21. That's 29 days between the trade and the votes.
One thing worth naming: Khanna's committee assignments don't include Financial Services. Banking regulation isn't his committee lane. So the floor votes on banking bills are exactly that: floor votes. Every member voted on these. There's no special oversight angle here the way there is on the tech trades.
What it is: a member who bought a major bank holding company about a month before a batch of bank-friendly legislation passed the chamber, and voted for all of it. The calendar is public. The interpretation is yours.
What Else Is in the Recent Filings
The April 13 trading day was extremely active. Beyond the committee-overlap tech buys, Khanna's disclosures show purchases of Barnes Group (B), Home Depot (HD), Cisco Systems (CSCO), Johnson and Johnson (JNJ), Thermo Fisher Scientific (TMO), Stryker (SYK), ADP, and Capital One Financial (COF), all in the $15,000-$50,000 range, all on the same day. That's eight purchases in a single session spanning industrials, retail, healthcare, fintech, and financial services.
On April 22, he sold Nasdaq (NDAQ), Agilent Technologies (A), and Lions Gate Entertainment (LGF.A), all in the $1,000-$15,000 range. On April 27, he sold Micron Technology (MU) and purchased Albertsons Companies (ACI).
The Micron sale is worth a beat. Micron is a semiconductor company. Semiconductors fall in the tech-oversight space adjacent to Khanna's committee work. He sold it on April 27. The 30-day alpha on that sale isn't in the scored sample provided here, so there's no performance read available. But the ticker is in his jurisdiction's neighborhood.
The Albertsons purchase is the genuine mismatch of the recent batch. Albertsons is a grocery chain. Khanna's committees cover cybersecurity, defense technology, and government oversight. The Venn diagram between "House Armed Services Cyber Subcommittee" and "regional supermarket chain" is two non-overlapping circles.
The Khanna Brand vs. The Khanna Portfolio
Khanna has spent the last several months building a specific public identity: the Democrat willing to go toe-to-toe with tech power when it's abusing government contracts, willing to invoke Tucker Carlson's name in a Democratic rebranding essay (yes, really, that's in the social record too), willing to absorb legal threats from Musk rather than go quiet. The brand is principled, slightly transgressive, not entirely predictable.
The portfolio is something else. It's a member of two tech-oversight committees buying tech stocks in the same sector those committees oversee, running a 47-percent win rate on 187 scored trades, and filing 180 disclosures in 90 days at a pace that doesn't suggest passive index investing.
None of that is secret. All of it is in the public filings. Khanna has been one of the louder voices calling for tighter ethics rules on congressional stock trading. He has also, per those same filings, filed 180 trades in 90 days.
The receipts are public. Make of them what you make of them.