Adam Khoo · portfolio
Adam Khoo's portfolio: what's disclosed, on the record.
19 dated disclosures from 12 videos. Only what the creator said or showed on camera — positions, weights, buys, sells — each linked to the second it was said. This is not a brokerage statement and not a complete portfolio.
- Latest disclosure
- Sep 14, 2026
- Disclosures on record
- 19
- Companies named
- 11
- Portfolios shown
- 3
- Channel last checked
Spoken disclosures are reproduced word for word from the video and linked to the second they were made; on-screen tables show the rows as they appear on screen at that second and are marked “on-screen table”.
The short version
As of September 2026, Adam Khoo said they held Arch Capital in their capital gains portfolio, Singapore REITs in their dividend portfolio, and Meta, Google and Netflix, but no energy stocks. In July 2026 they said they owned Microsoft, kept adding to Meta, and had about 16% in AI capex build-out stocks and 40% with AI exposure. In May 2026 they reported their portfolio up 16%, named CrowdStrike, and called Amazon their second biggest position; in April 2026 Amazon was their biggest, about $390,000 in one account, with about $650,000 in Meta in total. They said they sold Adobe and bought UnitedHealth in October 2025, and trimmed Palantir while holding Nvidia in January 2026. These are statements made on camera and do not establish complete holdings or realized returns.
Summary of the quotes on this page. Updated .
Accounts mentioned: Two brokerage accounts shown on screen; figures are per account unless the quote says 'in total'.
Read with care: He states amounts in US dollars from a Singapore base; percentages are of his stock portfolio as he defines it.
Latest disclosures
Latest known positions
Status comes from the latest dated statement on this page. A position the creator never mentions again stays at its last known state. Sizes are as stated on the date shown, per account, and are not updated for later prices.
one of two accounts (unnamed)
| Ticker | Company | Status | Last confirmed | Size / weight |
|---|---|---|---|---|
| AMZN | Amazon | Held | aging | about $390,000 · |
Across all accounts
| Ticker | Company | Status | Last confirmed | Size / weight |
|---|---|---|---|---|
| META | Meta | Held | current | $650,000 · |
Size never disclosed
| Ticker | Company | Status | Last confirmed |
|---|---|---|---|
| ACGL | Arch Capital | Held | current |
| GOOGL | Alphabet | Held | current |
| MSFT | Microsoft | Held | current |
| CRWD | CrowdStrike | Held | aging |
| NVDA | Nvidia | Held | aging |
| PLTR | Palantir | Reduced | aging |
| UNH | UnitedHealth | Held | last known |
Current: last confirmed within 120 days of this page’s update; aging: within a year; older is shown as last known. A size followed by a trim, a sale or a “not held” is greyed out and dated as it was said. Weights are per account and per date, so they do not add up to 100% and cannot be compared across groups. One-off buys are not treated as position sizes. Later statements on the stock’s timeline are linked, not counted.
Sold or said not held
“Sold, all of it” only when the creator said so in as many words; a sale without that stays “Sold, not said if all of it”. A trade the creator described from before the video does not change a status.
Disclosure log, newest first
“So for example, in my capital gains portfolio, I hold Arch Capital, ACGL.”
“Do I own REITs? Yes, I do. I own Singapore REITs in my dividend portfolio”
Corrected · corrections log
- 17
— Position — GOOGL
“Communication services I hold a lot, which includes uh Meta, uh Google and Netflix. these are the three biggest communication services and and Meta is down for the year, Netflix is down for the year, but I don't uh mind because I've been accumulating shares.”
Corrected · corrections log
“I don't participate in it because I don't hold hold any energy stocks”
- 15
— Added — META
“Disclaimer, I already own a lot of Meta, which I bought years ago at very low prices, but I've been still adding a bit more.”
“This is how my portfolio is diversified according to the secular investment themes. So, about 16% of my portfolio are in stocks that are direct directly related to the AI capex build-out.”
Corrected · corrections log
- 13
— Position — MSFT
“Meta, like Amazon, like Microsoft, yeah, I own these ones, okay?”
“So, 40% of my portfolio has has got AI exposure.”
Corrected · corrections log
- 11
— Position — CRWD
“So, I own Palo Alto, I own Fortinet, I own CrowdStrike”
Corrected · corrections log
“My portfolio is doing pretty well after suffering a bit of a drawdown early part of the year. My portfolio is up 16%.”
- 9
— Position — AMZN
“And we have got now Amazon that is slightly overvalued, which is not my big my second biggest position, in fact. But of course, I bought Amazon when it was undervalued. But now I can't buy any more because it is now overvalued, all right?”
Corrected · corrections log
- 8
— Position — META
“In total, I've got about over 600 $650,000 US dollars invested in Meta.”
Corrected · corrections log
“I'm just sharing why Amazon is currently the biggest position in my portfolio. Across my two accounts, you can see that Amazon, I own about um $390,000 US in this account and another”
Corrected · corrections log
- 6
— Added — META
“These are stocks that I I own and I've been adding myself. So, let's take a look at a few examples. So, Example number one would be Meta.”
Corrected · corrections log
- 5
— Trimmed — PLTR
“I still own Palantir, although I've sold quite a bit of it, but I still own a sizable position.”
- 4
— Position — NVDA
“Nvidia is still my portfolio. These are my core portfolio holdings.”
Corrected · corrections log
- 3
— Sold — ADBE
“I've already sold Adobe right now. Adobe to me uh is one that I'm really not sure. Okay. Will it be disrupted by AI? I'm really not sure. And that's why I decided to sell it.”
- 2
— Bought — UNH
“So first would be of course United Health which I've been banging the table is so plenty cheap right I've been buying and of course now it's way above my average price”
- 1
— Not holding — LULU
“I used to own Lululemon. In fact, I bought it at $251 right there, which was at the towards the middle part of 2024.”
Corrected · corrections log
How to read this
Every line is something Adam Khoo said or showed in a public video, with the date and a link to the moment. We list disclosures; we do not infer holdings from opinions, and we do not fill gaps. A creator can own things they never mention and sell things without saying so. Dollar figures and weights are as stated on the day, not updated for later price moves. What every label means.
Covers Adam Khoo’s videos from through : all 34 searched for statements about the creator’s own holdings.
Independent record — not affiliated with or endorsed by Adam Khoo. Request a correction or removal