Adam Khoo · portfolio
Adam Khoo's portfolio: what's disclosed, on the record.
16 dated disclosures from 32 videos reviewed since 2025-09-10. 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.
Positions mentioned
| Ticker | Company | Last said | Weight | Size | As of · account | Mentions | |
|---|---|---|---|---|---|---|---|
| META | Meta | Added · 2026-07-31 | — | $650,000 | 2026-04-10 | 3 | quotes → |
| AMZN | Amazon | Position · 2026-05-04 | — | $390,000 | 2026-04-10 | 2 | |
| CRWD | CrowdStrike | Position · 2026-05-23 | — | — | — | 1 | |
| GOOGL | Alphabet | Position · 2026-09-03 | — | — | — | 1 | |
| LULU | Lululemon | Sold · 2025-09-11 | — | — | — | 1 | |
| NVDA | Nvidia | Position · 2026-01-13 | — | — | — | 1 | |
| PLTR | Palantir | Trimmed · 2026-01-13 | — | — | — | 1 |
Weights and sizes come only from statements about a position's size, on the date shown, in the account shown; one-off buys are not treated as position sizes, and nothing is recomputed at current prices.
The short version
Adam Khoo shares dollar sizes for his biggest positions and a thematic split of the whole portfolio: about 40% with AI exposure (half 'pure' AI capex names, half AI-related businesses like Meta) and 60% elsewhere, including cybersecurity (Palo Alto, Fortinet, CrowdStrike) and communication services. Amazon was his largest position in spring 2026 with roughly $390,000 in one account; Meta was third or fourth at over $650,000 in total. He says he sold 'quite a bit' of Palantir but still holds a sizeable position.
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.
Disclosure log, newest first
PositionGOOGL
“Communication services I hold a lot, which includes Meta, Google and Netflix. Meta is down for the year, Netflix is down for the year, but I don't mind because I've been accumulating shares.”
AddedMETA
“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.”
Allocation
“This is how my portfolio is diversified according to the secular investment themes. So, about 16% of my portfolio are in stocks that are directly related to the AI capex build-out.”
Allocation
“This is how my portfolio is diversified according to the secular investment themes. So, about 16% of my portfolio are in stocks that are directly related to the AI capex build-out.”
Allocation
“That is another 20% of my portfolio. So, 40% of my portfolio has got AI exposure. The other 60% of my portfolio…”
Allocation
“That is another 20% of my portfolio. So, 40% of my portfolio has got AI exposure. The other 60% of my portfolio…”
PositionCRWD
“So, I own Palo Alto, I own Fortinet, I own CrowdStrike, and recently the share price has been going up.”
Gain / loss
“My portfolio is doing pretty well after suffering a bit of a drawdown early part of the year. My portfolio is up 16%.”
Gain / loss
“My portfolio is doing pretty well after suffering a bit of a drawdown early part of the year. My portfolio is up 16%.”
PositionAMZN
“And we have got now Amazon that is slightly overvalued, which is my second biggest position, in fact. I can't buy more because it's overvalued, especially after earnings it popped up.”
PositionMETA
“I bought it back at 150, at 200, at 300, and now I'm holding it. Today, Meta is one of my biggest positions, my third or fourth biggest. In total, I've got over $650,000 invested in Meta.”
Largest positionAMZN
“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 $390,000 US in this account and another…”
AddedMETA
“These are stocks that I own and I've been adding myself. Example number one would be Meta.”
TrimmedPLTR
“I still own Palantir, although I've sold quite a bit of it, but I still own a sizable position.”
PositionNVDA
“ASML, which has actually done really well for me last year especially. It's still in my portfolio. Nvidia is still in my portfolio. These are my core portfolio holdings.”
SoldLULU
“I used to own Lululemon. In fact, I bought it at $251 right there, towards the middle part of 2024.”
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. Full methodology.
Coverage: 32 of 32 videos published since 2025-09-10 reviewed. Data generated 2026-09-11.