Daniel Pronk · portfolio
Daniel Pronk's portfolio: what's disclosed, on the record.
23 dated disclosures from 85 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 | |
|---|---|---|---|---|---|---|---|
| BN | Brookfield Corporation | Trimmed · 2026-06-12 | 25% | — | 2026-01-05 | 5 | |
| AMZN | Amazon | Weight · 2026-07-08 | 10% | — | 2026-07-08 | 4 | quotes → |
| CSU | Constellation Software family | Weight · 2026-02-14 | 7% | — | 2026-02-14 | 1 | |
| ROAD | Construction Partners | Weight · 2026-08-07 | 5% | — | 2026-08-07 | 1 | |
| APP | AppLovin | Weight · 2026-08-25 | 1% | — | 2026-08-25 | 1 | |
| BAM | Brookfield | Added · 2026-04-28 | — | — | — | 2 | quotes → |
| MELI | MercadoLibre | Bought · 2026-03-05 | — | — | — | 1 | quotes → |
| META | Meta | Largest position · 2026-08-28 | — | — | — | 2 | |
| NVDA | Nvidia | Not holding · 2025-10-07 | — | — | — | 1 | |
| TEA | Tasmea Limited | Largest position · 2026-06-12 | — | — | — | 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
Daniel Pronk describes a concentrated portfolio with a self-imposed cap of about 25% on the largest position. For most of the window that was Brookfield Corporation (BN), until he trimmed it in spring 2026; in June 2026 he revealed that the new largest position is Tasmea Limited (ASX: TEA), an Australian electrical and infrastructure contractor he bought heavily around its Maxim Group acquisition. Amazon became the second-largest position at roughly 10% through steady buying, Meta grew into one of the largest as he bought under $600, and MercadoLibre was bought 'a share almost every day' during its 2026 slide. He says he owns no Nvidia and no Microsoft.
Accounts mentioned: One personal portfolio, described in percentages; occasional dollar amounts for individual buys.
Read with care: Brookfield appears as two tickers (BN parent, BAM asset manager); quotes say which. Tasmea trades on the ASX; auto-captions render it as 'Tasmania'. No full holdings table has been shown on screen in the reviewed videos.
Disclosure log, newest first
Largest positionMETA
“I have been consistently and aggressively building out my position again under $600 per share, and Meta has become one of the largest positions in my portfolio in this price range.”
WeightAPP
“For AppLovin, as I said, I am keeping my position small at just over 1% of my portfolio until I continue to see…”
BoughtMETA
“For these reasons, I have been buying a lot of Meta and Amazon in the market. And Amazon has become the second largest position in my portfolio.”
WeightROAD
“I did add to my position. And Road has become a larger position in my portfolio at nearly 5% of my overall allocation.”
WeightAMZN
“Full disclosure, Amazon is now the second largest position in my portfolio at around 10% of my total portfolio.”
BoughtAMZN
“The first stock that I am actively buying in the market right now is Amazon. This is actually one of my largest positions.”
Largest position
“So I bought a lot, like the day that acquisition was announced. And yeah, it's the largest position in my portfolio.”
Largest position
“So I bought a lot, like the day that acquisition was announced. And yeah, it's the largest position in my portfolio.”
Largest positionTEAon-screen table
“'Revealing My New Largest Stock Position': the position is Tasmea Limited, ASX-listed electrical and infrastructure contractor; the video walks through its acquisition presentation for Maxim Group (data-centre electrical contractor). He says he bought a lot the day the acquisition was announced and it is now the largest position in his portfolio.”
TrimmedBN
“After I have trimmed down Brookfield, it is no longer the largest position in my portfolio.”
TrimmedBN
“The stock that I am trimming down is Brookfield Corporation, the BN ticker. The reason I am trimming down my BN position is to add to BAM.”
AddedBAM
“The reason I am trimming down my BN position is to add to BAM.”
Allocation
“My largest position is limited to around 25% of my portfolio.”
Allocation
“My largest position is limited to around 25% of my portfolio.”
SoldBAM
“Brookfield Asset Management, or the BAM ticker. Now, I used to own a significant amount of BAM, but back in October of 2024, I sold my position and rotated all of that capital into Brookfield Corporation, the BN ticker.”
Largest positionBN
“I have been continuing to nibble and add to my position. And Brookfield Corporation remains the largest position in my portfolio by a pretty wide margin.”
BoughtAMZN
“The third stock that I bought this week, this one is Amazon. Ultimately, I do still think that the stock is undervalued, and that is why I am continuing to add to my position.”
BoughtMELI
“The first stock that I have been buying over the past week is Mercado Libre. It got down into the $1,600 range at the beginning of this week. And I have pretty much been buying a share of Mercado Libre every single day.”
WeightCSU
“CSU, Topicus, and Lumine, those are the stocks that I own, roughly 7% of my overall portfolio right now.”
WeightBN
“I trim the position pretty much all of the time to keep it around 25% of my overall portfolio. The reason that I remain bullish on Brookfield Corporation is because Brookfield invests in and owns real physical assets.”
Not holdingNVDA
“I don't own Nvidia. I don't own Microsoft.”
WeightAMZN
“That's what I do in my own portfolio. I don't own Nvidia. I don't own Microsoft. The only Mag 7 stock I have is Amazon, and it's only 5% of my portfolio.”
Largest positionBN
“For all of those reasons, that is why Brookfield Corporation remains the largest position in my portfolio by far.”
How to read this
Every line is something Daniel Pronk 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: 85 of 85 videos published since 2025-09-10 reviewed. Data generated 2026-09-11.