Daniel Pronk · portfolio
Daniel Pronk's portfolio: what's disclosed, on the record.
30 dated disclosures from 23 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
- Oct 20, 2026
- Disclosures on record
- 30
- Companies named
- 13
- 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 October 2026, Daniel Pronk said they did not own Netflix, and that Brookfield Asset Management (BAM) and Construction Partners (ROAD) were nearly the only stocks they were buying. In September 2026, Meta was their third-largest position at almost 10%; Amazon was second-largest in August 2026, when ROAD was nearly 5% and AppLovin just over 1%. In August 2025 they said they had sold Hims & Hers, and in April 2026 they said they sold BAM in October 2024. Brookfield Corporation (BN) was their largest position through March 2026, kept near 25%, until they trimmed it in April and June 2026; Tasmea (TEA) was named largest in June 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: 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. No full holdings table has been shown on screen in the reviewed videos.
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.
Size stated without naming an account
| Ticker | Company | Status | Last confirmed | Size / weight |
|---|---|---|---|---|
| AMZN | Amazon | Held | currentLater on the AMZN timeline: Disclosed buy · Oct 11, 2026 → | around 10% · |
| META | Meta | Held | current | almost 10% · |
| ROAD | Construction Partners | Held | current | nearly 5% · |
| APP | AppLovin | Held | current | over 1% · |
| BN | Brookfield Corp | Reduced | aging | around 25% · before a later trim, |
| CSU | Constellation Software | Held | aging | roughly 7% · |
Size never disclosed
| Ticker | Company | Status | Last confirmed |
|---|---|---|---|
| BAM | Brookfield | Held | currentLater on the BAM timeline: Disclosed buy · Oct 8, 2026 → |
| MELI | MercadoLibre | Held | aging |
| TEA | Tasmea Limited | Held | aging |
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.
Mentioned without a clear position
Named in a disclosure that says nothing about holding it now: a hedge, an options trade, an allocation, or a trade from before the video.
Disclosure log, newest first
- 30
— Not holding — NFLX
“I don't own Netflix in my portfolio, but many of my viewers ask me to cover Netflix every”
- 29
— Added — ROAD
“more Brookfield Asset Management and Construction Partners in my portfolio and these are the two main stocks that I am continuing to buy. They're pretty much the only two stocks that I am buying right now.”
- 28
— Added — BAM
“over the past few months, I have been loading the boat with Brookfield Asset Management shares in my portfolio.”
- 27
— Cost basis — META
“To put this in perspective, my first Meta share that I bought was around $680”
- 26
— Weight — META
“have also been buying so much Meta in the stock market over the past few months and Meta has actually become the third largest position in my portfolio at almost 10% now”
- 25
— Position — META
“I have been consistently and aggressively been 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.”
Corrected · corrections log
- 24
— Weight — APP
“For AppLovin, as I said, I am keeping my position small at just over 1% of my portfolio until I continue to see…”
- 23
— Not holding — NU
“Now, the reason that I do not own Nubank in my portfolio is because I have Mercado Libre.”
- 22
— Bought — META
“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.”
- 21
— Weight — ROAD
“I did add to my position. And Road has become a larger position in my portfolio at nearly 5% of my overall allocation.”
“So, for myself, I don't own a single index fund in my portfolio. I have a portfolio of handpicked stocks, and that's what works best for me.”
- 19
— Not holding — NFLX
“They're growing faster, they're more diversified, and they have much stronger moats in my opinion. This is why I don't own Netflix”
- 18
— Weight — AMZN
“Full disclosure, Amazon is now the second largest position in my portfolio at around 10% of my total portfolio.”
- 17
— Bought — AMZN
“The first stock that I am actively buying in the market right now is Amazon. This is actually one of my largest positions.”
- 16
— Largest position — TEA
“So I bought a lot. Like the day that acquisition was announced. And yeah, it's it's the largest position in my portfolio.”
Corrected · corrections log
- 15
— Trimmed — BN
“After I have trimmed down Brookfield, it is no longer the largest position in my portfolio.”
- 14
— Trimmed — BN
“Stock that I am trimming down is Brookfield Corporation, the BN ticker. Now, don't panic and don't freak out because I'll just get right to it. The reason I am trimming down my BN position is to add to BAM.”
Corrected · corrections log
- 13
— Added — BAM
“The reason I am trimming down my BN position is to add to BAM.”
“My largest position is limited to around 25% of my portfolio.”
- 11
— Added — MELI
“So, I think Mercado Libre is definitely looking cheap in the market. This is one of the stocks that I have been adding to consistently in my portfolio”
“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, which is the BN ticker.”
Corrected · corrections log
- 9
— Largest position — BN
“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.”
- 8
— Added — AMZN
“The third stock that I bought this week, this one is Amazon. And Amazon has been seeing some surprising strength in the market so far this week, but Ultimately, I do still think that the stock is undervalued, and that is why I am continuing to add to my position.”
Corrected · corrections log
- 7
— Bought — MELI
“First stock that I have been buying over the past week and this one is Mercado Libre. Mercado Libre stock has continued to see weakness in the market, and 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. since the stock has reported its earnings.”
Corrected · corrections log
- 6
— Weight — CSU
“The current constellation software family which is CSU, Topicis, and Signity, those are the stocks that I own, is roughly 7% of my overall portfolio right now.”
Corrected · corrections log
- 5
— Weight — BN
“I am adding to my 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 while many companies are investing in software and artificial intelligence, Brookfield invests and owns real physical assets that the global economy needs to run smoothly.”
Corrected · corrections log
- 4
— Not holding — NVDA
“I don't own Nvidia. I don't own Microsoft.”
- 3
— Weight — AMZN
“The only Meg7 stock I have is Amazon, and it's only 5% of my portfolio.”
Corrected · corrections log
- 2
— Largest position — BN
“For all of those reasons, that is why Brookfield Corporation remains the largest position in my portfolio by far.”
“Now, full disclosure, HIMS is a stock that I used to own and I no longer own any of its shares. I sold recently.”
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. What every label means.
Covers Daniel Pronk’s videos from through : all 98 searched for statements about the creator’s own holdings. Earlier videos already on record are included too — this page goes back to .
Independent record — not affiliated with or endorsed by Daniel Pronk. Request a correction or removal