Jeremy Lefebvre · portfolio
Jeremy Lefebvre's portfolio: what's disclosed, on the record.
35 dated disclosures from 109 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.
Snapshots shown on screen
public account (Fidelity) · 2026-01-27
Watch on YouTube · at 1:28Age 36, Net Worth $40M: Every Single Investment I Own
| Ticker | Company | Value | Weight | Gain |
|---|---|---|---|---|
| META | Meta | $1,078,016 | — | +$893,701 (+484.9%) |
| AMD | AMD | $642,608 | — | +$357,439 (+125.3%) |
| AMZN | Amazon | $372,127 | — | +$153,135 (+69.9%) |
| Shown total | $2,092,751 |
Read from the brokerage table the creator displayed in the video, at the timestamp linked. Values are as displayed on that day.
Positions mentioned
| Ticker | Company | Last said | Weight | Size | As of · account | Mentions | |
|---|---|---|---|---|---|---|---|
| META | Meta | Weight · 2026-08-04 | 10% | — | 2026-08-04 · public account | 6 | quotes → |
| NKE | Nike | Weight · 2025-11-28 | 5% | — | 2025-11-28 · public account | 1 | |
| EL | Estée Lauder | Weight · 2025-11-28 | 4.5% | — | 2025-11-28 · public account | 1 | |
| PLTR | Palantir | Position · 2025-11-28 | 4.5% | — | 2025-11-28 · public account | 2 | quotes → |
| CELH | Celsius | Bought · 2026-05-21 | 4.4% | — | 2025-11-28 · public account | 3 | quotes → |
| SOFI | SoFi | Weight · 2025-11-28 | 4% | — | 2025-11-28 · public account | 1 | |
| AMD | AMD | Gain / loss · 2026-07-13 | — | $642,608 | 2026-01-27 · public account (Fidelity) | 4 | quotes → |
| AMZN | Amazon | Position · 2026-01-27 | — | $372,127 | 2026-01-27 · public account (Fidelity) | 2 | |
| ADBE | Adobe | Bought · 2026-02-06 | — | — | — | 3 | |
| AXP | American Express | Bought · 2026-03-26 | — | — | — | 1 | |
| CRM | Salesforce | Bought · 2026-03-26 | — | — | — | 4 | |
| ELF | e.l.f. Beauty | Bought · 2026-07-16 | — | — | — | 3 | quotes → |
| TSLA | Tesla | Not holding · 2026-04-13 | — | — | — | 1 | quotes → |
| TSLZ | T-Rex 2X Inverse Tesla ETF | Sold · 2026-02-06 | — | — | — | 2 |
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
Jeremy Lefebvre narrates his 'public account' (a multi-million-dollar brokerage account) trade by trade, and discloses weights for the big names about once a quarter. In the window the picture is: Meta and AMD are seven-figure positions with huge embedded gains, he sold most of his Palantir in 2025 and kept 1,000 shares, and his buying went into Salesforce, Adobe, Celsius, e.l.f. Beauty, Estée Lauder and American Express. He also runs a leveraged inverse Tesla ETF as a market hedge.
Accounts mentioned: Public account (main), several private portfolios, a Patreon portfolio. Share counts and dollar figures are for the public account unless the quote says otherwise.
Read with care: He gives percentages of the public account, not of total wealth. Weights quoted on 2025-11-28 are approximate and as of that day.
Disclosure log, newest first
WeightMETApublic account
“Meta is a big position for me. In the public account, that's significantly over a 10% weighting of the portfolio.”
BoughtELFpublic account
“Next stock up here I bought is e.l.f. Beauty. I bought about 475 shares here today at 74.57.”
Gain / lossAMDpublic account
“AMD, I rank it a 7.5. The stock's gone insane. Now up about $1.1 million on the stock just in the public account alone.”
Gain / lossMETApublic account
“I've taken huge profits on Meta and still sitting on $469,000 of profits in the public account on Meta. 478% gain.”
BoughtCELHpublic account
“This is why Celsius is a must buy for me right now, and why I bought more shares here today. And I'm not done buying Celsius, by the way.”
Not holdingTSLApublic account
“Tesla as well. I'm no longer a Tesla investor, but that stock definitely helped carry to $3 million plus.”
BoughtCRMpublic account
“Nike, I bought 47 shares here today. That was about a $2,400 move. And then Salesforce, CRM, I bought 25 shares today. That was about a $4,600 move, $185 I paid for those shares.”
BoughtAXPpublic account
“I bought another $7,400 worth of American Express today. Estée Lauder, EL stock, I bought 16 shares here today at 69.88. That was just a $1,000 move there.”
Largest positionCRMpublic account
“I bought a lot of Salesforce. That's my biggest position. I bought a lot of Adobe.”
BoughtELFpublic account
“I bought a little under $14,000 worth of e.l.f. Beauty today. Stock was under 70 bucks. I think I got it at 68 or something like that.”
BoughtCELHpublic account
“Funds transferred, $60,000. First up, Celsius Holdings, about a $7,200 buy there of Celsius.”
TrimmedMETApublic account
“$184,000 cost basis. And the current value is obviously well over a million. I have taken some profits on Meta last year as well, but smaller profits. This is a little bit different of a move here today in regards to Meta.”
BoughtADBEpublic account
“What did I buy? Well, I bought 85 shares of Adobe. I bought 120 shares of ServiceNow.”
SoldTSLZprivate portfolio
“Position I sold: it is a leveraged hedge against Tesla stock, TSLZ. I sold this one in a private portfolio. I still have my hedge on in the public account for right now.”
BoughtCRMpublic account
“Salesforce, CRM. Bought 100 shares of Salesforce. Just under a $20,000 move there.”
BoughtADBEpublic account
“Adobe, ADBE. I did about a $13,600 buy of Adobe here today. 50 shares. Next up, Salesforce, CRM. Bought 100 shares of Salesforce. Just under a $20,000 move there.”
BoughtCRMpublic account
“Salesforce, 90 shares here today.”
BoughtADBEpublic account
“What stocks did I buy? Well, I bought Adobe, 70 shares here today. Salesforce, 90 shares here today.”
Allocationpublic account
“On-screen 'My current positions' list, 20 names in five screenshots: Meta, American Express, Alphabet, Adobe, AMD, Amazon, Salesforce, Palantir, Shopify, Estée Lauder, Wynn Resorts, e.l.f. Beauty, Nike, Cheesecake Factory, PayPal, Celsius, Revolve, SoFi, TSLZ (inverse Tesla ETF), Honest Company. Prices only, no sizes.”
PositionMETApublic account
“Meta, that's a stock I own, big position for me. The public account alone, that's a million-dollar plus position. I own it in other portfolios as well.”
PositionMETApublic account (Fidelity)on-screen table
“On-screen Fidelity positions table (20 items, sorted by value): META $1,078,016.00, total gain +$893,701.45 (+484.87%).”
PositionAMZNpublic account (Fidelity)on-screen table
“Fidelity positions table: AMZN $372,127.05, total gain +$153,135.03 (+69.92%). Only the top three rows were shown on screen.”
PositionAMDpublic account (Fidelity)on-screen table
“Fidelity positions table: AMD $642,608.05, total gain +$357,439.49 (+125.34%).”
Cost basisELFpublic account
“ELF, I've bought shares this year anywhere between like $50 and probably like $100. My ELF shares in the public account that I bought back in 2019 have a cost basis in the sevens.”
BoughtMETApublic account
“Meta. I bought Meta stock here today. I have the huge position in the public account, which is over a million dollar position.”
HedgeTSLZpublic account
“I bought an ETF, TSLZ. This is a leveraged 2X against Tesla stock essentially. I got that at $10.35. This one is basically just a hedge for my portfolio.”
PositionPLTRpublic account
“Palantir, obviously not looking to add any more Palantir. This thousand shares I'm just trying to really hold for the super long term.”
WeightSOFIpublic account
“Cheesecake $22,000 of gains, 4% weighting. SoFi $107,000 of gains, now up 250-plus percent on SoFi. That's about 4% of the portfolio. Google now sitting on… that one's over doubled up our money.”
WeightPLTRpublic account
“Almost 2,200% gain on Palantir. 4 and a half percent weighting on the portfolio. EL stock now up $44,000, 4 and a half percent weighting. Celsius $66,000 of gains, 4.4%.”
WeightELpublic account
“EL stock now up $44,000, 4 and a half percent weighting.”
WeightCELHpublic account
“Celsius $66,000 of gains, 4.4%.”
WeightNKEpublic account
“Nike sitting on a $35,000 loss as of right now. Now it's about 5% of the portfolio.”
WeightAMZNpublic account
“Amazon sitting on $143,000 of gains, about 10% of the portfolio. Nike sitting on a $35,000 loss as of right now. Now it's about 5% of the portfolio. Palantir $161,000 of gains. Obviously I've sold the far majority of my Palantir shares this year.”
Gain / lossAMDprivate portfolio
“I have $55,000 of AMD in that private portfolio. So about a half million there, sitting on $32,000 of gains. Add those together and we're approaching $700,000 of gains.”
PositionAMDpublic account
“Do you see me get overexposed to it? No. I own 2,555 shares. It's a $400,000-plus position.”
How to read this
Every line is something Jeremy Lefebvre 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: 109 of 110 videos published since 2025-09-10 reviewed. Data generated 2026-09-11.