Jeremy Lefebvre · portfolio
Jeremy Lefebvre's portfolio: what's disclosed, on the record.
57 dated disclosures from 29 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 28, 2026
- Disclosures on record
- 57
- Companies named
- 21
- Newest table on screen
- Jan 27, 2026
- Portfolios shown
- 2
- 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, Jeremy Lefebvre reported almost $1.2 million of AMD gains in the public account (up 418%), a $257,000 Salesforce position there, $184,000 of Amazon gains, a $643,000 Meta gain, $221,000 on Cheesecake Factory and $5,600 on RH, which they first bought in the public account in September 2026 with $50,000. In October 2026 they said they had taken profits on ServiceNow in the public account a few days earlier. They trimmed 600 Meta shares in February 2026, sold TSLZ in a private portfolio that month, sold Adobe in May 2026 and all of PayPal in July 2026, and said in September 2026 they had sold all their Tesla shares the year before. 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: 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.
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.
private portfolio
| Ticker | Company | Status | Last confirmed | Size / weight |
|---|---|---|---|---|
| ELF | e.l.f. Beauty | Held | current | $344,000 · |
public account
| Ticker | Company | Status | Last confirmed | Size / weight |
|---|---|---|---|---|
| SOFI | SoFi | Held | currentLater on the SOFI timeline: Disclosed buy · Sep 1, 2026 → | about 4% · |
| META | Meta | Held | current | $1,078,016 · before a later trim, |
| AMD | AMD | Held | current | $642,608 · |
| AMZN | Amazon | Held | current | $372,127 · |
| CRM | Salesforce | Held | current | $257,000 · |
| ELF | e.l.f. Beauty | Held | current | $153,000 · |
| NKE | Nike | Held | aging | about 5% · |
| PLTR | Palantir | Held | aging | 4.5% · |
| CELH | Celsius | Held | agingLater on the CELH timeline: Disclosed buy · Sep 28, 2026 → | 4.4% · |
Size never disclosed
| Ticker | Company | Status | Last confirmed |
|---|---|---|---|
| CAKE | Cheesecake Factory | Held | current |
| RH | RH | Held | current |
| AXP | American Express | Held | aging |
| EL | Estée Lauder | Held | aging |
| FUBO | Fubo | Held | agingLater on the FUBO timeline: Disclosed buy · May 21, 2026 → |
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.
| Ticker | Company | Status | Last confirmed |
|---|---|---|---|
| MU | Micron | Said not held | current |
| AAPL | Apple | Said not held | current |
| PYPL | PayPal | Sold, all of it | current |
| ADBE | Adobe | Sold, not said if all of it | agingLater on the ADBE timeline: Disclosed sell · Sep 11, 2026 → |
| TSLA | Tesla | Said not held | aging |
| TSLZ | T-Rex 2X Inverse Tesla ETF | Sold, not said if all of it | aging |
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.
Snapshots shown on screen
Tables shown on screen, Jan 27, 2026 — 9 months before the latest disclosure
public account · 2026-01-27
Watch on YouTube · at 1:28Age 36, Net Worth $40M: Every Single Investment I Own
Read from the brokerage table the creator displayed in the video, at the timestamp linked. Values are as displayed on that day.
Disclosure log, newest first
“Uh service now. This is one I just took profits on uh in the public account just a few days ago”
“AMD up another $46,000 here today. Now up uh almost $1.2 million on this position in the public account. Up 418%.”
“It's RH. It's the newest stock in the public account, right? So far up $5,600 on the stock in the public account.”
“Now, when it comes to Salesforce, am I tempted to sell any of my shares? It's over a4 million position in the public account, $257,000. The answer is no.”
- 51
— Not holding — MU
“Now, a lot of you guys probably don't own Micron stock. I don't personally own Micron stock”
“AMD, $33,000 up move there. Back up to about $1.1 million of gains. The public count.”
“Amazon Amazing is on $43 plus,000 position, up $184,000 so far on this stock. It's done me very very well.”
- 48
— Gain / loss — AMD
“Look at AMD for instance, right? I got these shares I bought February 6, 2025. I'm up uh $225,000 in those shares.”
- 47
— Gain / loss — CAKE
“You look at Cheesecake Factory, $221,000 of gains.”
- 46
— Gain / loss — META
“$643 gain in a $643,000 gain. That doesn't even account for all the profits I've taken in Meta in this portfolio.”
- 45
— Added — RH
“Okay, so the four stocks I bought here today, number one, it is RH. RH, uh, this was a $12,000 buy here. $12,253”
“And one was, you know, last year when I sold out of all my Tesla shares and and I was buying AMD super heavy, right?”
41 earlier entries, Nov 28, 2025 to Sep 15, 2026
“First time I bought RH in the public account, did a $50,000 one-off buy. Now, additionally, I bought another $50,000 today in a private portfolio.”
“my biggest position I actually have for Elf in a private portfolio. In that particular position is $344,000.”
“Elf has been an extraordinary stock for us. This is a position I have in the public account. It's a $153,000 position.”
- 40
— Gain / loss — CAKE
“Look at Cheesecake Factory. Oh my gosh. $240,000 up now on Cheesecake. Up another $4,000 plus dollars here today on Cheesecake”
- 39
— Not holding — AAPL
“Like, why would I throw it in the list? Like, just because I don't own it?”
“Meta is a big position for me. right? In the public account, that's a little over we can call it a 10% weighting of the portfolio. Oh, significantly over.”
Corrected · corrections log
“Next stock up here I bought is e.l.f. Beauty. e.l.f. Cosmetics. So, I bought about 475 shares here today 74.57. on this one.”
Corrected · corrections log
- 36
— Added — SOFI
“I added more SoFi shares here today, so it raised my cost basis, so now it's not a double up.”
- 35
— Sold — PYPL
“Yeah, good old PainPal. We sold it all, right? Sold it all.”
“AMD, I rank it a 7.5. Listen, The stock's gone insane. It's clear, right? You know, Now up about $1.1 million on the stock just in the public account alone.”
Corrected · corrections log
“I've taken huge profits on Meta and still sitting on $469,000 of profits in the public account on Meta. right? 478% gain.”
Corrected · corrections log
- 32
— Added — NKE
“Next one I bought here today, 410 shares of Nike. Every time I think I'm done buying Nike, I got to buy more. $44.39, just a company I don't worry about at all.”
“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.”
- 30
— Sold — ADBE
“I said, Just made some last-minute moves. Sold Adobe and took an L there. I think I made a long-term mistake with that one.”
- 29
— Not holding — TSLA
“Tesla as well. right? I'm no longer a Tesla investor, but that stock definitely helped carry to $3 million plus.”
Corrected · corrections log
“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.”
“So, I bought another $7,400 worth of American Express today.”
Corrected · corrections log
“What did I buy? I bought 1,334 shares of Fubo. Fubo's a very speculative position, obviously, in the public account. Very small position.”
“I bought a lot of Salesforce. That's my biggest position. I bought a lot of Adobe.”
“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.”
“First up, Celsius Holdings, a $7,000 about a $7,200 buy there of Celsius.”
Corrected · corrections log
“I sold out of 600 shares of Meta here today, which is significant. That's a $400,000 move for those keeping track of math at home.”
Corrected · corrections log
“What did I buy? Well, I bought 85 shares of Adobe.”
Corrected · corrections log
“So, position I sold: it is a leveraged hedge against Tesla stock, Okay. TSLZ. Now, I sold this one in a private portfolio. I still have my hedge on in the public account for right now.”
Corrected · corrections log
“Salesforce, CRM. Bought a 100 shares of Salesforce. Just under a $20,000 move there.”
Corrected · corrections log
“Adobe, ADB. I did about a $13,600 buy of Adobe here today. 50 shares.”
Corrected · corrections log
“Salesforce, 90 shares here today.”
“What stocks did I buy? Well, I bought Adobe, 70 shares here today. Salesforce, 90 shares here today.”
- 15
— Allocation
All 20 positions (names only): META, AXP, GOOG, ADBE, AMD, AMZN, CRM, PLTR, SHOP, EL, WYNN, ELF, NKE, CAKE, PYPL, CELH, RVLV, SOFI, TSLZ, HNSTpublic accounton-screen tableOn-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.
Corrected · corrections log
“Meta, that's a stock I own, uh big position for me. The public account alone, that's a million-dollar plus position. right? So, huge investment of mine. I own it in other portfolios as well.”
Corrected · corrections log
3 rows: META, AMD, AMZN — see the snapshot
“ELF, I've bought shares this year anywhere between like $50 and probably like $100. right? My ELF shares in the public account that I bought back in 2019 have a cost basis in the sevens.”
Corrected · corrections log
“Meta. I bought Meta stock here today.”
Corrected · corrections log
“I bought an ETF, one, TSLZ. This is a leverage 2X against Tesla stock essentially. I got that $10.35. This is one I bought some of uh over the past, I would say, you know, couple months now at this point in time or a month at least. And This one is basically just a hedge for my portfolio.”
Corrected · corrections log
“Palantir, obviously not looking to add any more Palantir. This this thousand shares I'm just trying to really hold it for the super long term.”
Corrected · corrections log
“SoFi $107,000 of gains, now up 250 plus percent on SoFi. SoFi's been a banger. That's about 4% of the portfolio.”
Corrected · corrections log
“Almost 2,200% gain on Palantir. 4 and 1/2% weighting on the portfolio.”
Corrected · corrections log
“EL stock now up $44,000, 4 and 1/2% weighting.”
Corrected · corrections log
“Celsius $66,000 of gains, 4.4%.”
“Nike sitting on a $35,000 loss as of right now. Now it's about 5% of the portfolio.”
“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.”
“I have $55,000 of AMD in that private portfolio. So about a half million there, sitting on $32,000 of gains.”
Corrected · corrections log
“Do you see me get overexposed to it? No. I own 2555 shares. It's a $400,000 plus position.”
Corrected · corrections log
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. What every label means.
Covers Jeremy Lefebvre’s videos from through : 123 of 124 searched for statements about the creator’s own holdings.
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