Jose Najarro · portfolio
Jose Najarro's portfolio: what's disclosed, on the record.
5 dated disclosures from 5 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 27, 2026
- Disclosures on record
- 5
- Companies named
- 3
- 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, Jose Najarro said they had bought Credo and Astera Labs in the networking space. No sales appear in this record. In January 2026, they called Nvidia their number one position by far, with CoreWeave second and AMD third. In February 2026, they said eight stocks, including Google, Nebius, Amazon, Microsoft and Meta, made up like 80% of their portfolio. In April 2026, they said they did not own Micron or ARM, and described CrowdStrike as a small position. 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: Jose Najarro refers to a single unnamed personal stock portfolio ("my portfolio"); no named brokerage or retirement accounts appear in these statements, and all figures refer to that portfolio.
Read with care: Percentages are spoken approximations of their portfolio, and no dollar value for that portfolio or full list of holdings is stated in these quotes. Some quotes come from live shows with several speakers.
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 never disclosed
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 | aging |
Disclosure log, newest first
“Credo and Astera Labs are two that I like in the networking space that I bought.”
- 4
— Position — CRWD
“CrowdStrike I own, but it's a small position, nothing that I would really talk about.”
- 3
— Not holding — MU
“Now, I don't own Micron, right? A lot of the other ones I do own. I don't own Micron and I don't own ARM but I do own other”
“ones are Google, Nebius, Amazon, Microsoft, Meta, and then I think those eight alone make up like 80% of my portfolio.”
- 1
— Largest position — NVDA
“Nvidia is my number one position by far and CoreWeave is my second biggest position. AMD is my third biggest position.”
How to read this
Every line is something Jose Najarro 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 Jose Najarro’s videos from through : all 420 searched for statements about the creator’s own holdings.
Independent record — not affiliated with or endorsed by Jose Najarro. Request a correction or removal