Tom Nash · portfolio
Tom Nash's portfolio: what's disclosed, on the record.
11 dated disclosures from 66 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 | |
|---|---|---|---|---|---|---|---|
| PLTR | Palantir | Allocation · 2026-05-15 | 60% | — | 2026-05-15 | 4 | quotes → |
| SPY | S&P 500 (SPY) | Weight · 2026-05-14 | 40% | — | 2026-05-14 | 2 | |
| TSLA | Tesla | Weight · 2026-05-14 | 20% | — | 2026-05-14 | 3 | quotes → |
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
Tom Nash's personal portfolio, as he describes it, is three lines: Palantir 40%, the S&P 500 40%, Tesla 20%. He repeats those weights in almost every video and says the mix has not changed in years. Everything else he talks about — Nvidia, AMD, Vertiv, Arista, Constellation Energy, Micron — belongs to the 'top stocks list' of his paid academy, which he reports as list performance, not as his own holdings.
Accounts mentioned: One personal portfolio, weights only, no dollar figures. Separate: the paid 'top stocks list' (not disclosed as holdings).
Read with care: 'We added X to the list, it's up N%' refers to the academy list, not to a purchase. Only PLTR, SPY and TSLA are disclosed as owned.
Disclosure log, newest first
Allocation
“So, half my portfolio will go to the S&P 500, the other half to the 10 stocks I deem worthy to be a part of my portfolio.”
Allocation
“So, half my portfolio will go to the S&P 500, the other half to the 10 stocks I deem worthy to be a part of my portfolio.”
AllocationPLTR
“Number one, I have Palantir and Tesla. They're my top tier stocks, and that's why they are 60% of my portfolio. The other 40% is the S&P.”
WeightTSLA
“Palantir 40%, S&P 500 40%, Tesla 20%.”
WeightSPY
“Palantir 40%, S&P 500 40%, Tesla 20%.”
WeightPLTR
“Everybody knows my portfolio consists of three holdings only. Palantir 40%, S&P 500 40%, Tesla 20%. Everybody knows my portfolio. It's world-famous.”
AllocationPLTR
“My particular portfolio is actually down a lot more than the average because between Tesla and Palantir, which is 60% of my portfolio, look at how much both are down.”
WeightTSLA
“So this ain't my first rodeo with Tesla. Tesla is 20% of my portfolio.”
WeightTSLA
“Tesla, ticker TSLA, a company that is a part of my own portfolio. About 20% of my portfolio is in Tesla, and somehow over the past 5 years, Tesla has been the worst part of my portfolio as far as performance.”
Cost basisPLTR
“In 2022, when most investors ran away from the market, we bought stocks like Palantir at $7, at $8, at $9, at $10, and we kept buying them for a whole year.”
WeightSPY
“Even I have 40% of my portfolio in the S&P 500. Putting all your eggs in one basket has never been a good long-term strategy for anyone.”
How to read this
Every line is something Tom Nash 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: 66 of 66 videos published since 2025-09-10 reviewed. Data generated 2026-09-11.