Kemnay Advisory Services as of March 31, 2023
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 23 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 9.7 | $19M | 54k | 357.61 | |
| Coinbase Global Com Cl A (COIN) | 9.3 | $19M | 273k | 67.57 | |
| Qualcomm (QCOM) | 8.2 | $16M | 128k | 127.58 | |
| Oracle Corporation (ORCL) | 8.1 | $16M | 172k | 92.92 | |
| Offerpad Solutions Com Cl A | 5.9 | $12M | 21M | 0.56 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 5.6 | $11M | 106k | 104.84 | |
| Meta Platforms Cl A (META) | 4.7 | $9.3M | 44k | 211.94 | |
| Activision Blizzard | 4.3 | $8.6M | 100k | 85.59 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.2 | $8.3M | 80k | 104.00 | |
| Microsoft Corporation (MSFT) | 4.2 | $8.3M | 29k | 288.30 | |
| Apple (AAPL) | 4.1 | $8.2M | 50k | 164.90 | |
| MercadoLibre (MELI) | 4.1 | $8.2M | 6.2k | 1318.06 | |
| Amazon (AMZN) | 4.0 | $8.0M | 77k | 103.29 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.9 | $7.7M | 75k | 102.18 | |
| Mastercard Incorporated Cl A (MA) | 3.9 | $7.6M | 21k | 363.41 | |
| Visa Com Cl A (V) | 3.9 | $7.6M | 34k | 225.46 | |
| Uber Technologies (UBER) | 3.5 | $6.9M | 218k | 31.70 | |
| Highwoods Properties (HIW) | 3.3 | $6.5M | 279k | 23.19 | |
| Public Storage (PSA) | 1.6 | $3.1M | 10k | 302.14 | |
| Vacasa Class A Com | 1.2 | $2.4M | 2.5M | 0.96 | |
| Applied Materials (AMAT) | 1.2 | $2.4M | 20k | 122.83 | |
| Cousins Pptys Com New (CUZ) | 1.0 | $1.9M | 89k | 21.38 | |
| Yandex N V Shs Class A (YNDX) | 0.0 | $0 | 96k | 0.00 |
