Kemnay Advisory Services as of Sept. 30, 2023
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 22 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vornado Rlty Tr Sh Ben Int (VNO) | 39.6 | $132M | 5.8M | 22.68 | |
| Charter Communications Inc N Cl A (CHTR) | 7.1 | $24M | 54k | 439.82 | |
| Coinbase Global Com Cl A (COIN) | 6.1 | $21M | 273k | 75.08 | |
| Oracle Corporation (ORCL) | 4.7 | $16M | 147k | 105.92 | |
| Qualcomm (QCOM) | 4.3 | $14M | 128k | 111.06 | |
| Offerpad Solutions Com Cl A (OPAD) | 4.0 | $14M | 1.4M | 9.76 | |
| Activision Blizzard | 3.0 | $10M | 107k | 93.63 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.9 | $9.8M | 74k | 131.85 | |
| Meta Platforms Cl A (META) | 2.9 | $9.6M | 32k | 300.21 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $9.6M | 27k | 350.30 | |
| Microsoft Corporation (MSFT) | 2.8 | $9.4M | 30k | 315.75 | |
| NVIDIA Corporation (NVDA) | 2.8 | $9.4M | 22k | 434.99 | |
| salesforce (CRM) | 2.8 | $9.4M | 46k | 202.78 | |
| Apple (AAPL) | 2.8 | $9.3M | 54k | 171.21 | |
| Visa Com Cl A (V) | 2.8 | $9.3M | 40k | 230.01 | |
| Amazon (AMZN) | 2.7 | $8.9M | 70k | 127.12 | |
| MercadoLibre (MELI) | 2.3 | $7.8M | 6.2k | 1267.88 | |
| CSX Corporation (CSX) | 1.5 | $5.0M | 161k | 30.75 | |
| Applied Materials (AMAT) | 0.8 | $2.8M | 20k | 138.45 | |
| Tempur-Pedic International (TPX) | 0.8 | $2.8M | 64k | 43.34 | |
| Vacasa Class A Com | 0.3 | $1.2M | 2.5M | 0.46 | |
| Yandex N V Shs Class A (YNDX) | 0.0 | $0 | 96k | 0.00 |
