Kemnay Advisory Services
Latest statistics and disclosures from Kemnay Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VNO, EWJ, COIN, TMO, AAPL, and represent 69.53% of Kemnay Advisory Services's stock portfolio.
- Added to shares of these 7 stocks: CRM (+$12M), MA (+$11M), NU (+$6.9M), TMO, DHR, MELI, CSX.
- Started 3 new stock positions in MA, CRM, NU.
- Reduced shares in these 10 stocks: TSM (-$16M), UBER (-$13M), CHTR (-$8.8M), COIN (-$6.0M), AMZN, V, NVDA, QCOM, GOOG, BRK.B.
- Sold out of its positions in CHTR, UBER, NBIS.
- Kemnay Advisory Services was a net seller of stock by $-31M.
- Kemnay Advisory Services has $557M in assets under management (AUM), dropping by 0.83%.
- Central Index Key (CIK): 0001555283
Tip: Access up to 7 years of quarterly data
Positions held by Kemnay Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 24 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vornado Rlty Tr Sh Ben Int (VNO) | 44.1 | $245M | 5.8M | 42.04 |
|
|
| Ishares Msci Japan Etf Msci Jpn Etf New (EWJ) | 10.5 | $58M | 870k | 67.10 |
|
|
| Coinbase Global Com Cl A (COIN) | 10.4 | $58M | -9% | 232k | 248.30 |
|
| Thermo Fisher Scientific (TMO) | 2.4 | $13M | +58% | 26k | 520.23 |
|
| Apple (AAPL) | 2.3 | $13M | -12% | 50k | 250.42 |
|
| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $12M | -18% | 65k | 190.44 |
|
| Amazon (AMZN) | 2.2 | $12M | -24% | 56k | 219.39 |
|
| Meta Platforms Cl A (META) | 2.1 | $12M | -15% | 20k | 585.51 |
|
| salesforce (CRM) | 2.1 | $12M | NEW | 35k | 334.33 |
|
| Visa Com Cl A (V) | 2.1 | $12M | -25% | 36k | 316.04 |
|
| Microsoft Corporation (MSFT) | 2.1 | $11M | -12% | 27k | 421.50 |
|
| Mastercard Incorporated Cl A (MA) | 2.0 | $11M | NEW | 22k | 526.57 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.0 | $11M | -58% | 57k | 197.49 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $11M | -17% | 24k | 453.28 |
|
| NVIDIA Corporation (NVDA) | 1.9 | $11M | -24% | 80k | 134.29 |
|
| Qualcomm (QCOM) | 1.6 | $9.2M | -26% | 60k | 153.62 |
|
| Tempur-Pedic International (SGI) | 1.6 | $9.0M | -6% | 159k | 56.69 |
|
| CSX Corporation (CSX) | 1.6 | $8.9M | 277k | 32.27 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 1.2 | $6.9M | NEW | 664k | 10.36 |
|
| Danaher Corporation (DHR) | 1.2 | $6.5M | +174% | 28k | 229.55 |
|
| Oracle Corporation (ORCL) | 1.0 | $5.7M | -13% | 34k | 166.64 |
|
| Offerpad Solutions Com Cl A (OPAD) | 0.7 | $3.9M | 1.4M | 2.85 |
|
|
| MercadoLibre (MELI) | 0.7 | $3.8M | +45% | 2.2k | 1700.44 |
|
| Vacasa Cl A New (VCSA) | 0.1 | $620k | 127k | 4.90 |
|
Past Filings by Kemnay Advisory Services
SEC 13F filings are viewable for Kemnay Advisory Services going back to 2012
- Kemnay Advisory Services 2024 Q4 filed Feb. 14, 2025
- Kemnay Advisory Services 2024 Q3 filed Nov. 14, 2024
- Kemnay Advisory Services 2024 Q2 filed Aug. 14, 2024
- Kemnay Advisory Services 2024 Q1 filed May 15, 2024
- Kemnay Advisory Services 2023 Q4 filed Feb. 14, 2024
- Kemnay Advisory Services 2023 Q3 filed Nov. 14, 2023
- Kemnay Advisory Services 2023 Q2 filed Aug. 14, 2023
- Kemnay Advisory Services 2023 Q1 filed May 15, 2023
- Kemnay Advisory Services 2022 Q4 filed Feb. 14, 2023
- Kemnay Advisory Services 2022 Q3 filed Nov. 14, 2022
- Kemnay Advisory Services 2022 Q2 filed Aug. 15, 2022
- Kemnay Advisory Services 2022 Q1 filed May 16, 2022
- Kemnay Advisory Services 2021 Q4 filed Feb. 14, 2022
- Kemnay Advisory Services 2021 Q3 filed Nov. 15, 2021
- Kemnay Advisory Services 2021 Q2 filed Aug. 16, 2021
- Kemnay Advisory Services 2021 Q1 filed May 17, 2021