Kemnay Advisory Services

Latest statistics and disclosures from Kemnay Advisory Services's latest quarterly 13F-HR filing:

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Positions held by Kemnay Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Kemnay Advisory Services

Kemnay Advisory Services holds 862 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Kemnay Advisory Services has 862 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vornado Rlty Tr Sh Ben Int (VNO) 29.3 $194M 5.8M 33.28
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Ishares Msci Japan Etf (EWJ) 10.6 $70M 870k 80.74
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Coinbase Global Com Cl A (COIN) 10.1 $67M +43% 295k 226.14
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 5.9 $39M -14% 128k 303.89
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Thermo Fisher Scientific (TMO) 3.5 $23M 40k 579.45
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Meta Platforms Cl A (META) 3.0 $20M +40% 30k 660.09
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Alphabet Cap Stk Cl C (GOOG) 3.0 $20M -23% 64k 313.80
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Visa Com Cl A (V) 2.9 $19M +11% 55k 350.71
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Apple (AAPL) 2.9 $19M -3% 71k 271.86
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NVIDIA Corporation (NVDA) 2.9 $19M +11% 103k 186.50
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Amazon (AMZN) 2.8 $18M +7% 80k 230.82
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.7 $18M NEW 27k 681.92
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.7 $18M 36k 502.65
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Microsoft Corporation (MSFT) 2.7 $18M +15% 37k 483.62
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CSX Corporation (CSX) 1.9 $13M +2% 347k 36.25
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Intuit (INTU) 1.8 $12M +5% 18k 662.42
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MercadoLibre (MELI) 1.7 $11M +32% 5.6k 2014.26
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Danaher Corporation (DHR) 1.6 $10M -7% 46k 228.92
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Tempur-Pedic International (SGI) 1.1 $7.6M -4% 85k 89.28
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Offerpad Solutions Com Cl A (OPAD) 0.3 $1.7M 1.4M 1.21
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $542k NEW 1.7k 313.00
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Figma Class A Com Stk (FIG) 0.1 $496k NEW 13k 37.37
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Broadcom (AVGO) 0.1 $480k NEW 1.4k 346.10
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Tesla Motors (TSLA) 0.1 $391k NEW 870.00 449.72
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JPMorgan Chase & Co. (JPM) 0.1 $342k NEW 1.1k 322.22
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Eli Lilly & Co. (LLY) 0.0 $292k NEW 272.00 1074.68
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $247k NEW 660.00 373.44
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $241k NEW 978.00 246.16
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Amphenol Corp Cl A (APH) 0.0 $238k NEW 1.8k 135.14
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Brink's Company (BCO) 0.0 $229k NEW 2.0k 116.73
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FormFactor (FORM) 0.0 $228k NEW 4.1k 55.78
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Mueller Wtr Prods Com Ser A (MWA) 0.0 $224k NEW 9.4k 23.82
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Blackbaud (BLKB) 0.0 $216k NEW 3.4k 63.32
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Johnson & Johnson (JNJ) 0.0 $215k NEW 1.0k 206.95
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Lifestance Health Group (LFST) 0.0 $215k NEW 31k 7.04
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ePlus (PLUS) 0.0 $208k NEW 2.4k 87.70
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General Dynamics Corporation (GD) 0.0 $205k NEW 609.00 336.66
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Costco Wholesale Corporation (COST) 0.0 $204k NEW 236.00 862.34
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Exxon Mobil Corporation (XOM) 0.0 $202k NEW 1.7k 120.34
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Nature's Sunshine Prod. (NATR) 0.0 $201k NEW 9.3k 21.58
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Hca Holdings (HCA) 0.0 $197k NEW 421.00 466.86
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Wal-Mart Stores (WMT) 0.0 $192k NEW 1.7k 111.41
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Iradimed (IRMD) 0.0 $186k NEW 1.9k 97.28
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Mastercard Incorporated Cl A (MA) 0.0 $186k NEW 325.00 570.88
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Motorola Solutions Com New (MSI) 0.0 $183k NEW 476.00 383.32
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Aar (AIR) 0.0 $181k NEW 2.2k 82.79
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Bank of America Corporation (BAC) 0.0 $178k NEW 3.2k 55.00
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Heico Corp Cl A (HEI.A) 0.0 $177k NEW 702.00 252.43
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Expedia Group Com New (EXPE) 0.0 $177k NEW 624.00 283.31
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Wells Fargo & Company (WFC) 0.0 $174k NEW 1.9k 93.20
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Agilysys (AGYS) 0.0 $171k NEW 1.4k 118.84
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Schweitzer-Mauduit International (MATV) 0.0 $170k NEW 14k 12.15
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Netflix (NFLX) 0.0 $170k NEW 1.8k 93.76
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Sofi Technologies (SOFI) 0.0 $169k NEW 6.5k 26.18
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Reddit Cl A (RDDT) 0.0 $167k NEW 726.00 229.87
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Western Digital (WDC) 0.0 $164k NEW 949.00 172.27
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Twilio Cl A (TWLO) 0.0 $163k NEW 1.1k 142.24
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Liquidity Services (LQDT) 0.0 $163k NEW 5.4k 30.31
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Dave Class A Com New (DAVE) 0.0 $163k NEW 734.00 221.41
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Fair Isaac Corporation (FICO) 0.0 $162k NEW 96.00 1690.62
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Abbvie (ABBV) 0.0 $161k NEW 704.00 228.49
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Movado (MOV) 0.0 $159k NEW 7.7k 20.62
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Workiva Com Cl A (WK) 0.0 $157k NEW 1.8k 86.25
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Palantir Technologies Cl A (PLTR) 0.0 $156k NEW 876.00 177.75
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Indivior Ord 0.0 $155k NEW 4.3k 35.88
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Franklin Electric (FELE) 0.0 $154k NEW 1.6k 95.53
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Mongodb Cl A (MDB) 0.0 $152k NEW 363.00 419.69
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Ge Aerospace Com New (GE) 0.0 $152k NEW 494.00 308.03
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Coherent Corp (COHR) 0.0 $151k NEW 819.00 184.57
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Frontdoor (FTDR) 0.0 $150k NEW 2.6k 57.69
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Victorias Secret And Common Stock (VSCO) 0.0 $149k NEW 2.7k 54.17
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Commercial Metals Company (CMC) 0.0 $149k NEW 2.1k 69.22
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Guardant Health (GH) 0.0 $145k NEW 1.4k 102.14
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Technipfmc (FTI) 0.0 $145k NEW 3.3k 44.56
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EnerSys (ENS) 0.0 $144k NEW 979.00 146.75
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Brookdale Senior Living (BKD) 0.0 $143k NEW 13k 10.79
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Privia Health Group (PRVA) 0.0 $142k NEW 6.0k 23.71
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Ptc Therapeutics I (PTCT) 0.0 $141k NEW 1.9k 75.96
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Moelis & Co Cl A (MC) 0.0 $140k NEW 2.0k 68.74
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Nortonlifelock (GEN) 0.0 $140k NEW 5.1k 27.19
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Garrett Motion (GTX) 0.0 $140k NEW 8.0k 17.43
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Penumbra (PEN) 0.0 $140k NEW 449.00 310.91
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Pennymac Financial Services (PFSI) 0.0 $139k NEW 1.1k 131.84
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Advanced Micro Devices (AMD) 0.0 $138k NEW 646.00 214.16
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Willdan (WLDN) 0.0 $137k NEW 1.3k 103.66
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CBOE Holdings (CBOE) 0.0 $137k NEW 546.00 251.00
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Terex Corporation (TEX) 0.0 $137k NEW 2.6k 53.38
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Home Depot (HD) 0.0 $137k NEW 397.00 344.10
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Insulet Corporation (PODD) 0.0 $136k NEW 479.00 284.24
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Imax Corp Cad (IMAX) 0.0 $135k NEW 3.6k 36.96
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Zoom Communications Cl A (ZM) 0.0 $134k NEW 1.6k 86.29
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Viavi Solutions Inc equities (VIAV) 0.0 $134k NEW 7.5k 17.82
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Procter & Gamble Company (PG) 0.0 $133k NEW 931.00 143.31
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Oracle Corporation (ORCL) 0.0 $133k -96% 681.00 194.91
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Balchem Corporation (BCPC) 0.0 $133k NEW 865.00 153.36
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Asana Cl A (ASAN) 0.0 $132k NEW 9.6k 13.71
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Devon Energy Corporation (DVN) 0.0 $132k NEW 3.6k 36.63
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Allegheny Technologies Incorporated (ATI) 0.0 $129k NEW 1.1k 114.76
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Goldman Sachs (GS) 0.0 $128k NEW 146.00 879.00
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Diebold Nixdorf Com Shs (DBD) 0.0 $128k NEW 1.9k 67.89
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Novanta (NOVT) 0.0 $128k NEW 1.1k 118.99
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Micron Technology (MU) 0.0 $128k NEW 448.00 285.41
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Adaptive Biotechnologies Cor (ADPT) 0.0 $128k NEW 7.9k 16.24
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Stifel Financial (SF) 0.0 $127k NEW 1.0k 125.22
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Procore Technologies (PCOR) 0.0 $127k NEW 1.7k 72.74
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Aveanna Healthcare Hldgs (AVAH) 0.0 $126k NEW 16k 8.17
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Amicus Therapeutics (FOLD) 0.0 $125k NEW 8.8k 14.24
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Sally Beauty Holdings (SBH) 0.0 $123k NEW 8.6k 14.26
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TTM Technologies (TTMI) 0.0 $123k NEW 1.8k 69.00
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Payoneer Global (PAYO) 0.0 $121k NEW 22k 5.62
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ICU Medical, Incorporated (ICUI) 0.0 $120k NEW 841.00 142.67
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TJX Companies (TJX) 0.0 $120k NEW 779.00 153.61
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OSI Systems (OSIS) 0.0 $120k NEW 469.00 255.06
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Amplitude Com Cl A (AMPL) 0.0 $119k NEW 10k 11.58
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UnitedHealth (UNH) 0.0 $119k NEW 359.00 330.11
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Zeta Global Holdings Corp Cl A (ZETA) 0.0 $118k NEW 5.8k 20.35
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Ducommun Incorporated (DCO) 0.0 $118k NEW 1.2k 95.13
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Booking Holdings (BKNG) 0.0 $118k NEW 22.00 5355.32
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Sanmina (SANM) 0.0 $117k NEW 778.00 150.07
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Livanova SHS (LIVN) 0.0 $116k NEW 1.9k 61.53
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Korn Ferry Com New (KFY) 0.0 $116k NEW 1.7k 66.02
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Xpo Logistics Inc equity (XPO) 0.0 $115k NEW 844.00 135.91
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Fastly Cl A (FSLY) 0.0 $115k NEW 11k 10.18
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Paylocity Holding Corporation (PCTY) 0.0 $115k NEW 751.00 152.50
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Chevron Corporation (CVX) 0.0 $115k NEW 751.00 152.41
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AtriCure (ATRC) 0.0 $114k NEW 2.9k 39.56
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Bank Of Nt Butterfield&son L Shs New (NTB) 0.0 $114k NEW 2.3k 49.82
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Halozyme Therapeutics (HALO) 0.0 $114k NEW 1.7k 67.30
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Deluxe Corporation (DLX) 0.0 $114k NEW 5.1k 22.33
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Urban Outfitters (URBN) 0.0 $114k NEW 1.5k 75.26
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Natural Gas Services (NGS) 0.0 $114k NEW 3.4k 33.65
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Zoominfo Technologies Common Stock (GTM) 0.0 $113k NEW 11k 10.17
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Onespaworld Holdings Ltd onespaworld hold (OSW) 0.0 $111k NEW 5.4k 20.74
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International Business Machines (IBM) 0.0 $110k NEW 372.00 296.21
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Cisco Systems (CSCO) 0.0 $110k NEW 1.4k 77.03
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Clear Secure Com Cl A (YOU) 0.0 $109k NEW 3.1k 35.08
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Cognex Corporation (CGNX) 0.0 $109k NEW 3.0k 35.98
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Sitime Corp (SITM) 0.0 $108k NEW 307.00 353.19
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Madison Square Garden Entmt Com Cl A (MSGE) 0.0 $108k NEW 2.0k 53.89
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Hecla Mining Company (HL) 0.0 $108k NEW 5.6k 19.19
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Kulicke and Soffa Industries (KLIC) 0.0 $108k NEW 2.4k 45.56
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Emergent BioSolutions (EBS) 0.0 $107k NEW 8.7k 12.36
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Cnx Resources Corporation (CNX) 0.0 $107k NEW 2.9k 36.77
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Napco Security Systems (NSSC) 0.0 $107k NEW 2.6k 41.70
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Sight Sciences (SGHT) 0.0 $107k NEW 14k 7.93
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Caterpillar (CAT) 0.0 $107k NEW 186.00 572.87
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Atkore Intl (ATKR) 0.0 $105k NEW 1.7k 63.25
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Customers Ban (CUBI) 0.0 $105k NEW 1.4k 73.12
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Metropcs Communications (TMUS) 0.0 $105k NEW 516.00 203.04
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Arcosa (ACA) 0.0 $105k NEW 983.00 106.32
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Helios Technologies (HLIO) 0.0 $104k NEW 2.0k 53.49
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Merck & Co (MRK) 0.0 $104k NEW 990.00 105.26
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Realreal (REAL) 0.0 $104k NEW 6.6k 15.78
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American Express Company (AXP) 0.0 $104k NEW 280.00 369.95
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Montrose Environmental Group (MEG) 0.0 $103k NEW 4.2k 24.83
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Avista Corporation (AVA) 0.0 $103k NEW 2.7k 38.54
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Red Violet (RDVT) 0.0 $103k NEW 1.8k 56.95
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Q2 Holdings (QTWO) 0.0 $102k NEW 1.4k 72.16
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Boston Scientific Corporation (BSX) 0.0 $102k NEW 1.1k 95.35
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Quaker Chemical Corporation (KWR) 0.0 $101k NEW 737.00 137.31
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Celcuity (CELC) 0.0 $101k NEW 1.0k 99.74
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Transmedics Group (TMDX) 0.0 $100k NEW 825.00 121.65
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Intel Corporation (INTC) 0.0 $100k NEW 2.7k 36.90
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VSE Corporation (VSEC) 0.0 $100k NEW 578.00 172.77
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Perdoceo Ed Corp (PRDO) 0.0 $100k NEW 3.4k 29.33
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Philip Morris International (PM) 0.0 $99k NEW 620.00 160.40
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Perimeter Solutions Common Stock (PRM) 0.0 $99k NEW 3.6k 27.53
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Hayward Hldgs (HAYW) 0.0 $99k NEW 6.4k 15.45
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Rambus (RMBS) 0.0 $99k NEW 1.1k 91.89
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Coca-Cola Company (KO) 0.0 $98k NEW 1.4k 69.91
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Raytheon Technologies Corp (RTX) 0.0 $98k NEW 534.00 183.40
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Thermon Group Holdings (THR) 0.0 $98k NEW 2.6k 37.16
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Interface (TILE) 0.0 $98k NEW 3.5k 27.92
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Nextnav Common Stock (NN) 0.0 $97k NEW 5.9k 16.64
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Idt Corp Cl B New (IDT) 0.0 $96k NEW 1.9k 51.21
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salesforce (CRM) 0.0 $96k NEW 362.00 264.91
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Riot Blockchain (RIOT) 0.0 $96k NEW 7.6k 12.67
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Oppfi Com Cl A (OPFI) 0.0 $95k NEW 9.1k 10.46
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Patria Investments Com Cl A (PAX) 0.0 $94k NEW 5.9k 15.89
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Healthequity (HQY) 0.0 $94k NEW 1.0k 91.61
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Delek Us Holdings (DK) 0.0 $94k NEW 3.2k 29.66
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Catalyst Pharmaceutical Partners (CPRX) 0.0 $93k NEW 4.0k 23.34
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Myr (MYRG) 0.0 $93k NEW 424.00 218.50
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Nextera Energy (NEE) 0.0 $91k NEW 1.1k 80.28
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Preferred Bk Los Angeles Ca Com New (PFBC) 0.0 $91k NEW 961.00 94.43
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Douglas Dynamics (PLOW) 0.0 $91k NEW 2.8k 32.65
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Ringcentral Cl A (RNG) 0.0 $91k NEW 3.1k 28.88
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Boot Barn Hldgs (BOOT) 0.0 $91k NEW 513.00 176.47
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Harmonic (HLIT) 0.0 $90k NEW 9.1k 9.89
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Hope Ban (HOPE) 0.0 $89k NEW 8.1k 10.96
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Brightstar Lottery Shs Usd (BRSL) 0.0 $89k NEW 5.8k 15.48
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Designer Brands Cl A (DBI) 0.0 $89k NEW 12k 7.43
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NetGear (NTGR) 0.0 $89k NEW 3.6k 24.53
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Domo Com Cl B (DOMO) 0.0 $88k NEW 11k 8.43
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Plexus (PLXS) 0.0 $88k NEW 598.00 147.00
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S&p Global (SPGI) 0.0 $88k NEW 168.00 522.59
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McDonald's Corporation (MCD) 0.0 $87k NEW 284.00 305.63
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Perella Weinberg Partners Class A Com (PWP) 0.0 $86k NEW 5.0k 17.30
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Abbott Laboratories (ABT) 0.0 $85k NEW 682.00 125.29
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Lam Research Corp Com New (LRCX) 0.0 $85k NEW 499.00 171.18
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Lancaster Colony (MZTI) 0.0 $85k NEW 514.00 164.42
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Morgan Stanley Com New (MS) 0.0 $84k NEW 475.00 177.53
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Parker-Hannifin Corporation (PH) 0.0 $84k NEW 95.00 878.96
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Citigroup Com New (C) 0.0 $83k NEW 711.00 116.69
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Merit Medical Systems (MMSI) 0.0 $83k NEW 936.00 88.14
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Aurinia Pharmaceuticals (AUPH) 0.0 $82k NEW 5.2k 15.95
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Spx Corp (SPXC) 0.0 $81k NEW 406.00 200.06
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Acushnet Holdings Corp (GOLF) 0.0 $81k NEW 1.0k 79.82
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Walt Disney Company (DIS) 0.0 $81k NEW 712.00 113.77
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Applied Materials (AMAT) 0.0 $81k NEW 315.00 256.99
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Buckle (BKE) 0.0 $81k NEW 1.5k 53.42
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LeMaitre Vascular (LMAT) 0.0 $80k NEW 982.00 81.10
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CryoLife (AORT) 0.0 $80k NEW 1.7k 45.61
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Linde SHS (LIN) 0.0 $79k NEW 186.00 426.39
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Intuitive Surgical Com New (ISRG) 0.0 $79k NEW 140.00 566.36
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Benchmark Electronics (BHE) 0.0 $79k NEW 1.9k 42.76
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Pepsi (PEP) 0.0 $78k NEW 544.00 143.52
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Forum Energy Technologies In (FET) 0.0 $75k NEW 2.0k 36.95
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Mistras (MG) 0.0 $74k NEW 5.8k 12.65
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Legalzoom (LZ) 0.0 $74k NEW 7.4k 9.93
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Northern Oil And Gas Inc Mn (NOG) 0.0 $74k NEW 3.4k 21.47
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Life Time Group Holdings Common Stock (LTH) 0.0 $73k NEW 2.7k 26.58
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Qualcomm (QCOM) 0.0 $73k NEW 427.00 171.05
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Mfa Finl (MFA) 0.0 $73k NEW 7.8k 9.31
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Robinhood Mkts Com Cl A (HOOD) 0.0 $71k NEW 631.00 113.10
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Mednax (MD) 0.0 $71k NEW 3.3k 21.39
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Ambarella SHS (AMBA) 0.0 $71k NEW 1.0k 70.84
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Northwest Pipe Company (NWPX) 0.0 $71k NEW 1.1k 62.49
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Cbiz (CBZ) 0.0 $71k NEW 1.4k 50.45
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Eastman Kodak Com New (KODK) 0.0 $71k NEW 8.3k 8.46
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Ge Vernova (GEV) 0.0 $71k NEW 108.00 653.57
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Northwest Natural Holdin (NWN) 0.0 $71k NEW 1.5k 46.74
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At&t (T) 0.0 $70k NEW 2.8k 24.84
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Eaton Corp SHS (ETN) 0.0 $70k NEW 220.00 318.51
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Amgen (AMGN) 0.0 $70k NEW 214.00 327.31
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Synaptics, Incorporated (SYNA) 0.0 $70k NEW 942.00 74.02
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Ameresco Cl A (AMRC) 0.0 $69k NEW 2.4k 29.29
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Figs Cl A (FIGS) 0.0 $69k NEW 6.0k 11.36
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Two Hbrs Invt Corp (TWO) 0.0 $68k NEW 6.5k 10.50
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Boeing Company (BA) 0.0 $68k NEW 312.00 217.12
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Uber Technologies (UBER) 0.0 $68k NEW 828.00 81.71
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Applovin Corp Com Cl A (APP) 0.0 $67k NEW 100.00 673.82
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Monro Muffler Brake (MNRO) 0.0 $67k NEW 3.3k 20.04
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Xeris Pharmaceuticals (XERS) 0.0 $67k NEW 8.5k 7.85
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Prologis (PLD) 0.0 $67k NEW 521.00 127.66
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Charles Schwab Corporation (SCHW) 0.0 $66k NEW 665.00 99.91
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Accenture Plc Ireland Shs Class A (ACN) 0.0 $66k NEW 247.00 268.30
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Cimpress Shs Euro (CMPR) 0.0 $66k NEW 994.00 66.59
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Stewart Information Services Corporation (STC) 0.0 $66k NEW 940.00 70.26
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First Watch Restaurant Groupco (FWRG) 0.0 $66k NEW 4.4k 15.08
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Past Filings by Kemnay Advisory Services

SEC 13F filings are viewable for Kemnay Advisory Services going back to 2012

View all past filings