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, TSM, GOOG, and represent 66.52% of Kemnay Advisory Services's stock portfolio.
- Added to shares of these 9 stocks: COF (+$17M), INTU (+$12M), MELI, BRK.B, JOBY, V, DHR, AAPL, AMZN.
- Started 3 new stock positions in INTU, JOBY, COF.
- Reduced shares in these 10 stocks: , COIN (-$9.1M), NU (-$9.1M), ORCL (-$8.8M), SOFI (-$7.2M), TSM, NVDA, QCOM, GOOG, META.
- Sold out of its positions in MA, QCOM, SOFI, NU.
- Kemnay Advisory Services was a net seller of stock by $-21M.
- Kemnay Advisory Services has $658M in assets under management (AUM), dropping by 4.57%.
- Central Index Key (CIK): 0001555283
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Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 22 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vornado Rlty Tr Sh Ben Int (VNO) | 36.0 | $237M | 5.8M | 40.53 |
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| Ishares Msci Jpn Etf New (EWJ) | 10.6 | $70M | 870k | 80.21 |
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| Coinbase Global Com Cl A (COIN) | 10.5 | $69M | -11% | 205k | 337.49 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.4 | $42M | -8% | 150k | 279.29 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $20M | -8% | 82k | 243.55 |
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| Thermo Fisher Scientific (TMO) | 2.9 | $19M | 40k | 485.02 |
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| Apple (AAPL) | 2.9 | $19M | +2% | 74k | 254.63 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.7 | $18M | +20% | 36k | 502.74 |
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| NVIDIA Corporation (NVDA) | 2.6 | $17M | -17% | 92k | 186.58 |
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| Visa Com Cl A (V) | 2.6 | $17M | +19% | 50k | 341.38 |
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| Microsoft Corporation (MSFT) | 2.6 | $17M | -3% | 33k | 517.95 |
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| Capital One Financial (COF) | 2.5 | $17M | NEW | 79k | 212.58 |
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| Amazon (AMZN) | 2.5 | $16M | 74k | 219.57 |
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| Meta Platforms Cl A (META) | 2.4 | $16M | -9% | 22k | 734.38 |
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| CSX Corporation (CSX) | 1.8 | $12M | 340k | 35.51 |
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| Intuit (INTU) | 1.7 | $12M | NEW | 17k | 682.91 |
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| MercadoLibre (MELI) | 1.5 | $9.9M | +59% | 4.2k | 2336.94 |
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| Danaher Corporation (DHR) | 1.5 | $9.8M | +23% | 49k | 198.26 |
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| Tempur-Pedic International (SGI) | 1.1 | $7.5M | -3% | 90k | 84.33 |
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| Offerpad Solutions Com Cl A (OPAD) | 0.9 | $5.8M | 1.4M | 4.17 |
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| Oracle Corporation (ORCL) | 0.8 | $5.0M | -63% | 18k | 281.24 |
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| Joby Aviation Common Stock (JOBY) | 0.4 | $2.8M | NEW | 175k | 16.14 |
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Past Filings by Kemnay Advisory Services
SEC 13F filings are viewable for Kemnay Advisory Services going back to 2012
- Kemnay Advisory Services 2025 Q3 filed Nov. 13, 2025
- Kemnay Advisory Services 2025 Q2 filed Aug. 14, 2025
- Kemnay Advisory Services 2025 Q1 filed May 15, 2025
- 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