Kemnay Advisory Services
Latest statistics and disclosures from Kemnay Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VNO, COIN, EWJ, ORCL, CHTR, and represent 64.87% of Kemnay Advisory Services's stock portfolio.
- Added to shares of these 9 stocks: EWJ (+$62M), CRM (+$13M), TSM (+$6.1M), AAPL, GOOG, MSFT, V, MA, AMZN.
- Started 3 new stock positions in EWJ, CRM, TSM.
- Reduced shares in these 8 stocks: BRK.B (-$10M), QCOM (-$6.8M), NVDA, UBER, META, ORCL, SPOT, AMAT.
- Sold out of its positions in BRK.B, SPOT.
- Kemnay Advisory Services was a net buyer of stock by $60M.
- Kemnay Advisory Services has $520M in assets under management (AUM), dropping by 26.29%.
- Central Index Key (CIK): 0001555283
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Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 24 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vornado Rlty Tr Sh Ben Int (VNO) | 32.3 | $168M | 5.8M | 28.77 |
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| Coinbase Global Com Cl A (COIN) | 13.9 | $73M | 273k | 265.12 |
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| Ishares Msci Japan Etf Msci Jpn Etf New (EWJ) | 11.9 | $62M | NEW | 870k | 71.35 |
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| Oracle Corporation (ORCL) | 3.6 | $19M | -4% | 148k | 125.61 |
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| Charter Communications Inc N Cl A (CHTR) | 3.2 | $17M | 57k | 290.63 |
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| NVIDIA Corporation (NVDA) | 2.9 | $15M | -18% | 17k | 903.56 |
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| Qualcomm (QCOM) | 2.7 | $14M | -32% | 83k | 169.30 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.6 | $13M | +14% | 87k | 152.26 |
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| Amazon (AMZN) | 2.5 | $13M | +3% | 73k | 180.38 |
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| salesforce (CRM) | 2.5 | $13M | NEW | 43k | 301.18 |
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| Mastercard Incorporated Cl A (MA) | 2.5 | $13M | +3% | 27k | 481.57 |
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| Meta Platforms Cl A (META) | 2.5 | $13M | -13% | 27k | 485.58 |
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| Microsoft Corporation (MSFT) | 2.5 | $13M | +9% | 31k | 420.72 |
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| Visa Com Cl A (V) | 2.4 | $13M | +7% | 45k | 279.08 |
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| Uber Technologies (UBER) | 2.3 | $12M | -17% | 158k | 76.99 |
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| Apple (AAPL) | 2.2 | $12M | +23% | 68k | 171.48 |
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| Offerpad Solutions Com Cl A (OPAD) | 2.1 | $11M | 1.4M | 8.10 |
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| CSX Corporation (CSX) | 1.8 | $9.6M | 258k | 37.07 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.2 | $6.1M | NEW | 45k | 136.05 |
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| Tempur-Pedic International (TPX) | 1.0 | $5.1M | 90k | 56.82 |
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| Applied Materials (AMAT) | 0.6 | $3.3M | -12% | 16k | 206.23 |
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| MercadoLibre (MELI) | 0.6 | $3.3M | 2.2k | 1511.96 |
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| Vacasa Cl A New (VCSA) | 0.2 | $863k | 127k | 6.82 |
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| Yandex N V Shs Class A (YNDX) | 0.0 | $0 | 96k | 0.00 |
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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 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
- Kemnay Advisory Services 2020 Q4 filed Feb. 16, 2021
- Kemnay Advisory Services 2020 Q3 filed Nov. 16, 2020
- Kemnay Advisory Services 2020 Q2 filed Aug. 14, 2020