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 1169 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Kemnay Advisory Services has 1169 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) 29.0 $229M 5.8M 39.30
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Ishares Msci Japan Etf (EWJ) 13.4 $106M 1.1M 93.27
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 6.5 $52M 108k 477.57
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Coinbase Global Com Cl A (COIN) 5.5 $43M 295k 146.19
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Visa Com Cl A (V) 3.5 $28M +42% 81k 343.09
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.5 $28M +51% 56k 500.39
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Mastercard Incorporated Cl A (MA) 3.5 $28M +20421% 54k 513.60
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Apple (AAPL) 3.5 $27M +30% 95k 289.36
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NVIDIA Corporation (NVDA) 3.2 $26M +24% 128k 200.09
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Meta Platforms Cl A (META) 3.2 $25M +53% 44k 563.29
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Amazon (AMZN) 3.1 $25M +14% 104k 238.34
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Microsoft Corporation (MSFT) 3.1 $25M +39% 66k 373.02
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Alphabet Cap Stk Cl C (GOOG) 3.1 $24M +12% 68k 353.33
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Thermo Fisher Scientific (TMO) 2.4 $19M 38k 501.36
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MercadoLibre (MELI) 1.8 $14M +29% 8.5k 1697.39
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Fidelity National Information Services (FIS) 1.4 $11M +21% 287k 38.88
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Danaher Corporation (DHR) 1.3 $10M +19% 54k 190.48
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Guidewire Software (GWRE) 1.0 $8.2M +41055% 67k 123.05
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Tempur-Pedic International (SGI) 0.9 $6.8M 86k 78.40
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Amer Sports Com Shs (AS) 0.5 $3.6M +14850% 106k 33.84
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Offerpad Solutions Com Cl A 0.1 $967k NEW 196k 4.94
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $698k +11% 2.0k 357.37
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Broadcom (AVGO) 0.1 $596k +12% 1.6k 377.75
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Tesla Motors (TSLA) 0.1 $475k +12% 1.1k 420.60
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Micron Technology (MU) 0.1 $440k 381.00 1154.29
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Eli Lilly & Co. (LLY) 0.0 $363k +3% 303.00 1199.43
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Advanced Micro Devices (AMD) 0.0 $319k -6% 549.00 580.91
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $304k +14% 743.00 409.50
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $304k +5% 1.0k 300.45
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JPMorgan Chase & Co. (JPM) 0.0 $294k +5% 897.00 327.33
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Figma Class A Com Stk (FIG) 0.0 $240k 13k 18.09
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Indivior Pharmaceuticals (INDV) 0.0 $239k +496% 5.8k 41.03
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Brightspring Health Svcs (BTSG) 0.0 $237k +286% 3.4k 69.74
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Plexus (PLXS) 0.0 $230k +4% 766.00 300.67
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Lam Research Corp Com New (LRCX) 0.0 $222k +4% 512.00 433.33
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TJX Companies (TJX) 0.0 $221k +2% 1.5k 151.50
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Western Digital (WDC) 0.0 $218k +86% 342.00 638.72
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Balchem Corporation (BCPC) 0.0 $213k +54% 1.3k 168.95
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Amphenol Corp Cl A (APH) 0.0 $213k +115% 1.2k 176.32
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Verizon Communications (VZ) 0.0 $209k +218% 4.9k 42.34
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Applied Materials (AMAT) 0.0 $201k 278.00 723.00
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Exxon Mobil Corporation (XOM) 0.0 $201k +6% 1.5k 136.72
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Intel Corporation (INTC) 0.0 $194k -10% 1.4k 139.63
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Privia Health Group (PRVA) 0.0 $187k +6% 7.3k 25.73
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Agilysys (AGYS) 0.0 $186k +1343% 1.8k 104.50
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Diebold Nixdorf Com Shs (DBD) 0.0 $184k +19% 2.2k 85.02
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Ichor Holdings SHS (ICHR) 0.0 $184k +539% 1.6k 112.28
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Federal Signal Corporation (FSS) 0.0 $184k +182% 1.4k 128.49
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Wal-Mart Stores (WMT) 0.0 $184k +6% 1.6k 113.26
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Abbvie (ABBV) 0.0 $181k +6% 721.00 251.64
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Napco Security Systems (NSSC) 0.0 $180k +101% 4.7k 37.98
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CVS Caremark Corporation (CVS) 0.0 $178k -26% 1.7k 103.45
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Adaptive Biotechnologies Cor (ADPT) 0.0 $178k +575% 8.3k 21.45
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Encore Capital (ECPG) 0.0 $175k NEW 1.9k 93.29
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Vericel (VCEL) 0.0 $174k +13% 3.9k 44.49
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West Pharmaceutical Services (WST) 0.0 $169k +1524% 471.00 359.00
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KB Home (KBH) 0.0 $168k +513% 2.7k 62.59
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Happen Com New 0.0 $168k NEW 8.1k 20.74
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Custom Truck One Source Com Cl A (CTOS) 0.0 $168k +23% 14k 11.81
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Knowles (KN) 0.0 $167k +245% 4.0k 41.48
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Zeta Global Holdings Corp Cl A (ZETA) 0.0 $167k +41% 8.5k 19.68
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Frontdoor (FTDR) 0.0 $167k -11% 2.2k 77.59
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Caterpillar (CAT) 0.0 $166k +4% 156.00 1064.90
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Dave Class A Com New (DAVE) 0.0 $166k +1754% 445.00 372.59
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Astrana Health Com New (ASTH) 0.0 $165k NEW 3.6k 46.41
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Nature's Sunshine Prod. (NATR) 0.0 $163k +81% 7.5k 21.80
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Arlo Technologies (ARLO) 0.0 $162k +73% 12k 13.48
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MaxLinear (MXL) 0.0 $161k NEW 1.3k 128.03
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BJ's Restaurants (BJRI) 0.0 $161k -10% 2.7k 60.73
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Fortinet (FTNT) 0.0 $161k +150% 1.0k 153.62
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Entegris (ENTG) 0.0 $160k +564% 890.00 179.86
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Aveanna Healthcare Hldgs (AVAH) 0.0 $160k +44% 19k 8.57
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Fortive (FTV) 0.0 $159k +2050% 2.6k 61.09
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Darling International (DAR) 0.0 $156k +459% 2.9k 54.62
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Rush Street Interactive (RSI) 0.0 $155k +53% 5.2k 29.74
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Tutor Perini Corporation (TPC) 0.0 $154k +1509% 1.9k 82.97
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Lattice Semiconductor (LSCC) 0.0 $152k -27% 995.00 152.96
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Flywire Corporation Com Vtg (FLYW) 0.0 $152k NEW 8.7k 17.57
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Aar (AIR) 0.0 $152k +442% 1.1k 142.93
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Deluxe Corporation (DLX) 0.0 $152k NEW 6.4k 23.88
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Garrett Motion (GTX) 0.0 $150k +35% 4.1k 36.23
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Xpo Logistics Inc equity (XPO) 0.0 $150k 732.00 205.29
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Costco Wholesale Corporation (COST) 0.0 $150k +8% 160.00 935.47
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Pennant Group (PNTG) 0.0 $150k NEW 4.1k 36.95
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Paylocity Holding Corporation (PCTY) 0.0 $150k +4% 1.4k 104.53
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Willdan (WLDN) 0.0 $150k NEW 1.9k 79.10
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Victorias Secret And Common Stock (VSXY) 0.0 $149k -12% 1.8k 83.48
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RBC Bearings Incorporated (RBC) 0.0 $148k +350% 230.00 644.06
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Coherent Corp (COHR) 0.0 $148k -15% 375.00 394.47
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Curtiss-Wright (CW) 0.0 $147k +506% 194.00 757.76
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Carpenter Technology Corporation (CRS) 0.0 $147k NEW 238.00 616.84
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Cisco Systems (CSCO) 0.0 $146k +2% 1.2k 117.46
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(CXDO) 0.0 $145k +55% 19k 7.47
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Twilio Cl A (TWLO) 0.0 $145k +190% 703.00 206.33
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Irhythm Technologies (IRTC) 0.0 $145k +60% 1.2k 118.95
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Mercury Computer Systems (MRCY) 0.0 $145k +241% 1.2k 122.33
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Brink's Company (BCO) 0.0 $143k +524% 1.5k 94.49
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Newmark Group Cl A (NMRK) 0.0 $143k +93% 9.4k 15.11
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Bel Fuse CL B (BELFB) 0.0 $142k +359% 427.00 333.04
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Kla Corp Com New (KLAC) 0.0 $141k +891% 466.00 301.71
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Northwest Pipe Company (NWPX) 0.0 $140k +36% 936.00 149.94
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Lo (LOCO) 0.0 $140k +2287% 8.2k 16.96
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Everquote Com Cl A (EVER) 0.0 $138k +111% 5.8k 23.79
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Docusign (DOCU) 0.0 $137k +543% 3.1k 44.42
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Expedia Group Com New (EXPE) 0.0 $136k +5% 533.00 255.88
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Fennec Pharmaceuticals (FENC) 0.0 $135k NEW 13k 10.75
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Aaon Com Par $0.004 (AAON) 0.0 $135k NEW 1.1k 126.86
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Eton Pharmaceuticals (ETON) 0.0 $135k NEW 3.7k 36.20
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Cracker Barrel Old Country Store (CBRL) 0.0 $134k NEW 2.5k 53.30
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Merck & Co (MRK) 0.0 $134k +10% 1.0k 128.50
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Concrete Pumping Hldgs (BBCP) 0.0 $134k NEW 11k 12.05
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Citi Trends (CTRN) 0.0 $134k NEW 2.3k 57.84
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Cognex Corporation (CGNX) 0.0 $133k +256% 1.8k 72.42
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CECO Environmental (CECO) 0.0 $132k +1359% 1.5k 90.74
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FormFactor (FORM) 0.0 $132k -49% 822.00 159.93
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Bank of America Corporation (BAC) 0.0 $131k +7% 2.3k 56.98
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Ringcentral Cl A (RNG) 0.0 $130k 3.3k 38.98
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Trimble Navigation (TRMB) 0.0 $130k +603% 2.5k 51.18
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WisdomTree Investments (WT) 0.0 $129k 7.6k 16.94
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Sally Beauty Holdings (SBH) 0.0 $129k +1006% 9.1k 14.14
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Revolve Group Cl A (RVLV) 0.0 $129k +10% 5.6k 22.89
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Porch Group (PRCH) 0.0 $129k NEW 8.5k 15.04
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Reddit Cl A (RDDT) 0.0 $128k +413% 740.00 173.58
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Zoom Communications Cl A (ZM) 0.0 $128k +1458% 1.5k 86.31
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Procter & Gamble Company (PG) 0.0 $127k +2% 865.00 146.64
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Sezzle (SEZL) 0.0 $127k +186% 739.00 171.63
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Customers Ban (CUBI) 0.0 $127k -28% 1.6k 79.10
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Rocky Brands (RCKY) 0.0 $126k NEW 3.1k 41.24
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Clear Secure Com Cl A (YOU) 0.0 $126k -10% 2.3k 55.73
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UnitedHealth (UNH) 0.0 $126k -11% 303.00 415.63
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Park-Ohio Holdings (PKOH) 0.0 $126k NEW 3.3k 38.45
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Astronics Corporation (ATRO) 0.0 $125k -8% 1.5k 81.26
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Peapack-Gladstone Financial (PGC) 0.0 $125k NEW 2.6k 47.33
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Lionsgate Studios Corp (LION) 0.0 $124k +446% 8.1k 15.31
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Semtech Corporation (SMTC) 0.0 $124k -55% 768.00 161.85
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Penn National Gaming (PENN) 0.0 $123k NEW 5.8k 21.36
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D R S Technologies (DRS) 0.0 $123k NEW 2.9k 42.67
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Proto Labs (PRLB) 0.0 $123k NEW 1.5k 81.51
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Asana Cl A (ASAN) 0.0 $123k +499% 18k 7.00
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Ge Aerospace Com New (GE) 0.0 $123k +4% 328.00 373.73
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Braze Com Cl A (BRZE) 0.0 $122k +95% 5.6k 21.69
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Lumentum Hldgs (LITE) 0.0 $121k +24% 141.00 858.06
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Coca-Cola Company (KO) 0.0 $120k +10% 1.5k 81.27
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Franklin Covey (FC) 0.0 $119k NEW 4.8k 24.53
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Benchmark Electronics (BHE) 0.0 $118k -42% 1.2k 98.67
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Chevron Corporation (CVX) 0.0 $118k +10% 713.00 165.76
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Dick's Sporting Goods (DKS) 0.0 $118k -28% 518.00 226.81
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Anika Therapeutics (ANIK) 0.0 $116k +15% 8.0k 14.63
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Interface (TILE) 0.0 $115k +1511% 3.2k 35.84
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Palo Alto Networks (PANW) 0.0 $112k +17% 328.00 341.02
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Sandisk Corp (SNDK) 0.0 $111k -14% 49.00 2273.73
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Granite Construction (GVA) 0.0 $110k -46% 698.00 158.08
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Home Depot (HD) 0.0 $110k -4% 312.00 352.68
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Transcat (TRNS) 0.0 $110k NEW 1.2k 92.77
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Netflix (NFLX) 0.0 $110k +9% 1.5k 71.40
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Ge Vernova (GEV) 0.0 $109k +3% 93.00 1174.86
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Glacier Ban (GBCI) 0.0 $109k +156% 2.1k 51.58
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Alliance Data Systems Corporation (BFH) 0.0 $107k -42% 984.00 108.35
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Goldman Sachs (GS) 0.0 $106k -3% 105.00 1011.37
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Philip Morris International (PM) 0.0 $106k 585.00 180.91
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Mitek Sys Com New (MITK) 0.0 $104k +385% 5.2k 20.13
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Pacs Group Com Shs (PACS) 0.0 $104k NEW 2.4k 42.64
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Lgi Homes (LGIH) 0.0 $103k NEW 1.6k 63.68
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Texas Instruments Incorporated (TXN) 0.0 $102k -6% 342.00 298.07
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Q2 Holdings (QTWO) 0.0 $101k +109% 2.1k 48.10
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Remitly Global (RELY) 0.0 $101k +377% 4.5k 22.41
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Cytokinetics Com New (CYTK) 0.0 $99k +14% 1.2k 85.19
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Banc Of California (BANC) 0.0 $98k +27% 4.8k 20.43
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Idt Corp Cl B New (IDT) 0.0 $97k NEW 1.7k 58.16
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Tennant Company (TNC) 0.0 $97k NEW 1.1k 87.54
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Stonex Group (SNEX) 0.0 $95k +131% 805.00 118.50
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Acushnet Holdings Corp (GOLF) 0.0 $95k +298% 801.00 118.53
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Citigroup Com New (C) 0.0 $95k +21% 678.00 139.96
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Terex Corporation (TEX) 0.0 $94k -15% 1.3k 72.39
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Materion Corporation (MTRN) 0.0 $94k +91% 316.00 297.39
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Kura Oncology (KURA) 0.0 $94k NEW 8.6k 10.97
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Wealthfront Corp (WLTH) 0.0 $93k NEW 10k 8.94
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International Business Machines (IBM) 0.0 $93k 330.00 281.21
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Marvell Technology (MRVL) 0.0 $93k -7% 311.00 297.89
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Xometry Class A Com (XMTR) 0.0 $92k -43% 953.00 96.52
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Linde SHS (LIN) 0.0 $92k +3% 177.00 518.94
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Smartfinancial Com New (SMBK) 0.0 $91k NEW 1.9k 46.92
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Morgan Stanley Com New (MS) 0.0 $90k +9% 428.00 209.04
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Wells Fargo & Company (WFC) 0.0 $89k +7% 1.1k 82.64
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Movado (MOV) 0.0 $87k +4% 2.2k 39.31
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Greif Cl A (GEF) 0.0 $87k NEW 1.2k 74.49
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Krystal Biotech (KRYS) 0.0 $86k +7% 232.00 371.67
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Alarm Com Hldgs (ALRM) 0.0 $86k +581% 1.8k 46.72
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Compass Minerals International (CMP) 0.0 $84k NEW 2.7k 31.13
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Ryerson Tull (RYZ) 0.0 $83k NEW 3.4k 24.61
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Praxis Precision Medicines I Com New (PRAX) 0.0 $83k +12% 248.00 334.79
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Amgen (AMGN) 0.0 $83k +5% 228.00 362.12
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Central Garden & Pet Cl A Non-vtg (CENTA) 0.0 $82k NEW 2.1k 38.77
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Oracle Corporation (ORCL) 0.0 $82k -6% 561.00 146.55
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Raytheon Technologies Corp (RTX) 0.0 $81k -2% 427.00 189.73
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Palantir Technologies Cl A (PLTR) 0.0 $80k -5% 688.00 116.67
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ViaSat (VSAT) 0.0 $80k -4% 889.00 89.81
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Ducommun Incorporated (DCO) 0.0 $80k -60% 429.00 185.21
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Agilon Health Com New (AGL) 0.0 $79k NEW 740.00 107.18
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Electromed (ELMD) 0.0 $79k NEW 1.9k 42.30
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Magnite Ord (MGNI) 0.0 $78k +454% 4.1k 18.98
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Legalzoom (LZ) 0.0 $77k NEW 13k 6.13
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Alkermes SHS (ALKS) 0.0 $77k +8% 1.5k 52.40
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Ncino (NCNO) 0.0 $76k +934% 4.6k 16.35
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Hanmi Finl Corp Com New (HAFC) 0.0 $76k NEW 2.3k 32.40
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Vaxcyte (PCVX) 0.0 $76k +10% 1.3k 58.13
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Pepsi (PEP) 0.0 $75k +2% 552.00 135.40
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Analog Devices (ADI) 0.0 $75k -2% 188.00 397.17
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Kontoor Brands (KTB) 0.0 $75k -53% 895.00 83.34
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Union Pacific Corporation (UNP) 0.0 $75k +27% 274.00 272.00
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Uber Technologies (UBER) 0.0 $74k +51% 1.0k 72.16
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Qualcomm (QCOM) 0.0 $74k -6% 399.00 184.79
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Arista Networks Com Shs (ANET) 0.0 $73k +30% 431.00 169.88
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Nextera Energy (NEE) 0.0 $73k 831.00 87.77
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Vectrus (VVX) 0.0 $73k +533% 975.00 74.56
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Crescent Energy Company Cl A Com (CRGY) 0.0 $72k +299% 7.4k 9.82
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Argan (AGX) 0.0 $72k +26% 90.00 798.56
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UMB Financial Corporation (UMBF) 0.0 $72k +32% 503.00 142.76
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Insight Enterprises (NSIT) 0.0 $71k +175% 583.00 121.80
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Tg Therapeutics (TGTX) 0.0 $71k -54% 1.3k 54.94
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Protagonist Therapeutics (PTGX) 0.0 $70k +10% 574.00 122.58
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Wolverine World Wide (WWW) 0.0 $70k +117% 4.2k 16.53
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AtriCure (ATRC) 0.0 $70k NEW 2.5k 27.98
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Moog Cl A (MOG.A) 0.0 $70k -50% 164.00 423.84
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McDonald's Corporation (MCD) 0.0 $70k 257.00 270.31
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Hut 8 Corp (HUT) 0.0 $69k -7% 595.00 115.45
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Rhythm Pharmaceuticals (RYTM) 0.0 $68k +9% 616.00 111.03
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Waste Management (WM) 0.0 $68k +10% 304.00 222.88
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Kymera Therapeutics (KYMR) 0.0 $66k +3% 576.00 114.67
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Gilead Sciences (GILD) 0.0 $66k +4% 522.00 126.34
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Pagerduty (PD) 0.0 $66k NEW 6.8k 9.65
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Spyre Therapeutics Com New (SYRE) 0.0 $66k +29% 741.00 88.78
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Caretrust Reit (CTRE) 0.0 $66k 1.6k 40.35
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Corning Incorporated (GLW) 0.0 $65k +3% 256.00 255.43
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Diodes Incorporated (DIOD) 0.0 $65k -39% 596.00 109.44
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Walt Disney Company (DIS) 0.0 $65k +8% 677.00 96.25
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Welltower Inc Com reit (WELL) 0.0 $65k 284.00 226.97
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Appian Corp Cl A (APPN) 0.0 $64k NEW 2.8k 22.90
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Texas Capital Bancshares (TCBI) 0.0 $64k -60% 622.00 103.26
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CommVault Systems (CVLT) 0.0 $63k +78% 447.00 141.73
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Abbott Laboratories (ABT) 0.0 $62k +5% 685.00 90.74
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Provident Financial Services (PFS) 0.0 $62k -24% 2.6k 23.64
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Vishay Intertechnology (VSH) 0.0 $61k +11% 1.1k 53.78
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ESCO Technologies (ESE) 0.0 $61k +19% 174.00 350.04
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Compass Cl A (COMP) 0.0 $61k +4% 4.9k 12.33
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Axcelis Technologies Com New (ACLS) 0.0 $61k +28% 320.00 189.45
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Ptc Therapeutics I (PTCT) 0.0 $61k -25% 742.00 81.57
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Old National Ban (ONB) 0.0 $60k +10% 2.3k 25.90
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Bank of New York Mellon Corporation (BNY) 0.0 $60k +69% 415.00 144.61
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New York Mortgage Tr (ADAM) 0.0 $60k NEW 6.4k 9.38
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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