Kemnay Advisory Services
Latest statistics and disclosures from Kemnay Advisory Services's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VNO, CHTR, COIN, ORCL, QCOM, and represent 61.79% of Kemnay Advisory Services's stock portfolio.
- Added to shares of these 10 stocks: VNO (+$132M), Activision Blizzard (+$10M), BRK.B (+$9.6M), CSX, TPX, CRM, MSFT, AAPL, V, GOOG.
- Started 5 new stock positions in VNO, CSX, TPX, BRK.B, Activision Blizzard.
- Reduced shares in these 10 stocks: CPT (-$14M), UBER (-$9.7M), HIW (-$9.4M), BABA (-$8.0M), CUZ, NVDA, PSA, META, DLR, ORCL.
- Sold out of its positions in BABA, CPT, CUZ, DLR, HIW, PSA, UBER.
- Kemnay Advisory Services was a net buyer of stock by $110M.
- Kemnay Advisory Services has $334M in assets under management (AUM), dropping by 46.80%.
- 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 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vornado Rlty Tr Sh Ben Int (VNO) | 39.6 | $132M | NEW | 5.8M | 22.68 |
|
| Charter Communications Inc N Cl A (CHTR) | 7.1 | $24M | 54k | 439.82 |
|
|
| Coinbase Global Com Cl A (COIN) | 6.1 | $21M | 273k | 75.08 |
|
|
| Oracle Corporation (ORCL) | 4.7 | $16M | -5% | 147k | 105.92 |
|
| Qualcomm (QCOM) | 4.3 | $14M | 128k | 111.06 |
|
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| Offerpad Solutions Com Cl A (OPAD) | 4.0 | $14M | 1.4M | 9.76 |
|
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| Activision Blizzard | 3.0 | $10M | NEW | 107k | 93.63 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.9 | $9.8M | +4% | 74k | 131.85 |
|
| Meta Platforms Cl A (META) | 2.9 | $9.6M | -10% | 32k | 300.21 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.9 | $9.6M | NEW | 27k | 350.30 |
|
| Microsoft Corporation (MSFT) | 2.8 | $9.4M | +10% | 30k | 315.75 |
|
| NVIDIA Corporation (NVDA) | 2.8 | $9.4M | -24% | 22k | 434.99 |
|
| salesforce (CRM) | 2.8 | $9.4M | +11% | 46k | 202.78 |
|
| Apple (AAPL) | 2.8 | $9.3M | +10% | 54k | 171.21 |
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| Visa Com Cl A (V) | 2.8 | $9.3M | +9% | 40k | 230.01 |
|
| Amazon (AMZN) | 2.7 | $8.9M | -5% | 70k | 127.12 |
|
| MercadoLibre (MELI) | 2.3 | $7.8M | 6.2k | 1267.88 |
|
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| CSX Corporation (CSX) | 1.5 | $5.0M | NEW | 161k | 30.75 |
|
| Applied Materials (AMAT) | 0.8 | $2.8M | +3% | 20k | 138.45 |
|
| Tempur-Pedic International (TPX) | 0.8 | $2.8M | NEW | 64k | 43.34 |
|
| Vacasa Class A Com | 0.3 | $1.2M | 2.5M | 0.46 |
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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 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
- Kemnay Advisory Services 2020 Q1 filed May 15, 2020
- Kemnay Advisory Services 2019 Q4 filed Feb. 14, 2020