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 1190 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Kemnay Advisory Services has 1190 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) 24.4 $152M 5.8M 25.99
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Ishares Msci Japan Etf (EWJ) 15.5 $96M +31% 1.1M 84.44
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Coinbase Global Com Cl A (COIN) 8.3 $52M 295k 174.61
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 5.8 $36M -17% 106k 337.95
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Ishares Tr Msci India Etf (INDA) 3.1 $20M NEW 416k 46.84
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Amazon (AMZN) 3.0 $19M +13% 91k 208.27
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Thermo Fisher Scientific (TMO) 3.0 $19M -6% 38k 491.53
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Apple (AAPL) 3.0 $18M +2% 73k 253.79
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NVIDIA Corporation (NVDA) 2.9 $18M 103k 174.40
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.8 $18M +2% 37k 479.20
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Microsoft Corporation (MSFT) 2.8 $18M +26% 47k 370.17
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Alphabet Cap Stk Cl C (GOOG) 2.8 $17M -4% 61k 286.86
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Visa Com Cl A (V) 2.8 $17M +3% 57k 302.24
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.7 $17M 26k 650.34
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Meta Platforms Cl A (META) 2.7 $17M -4% 29k 572.13
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MercadoLibre (MELI) 1.8 $11M +16% 6.5k 1729.02
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Fidelity National Information Services (FIS) 1.8 $11M +36922% 236k 46.91
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Intuit (INTU) 1.5 $9.1M +18% 21k 432.38
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Danaher Corporation (DHR) 1.4 $8.6M 46k 189.60
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Tempur-Pedic International (SGI) 1.0 $6.3M 85k 73.92
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Offerpad Solutions Com Cl A (OPAD) 0.1 $904k 1.4M 0.66
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Alphabet Cap Stk Cl A (GOOGL) 0.1 $503k 1.7k 287.56
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Broadcom (AVGO) 0.1 $435k 1.4k 309.51
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Tesla Motors (TSLA) 0.1 $375k +15% 1.0k 371.75
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Figma Class A Com Stk (FIG) 0.0 $281k 13k 21.14
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Eli Lilly & Co. (LLY) 0.0 $269k +7% 292.00 919.77
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JPMorgan Chase & Co. (JPM) 0.0 $250k -19% 851.00 294.16
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Ishares Tr Russell 2000 Etf (IWM) 0.0 $237k -2% 955.00 248.00
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Exxon Mobil Corporation (XOM) 0.0 $235k -17% 1.4k 169.66
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Ishares Tr Rus 1000 Etf (IWB) 0.0 $232k 650.00 356.56
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TJX Companies (TJX) 0.0 $228k +83% 1.4k 159.70
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Wal-Mart Stores (WMT) 0.0 $190k -11% 1.5k 124.28
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Johnson Controls Internation SHS (JCI) 0.0 $175k +241% 1.3k 130.95
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CVS Caremark Corporation (CVS) 0.0 $167k +365% 2.3k 71.82
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Fabrinet SHS (FN) 0.0 $165k +243% 316.00 521.52
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Clean Harbors (CLH) 0.0 $159k NEW 554.00 286.73
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FormFactor (FORM) 0.0 $158k -60% 1.6k 96.99
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Granite Construction (GVA) 0.0 $157k +1092% 1.3k 119.88
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Customers Ban (CUBI) 0.0 $155k +55% 2.2k 69.41
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Natera (NTRA) 0.0 $150k +339% 752.00 199.99
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Hayward Hldgs (HAYW) 0.0 $150k +75% 11k 13.38
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Texas Capital Bancshares (TCBI) 0.0 $150k +1391% 1.6k 94.88
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Plexus (PLXS) 0.0 $149k +23% 736.00 202.54
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Paylocity Holding Corporation (PCTY) 0.0 $148k +81% 1.4k 108.04
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Abbvie (ABBV) 0.0 $147k -3% 677.00 217.49
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Costco Wholesale Corporation (COST) 0.0 $147k -37% 147.00 996.43
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Vertiv Holdings Com Cl A (VRT) 0.0 $145k +286% 579.00 250.58
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Dick's Sporting Goods (DKS) 0.0 $143k NEW 722.00 198.29
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Stifel Financial (SF) 0.0 $142k +89% 1.9k 73.92
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Manpower (MAN) 0.0 $142k NEW 4.8k 29.46
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Woodward Governor Company (WWD) 0.0 $140k NEW 392.00 357.92
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Privia Health Group (PRVA) 0.0 $140k +13% 6.8k 20.57
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Xpo Logistics Inc equity (XPO) 0.0 $140k -14% 718.00 194.55
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Balchem Corporation (BCPC) 0.0 $138k -6% 813.00 169.48
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Diebold Nixdorf Com Shs (DBD) 0.0 $137k -4% 1.8k 75.44
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $137k +260% 350.00 390.41
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Kontoor Brands (KTB) 0.0 $136k +1378% 1.9k 70.29
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Jabil Circuit (JBL) 0.0 $136k NEW 510.00 265.63
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Comfort Systems USA (FIX) 0.0 $135k +180% 98.00 1378.99
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Netflix (NFLX) 0.0 $135k -22% 1.4k 96.15
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Nortonlifelock (GEN) 0.0 $135k +39% 7.2k 18.83
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Carnival Corp Common Stock 0.0 $135k +402% 5.2k 25.88
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Piper Sandler Companies Com New (PIPR) 0.0 $134k NEW 1.8k 76.55
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Chevron Corporation (CVX) 0.0 $133k -14% 644.00 206.90
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Ducommun Incorporated (DCO) 0.0 $133k -12% 1.1k 122.00
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Semtech Corporation (SMTC) 0.0 $133k +491% 1.7k 76.89
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Micron Technology (MU) 0.0 $131k -13% 387.00 337.84
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Mastercard Incorporated Cl A (MA) 0.0 $130k -19% 261.00 499.66
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Jacobs Engineering Group (J) 0.0 $130k +1246% 1.0k 127.28
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Frontdoor (FTDR) 0.0 $128k -6% 2.4k 52.86
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Alliance Data Systems Corporation (BFH) 0.0 $128k +348% 1.7k 74.89
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Lattice Semiconductor (LSCC) 0.0 $127k NEW 1.4k 92.76
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Archrock (AROC) 0.0 $124k +755% 3.5k 34.80
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Ringcentral Cl A (RNG) 0.0 $123k +5% 3.3k 37.19
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Imax Corp Cad (IMAX) 0.0 $123k -11% 3.2k 38.01
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Procter & Gamble Company (PG) 0.0 $122k -9% 845.00 144.44
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Chefs Whse (CHEF) 0.0 $122k +103% 2.1k 59.45
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Clear Secure Com Cl A (YOU) 0.0 $122k -18% 2.5k 48.41
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Kodiak Gas Svcs (KGS) 0.0 $121k NEW 2.1k 58.32
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Advanced Micro Devices (AMD) 0.0 $120k -8% 588.00 203.43
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Sterling Construction Company (STRL) 0.0 $119k +188% 291.00 407.27
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Expedia Group Com New (EXPE) 0.0 $117k -18% 506.00 230.89
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Benchmark Electronics (BHE) 0.0 $117k +12% 2.1k 56.06
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Sofi Technologies (SOFI) 0.0 $116k +13% 7.3k 15.88
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Nextpower Class A Com (NXT) 0.0 $116k +117% 960.00 120.55
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TTM Technologies (TTMI) 0.0 $115k -33% 1.2k 97.42
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Revolve Group Cl A (RVLV) 0.0 $115k NEW 5.1k 22.61
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Blue Bird Corp (BLBD) 0.0 $114k NEW 2.0k 56.79
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Merck & Co (MRK) 0.0 $114k -4% 947.00 120.29
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Echostar Corp Cl A 0.0 $113k +99% 968.00 117.07
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Astronics Corporation (ATRO) 0.0 $112k +110% 1.7k 66.73
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Viavi Solutions Inc equities (VIAV) 0.0 $112k -55% 3.4k 33.28
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WisdomTree Investments (WT) 0.0 $112k NEW 7.7k 14.56
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Vericel (VCEL) 0.0 $111k NEW 3.4k 32.17
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Everus Constr Group (ECG) 0.0 $111k NEW 936.00 118.06
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Astec Industries (ASTE) 0.0 $110k NEW 2.1k 53.84
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Douglas Dynamics (PLOW) 0.0 $110k -5% 2.6k 42.09
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OSI Systems (OSIS) 0.0 $110k -11% 415.00 265.51
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Home Depot (HD) 0.0 $108k -17% 328.00 328.89
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Mueller Wtr Prods Com Ser A (MWA) 0.0 $107k -58% 3.9k 27.49
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Palantir Technologies Cl A (PLTR) 0.0 $107k -16% 728.00 146.28
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Xeris Pharmaceuticals (XERS) 0.0 $107k +116% 18k 5.80
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Siriuspoint (SPNT) 0.0 $106k NEW 4.9k 21.54
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Caterpillar (CAT) 0.0 $106k -19% 149.00 708.46
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Coherent Corp (COHR) 0.0 $106k -45% 443.00 238.21
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Magnolia Oil & Gas Corp Cl A (MGY) 0.0 $105k +650% 3.3k 31.57
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Bgc Group Cl A (BGC) 0.0 $105k +707% 11k 9.78
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Credo Technology Group Holdi Ordinary Shares (CRDO) 0.0 $105k +182% 1.1k 93.87
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Delek Us Holdings (DK) 0.0 $105k -26% 2.3k 45.07
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Lam Research Corp Com New (LRCX) 0.0 $105k -2% 489.00 213.66
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Bank of America Corporation (BAC) 0.0 $104k -33% 2.1k 48.75
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BJ's Restaurants (BJRI) 0.0 $104k +84% 3.0k 35.10
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Life Time Group Holdings Common Stock (LTH) 0.0 $103k +39% 3.8k 26.94
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Coca-Cola Company (KO) 0.0 $102k -4% 1.3k 76.05
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Bridgebio Pharma (BBIO) 0.0 $100k +150% 1.4k 74.26
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Anika Therapeutics (ANIK) 0.0 $100k NEW 6.9k 14.50
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Nature's Sunshine Prod. (NATR) 0.0 $99k -55% 4.1k 23.99
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Arlo Technologies (ARLO) 0.0 $99k NEW 6.9k 14.23
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Oil States International (OIS) 0.0 $98k NEW 8.4k 11.64
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Corecivic (CXW) 0.0 $98k NEW 5.2k 18.91
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Moog Cl A (MOG.A) 0.0 $97k +223% 333.00 292.64
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Philip Morris International (PM) 0.0 $97k -5% 586.00 165.34
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Liveramp Holdings (RAMP) 0.0 $97k NEW 3.7k 26.52
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Zeta Global Holdings Corp Cl A (ZETA) 0.0 $96k +3% 6.0k 15.92
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Dana Holding Corporation (DAN) 0.0 $95k NEW 2.8k 33.65
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Victorias Secret And Common Stock (VSXY) 0.0 $95k -25% 2.0k 46.36
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Tg Therapeutics (TGTX) 0.0 $95k +64% 2.9k 33.22
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Applied Materials (AMAT) 0.0 $94k -12% 276.00 341.79
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Cisco Systems (CSCO) 0.0 $94k -15% 1.2k 77.59
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Enova Intl (ENVA) 0.0 $93k NEW 681.00 135.83
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Napco Security Systems (NSSC) 0.0 $92k -8% 2.3k 39.39
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UnitedHealth (UNH) 0.0 $92k -5% 341.00 270.59
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Goldman Sachs (GS) 0.0 $92k -25% 109.00 845.99
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Terex Corporation (TEX) 0.0 $92k -39% 1.5k 59.10
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Sitime Corp (SITM) 0.0 $91k -14% 263.00 345.35
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Ge Aerospace Com New (GE) 0.0 $89k -36% 315.00 283.77
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Irhythm Technologies (IRTC) 0.0 $89k +613% 756.00 118.02
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Amalgamated Financial Corp (AMAL) 0.0 $88k NEW 2.3k 38.87
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Bloom Energy Corp Com Cl A (BE) 0.0 $88k +14% 649.00 135.49
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Oracle Corporation (ORCL) 0.0 $88k -12% 597.00 147.11
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Horace Mann Educators Corporation (HMN) 0.0 $88k +86% 2.1k 42.68
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Griffon Corporation (GFF) 0.0 $86k NEW 1.2k 72.68
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Boot Barn Hldgs (BOOT) 0.0 $86k +14% 586.00 146.36
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Linde SHS (LIN) 0.0 $85k -8% 171.00 495.76
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Schweitzer-Mauduit International (MATV) 0.0 $85k -30% 9.7k 8.70
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Jackson Financial Com Cl A (JXN) 0.0 $84k +286% 796.00 105.72
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Raytheon Technologies Corp (RTX) 0.0 $84k -18% 436.00 192.90
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Hecla Mining Company (HL) 0.0 $84k -19% 4.5k 18.63
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Pepsi (PEP) 0.0 $84k 541.00 155.29
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Lemonade (LMND) 0.0 $84k +492% 1.3k 62.68
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Aveanna Healthcare Hldgs (AVAH) 0.0 $83k -16% 13k 6.44
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Ooma (OOMA) 0.0 $83k +12% 5.7k 14.55
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Red Violet (RDVT) 0.0 $83k +31% 2.4k 34.60
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Helios Technologies (HLIO) 0.0 $82k -34% 1.3k 64.71
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Mistras (MG) 0.0 $82k -4% 5.6k 14.78
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Fastly Cl A (FSLY) 0.0 $82k -75% 2.8k 29.06
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At&t (T) 0.0 $82k 2.8k 28.99
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Madrigal Pharmaceuticals (MDGL) 0.0 $81k +131% 155.00 523.47
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Kratos Defense & Sec Solutio Com New (KTOS) 0.0 $81k +133% 1.1k 70.51
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International Business Machines (IBM) 0.0 $80k -11% 331.00 242.39
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Lumentum Hldgs (LITE) 0.0 $79k NEW 113.00 702.76
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Wells Fargo & Company (WFC) 0.0 $79k -46% 995.00 79.61
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McDonald's Corporation (MCD) 0.0 $79k -10% 254.00 310.79
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Ge Vernova (GEV) 0.0 $79k -16% 90.00 872.90
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Guardant Health (GH) 0.0 $78k -40% 847.00 92.37
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Nextera Energy (NEE) 0.0 $78k -25% 839.00 92.88
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Verizon Communications (VZ) 0.0 $78k 1.5k 50.20
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Camden National Corporation (CAC) 0.0 $78k NEW 1.6k 47.45
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(CXDO) 0.0 $77k NEW 13k 6.17
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Amgen (AMGN) 0.0 $76k 217.00 351.85
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Ensign (ENSG) 0.0 $76k +20% 378.00 201.50
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Custom Truck One Source Com Cl A (CTOS) 0.0 $76k NEW 12k 6.57
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Ionq Inc Pipe (IONQ) 0.0 $75k +100% 2.6k 28.83
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Valley National Ban (VLY) 0.0 $75k +246% 6.1k 12.28
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Brookdale Senior Living (BKD) 0.0 $75k -58% 5.4k 13.68
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Golar Lng SHS (GLNG) 0.0 $74k +472% 1.4k 54.11
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Rush Street Interactive (RSI) 0.0 $74k +41% 3.4k 21.75
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Northwest Bancshares (NWBI) 0.0 $74k +10% 5.8k 12.69
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Coeur Mng Com New (CDE) 0.0 $74k +112% 3.9k 18.77
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Provident Financial Services (PFS) 0.0 $73k +105% 3.5k 21.16
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Newmark Group Cl A (NMRK) 0.0 $73k +521% 4.9k 14.99
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Lifestance Health Group (LFST) 0.0 $71k -63% 11k 6.37
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Praxis Precision Medicines I Com New (PRAX) 0.0 $71k +262% 221.00 322.19
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Texas Instruments Incorporated (TXN) 0.0 $71k 365.00 194.14
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Amphenol Corp Cl A (APH) 0.0 $71k -68% 560.00 126.35
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Advanced Energy Industries (AEIS) 0.0 $71k +80% 219.00 322.71
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Modine Manufacturing (MOD) 0.0 $70k +76% 324.00 216.71
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Gilead Sciences (GILD) 0.0 $70k 500.00 139.37
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Kla Corp Com New (KLAC) 0.0 $69k -9% 47.00 1472.40
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Intel Corporation (INTC) 0.0 $69k -42% 1.6k 44.13
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Xometry Class A Com (XMTR) 0.0 $69k +254% 1.7k 40.84
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Vaxcyte (PCVX) 0.0 $69k +156% 1.2k 58.11
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Braze Com Cl A (BRZE) 0.0 $68k +92% 2.9k 23.61
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Ptc Therapeutics I (PTCT) 0.0 $68k -46% 997.00 68.13
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Abbott Laboratories (ABT) 0.0 $67k -4% 652.00 102.67
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Cytokinetics Com New (CYTK) 0.0 $67k +136% 1.0k 65.91
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Diodes Incorporated (DIOD) 0.0 $67k NEW 978.00 68.26
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Horizon Ban (HBNC) 0.0 $67k NEW 4.0k 16.57
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Banc Of California (BANC) 0.0 $66k +400% 3.8k 17.58
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Smith & Wesson Brands (SWBI) 0.0 $66k NEW 4.6k 14.33
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Pfizer (PFE) 0.0 $64k 2.3k 28.08
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Morgan Stanley Com New (MS) 0.0 $64k -17% 390.00 164.57
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Profrac Hldg Corp Class A Com (ACDC) 0.0 $64k NEW 10k 6.20
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Waste Management (WM) 0.0 $63k +72% 276.00 229.79
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Citigroup Com New (C) 0.0 $63k -21% 558.00 113.41
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American Superconductor Corp Shs New (AMSC) 0.0 $63k NEW 1.9k 33.85
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Rambus (RMBS) 0.0 $63k -31% 730.00 86.03
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Arrowhead Pharmaceuticals (ARWR) 0.0 $63k +187% 998.00 62.70
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Latham Group (SWIM) 0.0 $62k +23% 12k 5.37
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Healthcare Services (HCSG) 0.0 $62k NEW 3.4k 18.55
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Lindblad Expeditions Hldgs I (LIND) 0.0 $62k -9% 3.6k 17.30
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General Dynamics Corporation (GD) 0.0 $62k -70% 181.00 343.22
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Bk Technologies Corporation Com New (BKTI) 0.0 $62k NEW 825.00 74.63
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Analog Devices (ADI) 0.0 $61k 193.00 318.14
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Palomar Hldgs (PLMR) 0.0 $61k NEW 509.00 119.50
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American Healthcare Reit Com Shs (AHR) 0.0 $61k +107% 1.3k 47.16
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Upstart Hldgs (UPST) 0.0 $61k +1045% 2.4k 25.65
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ConocoPhillips (COP) 0.0 $61k -6% 458.00 132.00
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Immunovant (IMVT) 0.0 $60k +481% 2.4k 24.84
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Caretrust Reit (CTRE) 0.0 $60k +118% 1.6k 36.65
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Walt Disney Company (DIS) 0.0 $60k -12% 622.00 96.38
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Designer Brands Cl A (DBI) 0.0 $60k -12% 11k 5.69
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Neuropace (NPCE) 0.0 $60k +592% 4.5k 13.15
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salesforce (CRM) 0.0 $58k -14% 310.00 186.67
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LeMaitre Vascular (LMAT) 0.0 $58k -46% 528.00 109.17
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Axsome Therapeutics (AXSM) 0.0 $57k +101% 337.00 169.02
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Intuitive Surgical Com New (ISRG) 0.0 $57k -12% 123.00 460.99
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Hippo Hldgs Com New (HIPO) 0.0 $57k +16% 2.2k 26.06
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Krystal Biotech (KRYS) 0.0 $56k +157% 216.00 258.32
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Garrett Motion (GTX) 0.0 $56k -61% 3.1k 18.17
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Welltower Inc Com reit (WELL) 0.0 $56k +2% 281.00 197.71
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Qualcomm (QCOM) 0.0 $55k 429.00 128.78
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Spx Corp (SPXC) 0.0 $55k -32% 276.00 199.94
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Protagonist Therapeutics (PTGX) 0.0 $55k +187% 521.00 105.40
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Booking Holdings (BKNG) 0.0 $55k -40% 13.00 4210.31
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Federal Signal Corporation (FSS) 0.0 $55k +158% 506.00 108.14
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Box Cl A (BOX) 0.0 $55k +473% 2.3k 23.64
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Lumen Technologies (LUMN) 0.0 $54k +138% 7.8k 6.95
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Oklo Com Cl A (OKLO) 0.0 $54k +125% 1.1k 49.59
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Portland Gen Elec Com New (POR) 0.0 $54k +181% 1.0k 52.77
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Northwest Pipe Company (NWPX) 0.0 $53k -39% 685.00 77.86
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Ormat Technologies (ORA) 0.0 $53k +141% 476.00 111.92
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Powell Industries (POWL) 0.0 $53k +292% 98.00 541.08
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Phibro Animal Health Corp Cl A Com (PAHC) 0.0 $53k NEW 956.00 55.31
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Motorola Solutions Com New (MSI) 0.0 $53k -74% 121.00 433.97
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First Bancorp Corporation Com New (FBP) 0.0 $53k NEW 2.5k 21.36
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Charles Schwab Corporation (SCHW) 0.0 $52k -16% 558.00 93.98
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Dycom Industries (DY) 0.0 $52k +73% 154.00 338.82
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Union Pacific Corporation (UNP) 0.0 $52k -8% 215.00 242.62
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Vita Coco Co Inc/the (COCO) 0.0 $52k NEW 1.1k 47.91
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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