Kemnay Advisory Services as of March 31, 2014
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 42 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Unilever | 9.5 | $19M | 458k | 41.12 | |
| Johnson & Johnson (JNJ) | 9.3 | $19M | 188k | 98.23 | |
| Kraft Foods | 9.0 | $18M | 318k | 56.10 | |
| Coca-Cola Company (KO) | 8.4 | $17M | 434k | 38.66 | |
| IntraLinks Holdings | 5.6 | $11M | 1.1M | 10.23 | |
| Apple (AAPL) | 5.5 | $11M | 20k | 536.76 | |
| Kimberly-Clark Corporation (KMB) | 4.5 | $9.0M | 82k | 110.25 | |
| E.I. du Pont de Nemours & Company | 4.4 | $8.8M | 131k | 67.10 | |
| Pfizer (PFE) | 4.4 | $8.8M | 273k | 32.12 | |
| General Electric Company | 4.3 | $8.5M | 330k | 25.89 | |
| Ambev Sa- (ABEV) | 4.0 | $8.0M | 1.1M | 7.41 | |
| Pepsi (PEP) | 4.0 | $7.9M | 95k | 83.49 | |
| 2.5 | $4.9M | 4.4k | 1114.51 | ||
| Vodafone Group New Adr F (VOD) | 2.4 | $4.7M | 128k | 36.81 | |
| Facebook Inc cl a (META) | 2.1 | $4.3M | 71k | 60.24 | |
| Amazon (AMZN) | 2.1 | $4.2M | 13k | 336.40 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $3.1M | 47k | 65.74 | |
| Verizon Communications (VZ) | 1.5 | $2.9M | 62k | 47.57 | |
| Yandex Nv-a (YNDX) | 1.3 | $2.6M | 85k | 30.19 | |
| Baidu (BIDU) | 1.3 | $2.5M | 17k | 152.24 | |
| eBay (EBAY) | 0.9 | $1.9M | 34k | 55.24 | |
| MasterCard Incorporated (MA) | 0.6 | $1.2M | 17k | 74.69 | |
| Hertz Global Holdings | 0.6 | $1.2M | 46k | 26.64 | |
| Delta Air Lines (DAL) | 0.6 | $1.2M | 35k | 34.66 | |
| Valeant Pharmaceuticals Int | 0.6 | $1.2M | 9.4k | 131.85 | |
| Berkshire Hathaway (BRK.B) | 0.6 | $1.2M | 9.8k | 124.97 | |
| Wells Fargo & Company (WFC) | 0.6 | $1.2M | 24k | 49.75 | |
| Hess (HES) | 0.6 | $1.2M | 15k | 82.89 | |
| Equinix | 0.6 | $1.2M | 6.6k | 184.81 | |
| Assured Guaranty (AGO) | 0.6 | $1.2M | 48k | 25.33 | |
| American International (AIG) | 0.6 | $1.2M | 24k | 50.01 | |
| Charter Communications | 0.6 | $1.2M | 9.8k | 123.17 | |
| General Motors Company (GM) | 0.6 | $1.2M | 36k | 34.43 | |
| Express Scripts Holding | 0.6 | $1.2M | 16k | 75.08 | |
| Twenty-first Century Fox | 0.6 | $1.2M | 38k | 31.96 | |
| priceline.com Incorporated | 0.6 | $1.2M | 1.0k | 1192.23 | |
| Linkedin Corp | 0.6 | $1.2M | 6.5k | 184.92 | |
| Endo International (ENDPQ) | 0.5 | $1.0M | 15k | 68.67 | |
| Zillow | 0.4 | $881k | 10k | 88.10 | |
| Tesla Motors (TSLA) | 0.2 | $469k | 2.3k | 208.44 | |
| Workday Inc cl a (WDAY) | 0.2 | $457k | 5.0k | 91.40 | |
| Homeaway | 0.2 | $379k | 10k | 37.71 |
