Kemnay Advisory Services as of June 30, 2014
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 50 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Unilever | 7.3 | $20M | 459k | 43.76 | |
| Johnson & Johnson (JNJ) | 7.2 | $20M | 189k | 104.62 | |
| Kraft Foods | 6.9 | $19M | 318k | 59.95 | |
| Coca-Cola Company (KO) | 6.7 | $18M | 435k | 42.36 | |
| Apple (AAPL) | 5.3 | $15M | 156k | 92.93 | |
| 4.8 | $13M | 324k | 40.97 | ||
| IntraLinks Holdings | 3.5 | $9.6M | 1.1M | 8.89 | |
| Facebook Inc cl a (META) | 3.5 | $9.6M | 143k | 67.29 | |
| Kimberly-Clark Corporation (KMB) | 3.3 | $9.1M | 82k | 111.22 | |
| General Electric Company | 3.2 | $8.7M | 331k | 26.28 | |
| E.I. du Pont de Nemours & Company | 3.1 | $8.6M | 132k | 65.44 | |
| Pepsi (PEP) | 3.1 | $8.5M | 95k | 89.34 | |
| Pfizer (PFE) | 3.0 | $8.1M | 275k | 29.68 | |
| Ambev Sa- (ABEV) | 2.8 | $7.6M | 1.1M | 7.04 | |
| Adobe Systems Incorporated (ADBE) | 2.5 | $6.9M | 95k | 72.36 | |
| Google Inc Class C | 2.4 | $6.5M | 11k | 575.31 | |
| Baidu (BIDU) | 2.2 | $6.1M | 33k | 186.81 | |
| Yandex Nv-a (YNDX) | 2.2 | $6.1M | 171k | 35.64 | |
| Amazon (AMZN) | 2.1 | $5.8M | 18k | 324.78 | |
| Vodafone Group New Adr F (VOD) | 1.6 | $4.3M | 129k | 33.39 | |
| priceline.com Incorporated | 1.5 | $4.1M | 3.4k | 1202.88 | |
| 1.5 | $4.0M | 6.9k | 584.69 | ||
| Cheniere Energy (LNG) | 1.1 | $3.1M | 43k | 71.71 | |
| Verizon Communications (VZ) | 1.1 | $3.0M | 62k | 48.93 | |
| Community Health Systems (CYH) | 1.1 | $2.9M | 64k | 45.36 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 1.0 | $2.8M | 15k | 187.76 | |
| American Airls (AAL) | 1.0 | $2.8M | 65k | 42.95 | |
| General Motors Company (GM) | 1.0 | $2.7M | 75k | 36.30 | |
| Visteon Corporation (VC) | 1.0 | $2.7M | 27k | 97.03 | |
| Wells Fargo & Company (WFC) | 1.0 | $2.7M | 50k | 52.56 | |
| Bank of America Corporation (BAC) | 0.9 | $2.6M | 171k | 15.37 | |
| Microsoft Corporation (MSFT) | 0.9 | $2.6M | 63k | 41.69 | |
| Twenty-first Century Fox | 0.9 | $2.6M | 73k | 35.16 | |
| Delta Air Lines (DAL) | 0.9 | $2.5M | 65k | 38.72 | |
| American International (AIG) | 0.9 | $2.5M | 47k | 54.59 | |
| Berkshire Hathaway (BRK.B) | 0.9 | $2.5M | 20k | 126.55 | |
| Zillow | 0.9 | $2.5M | 17k | 142.94 | |
| Oracle Corporation (ORCL) | 0.9 | $2.4M | 60k | 40.53 | |
| eBay (EBAY) | 0.9 | $2.4M | 48k | 50.06 | |
| Valeant Pharmaceuticals Int | 0.9 | $2.4M | 19k | 126.11 | |
| Endo International (ENDPQ) | 0.9 | $2.4M | 34k | 70.02 | |
| Linkedin Corp | 0.8 | $2.3M | 13k | 171.50 | |
| Illumina (ILMN) | 0.5 | $1.2M | 7.0k | 178.57 | |
| Workday Inc cl a (WDAY) | 0.5 | $1.2M | 14k | 89.89 | |
| Tesla Motors (TSLA) | 0.4 | $1.1M | 4.4k | 240.00 | |
| WisdomTree Japan Total Dividend (DXJ) | 0.2 | $457k | 9.3k | 49.41 | |
| Proshares Tr Ii Ultrashort Ye etf (YCS) | 0.1 | $260k | 4.0k | 65.00 | |
| Novartis (NVS) | 0.0 | $54k | 600.00 | 90.00 | |
| Colgate-Palmolive Company (CL) | 0.0 | $51k | 750.00 | 68.00 | |
| Procter & Gamble Company (PG) | 0.0 | $47k | 600.00 | 78.33 |
