Kemnay Advisory Services as of Sept. 30, 2014
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 49 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 8.6 | $15M | 147k | 100.75 | |
| Facebook Cl A (META) | 6.2 | $11M | 135k | 79.04 | |
| Johnson & Johnson (JNJ) | 5.9 | $10M | 96k | 106.59 | |
| Coca-Cola Company (KO) | 5.5 | $9.5M | 223k | 42.66 | |
| Kraft Foods | 5.5 | $9.4M | 167k | 56.40 | |
| Unilever N V N Y Shs New | 5.3 | $9.2M | 231k | 39.68 | |
| IntraLinks Holdings | 5.1 | $8.8M | 1.1M | 8.10 | |
| 4.4 | $7.5M | 146k | 51.58 | ||
| Baidu Spon Adr Rep A (BIDU) | 4.2 | $7.2M | 33k | 218.22 | |
| Adobe Systems Incorporated (ADBE) | 3.8 | $6.6M | 95k | 69.19 | |
| Google CL C | 3.4 | $5.9M | 10k | 577.40 | |
| Amazon (AMZN) | 3.3 | $5.7M | 18k | 322.42 | |
| Yandex N V Shs Class A (YNDX) | 2.8 | $4.8M | 171k | 27.80 | |
| Priceline Grp Com New | 2.2 | $3.8M | 3.3k | 1158.60 | |
| Valeant Pharmaceuticals Int | 1.8 | $3.1M | 23k | 131.21 | |
| Ypf Sociedad Anonima Spon Adr Cl D (YPF) | 1.7 | $2.9M | 77k | 36.99 | |
| Bank of America Corporation (BAC) | 1.7 | $2.9M | 167k | 17.05 | |
| Cheniere Energy Com New (LNG) | 1.6 | $2.8M | 35k | 80.02 | |
| Micron Technology (MU) | 1.6 | $2.8M | 81k | 34.25 | |
| Community Health Systems (CYH) | 1.6 | $2.7M | 50k | 54.80 | |
| Linkedin Corp Com Cl A | 1.6 | $2.7M | 13k | 207.77 | |
| eBay (EBAY) | 1.6 | $2.7M | 48k | 56.62 | |
| Microsoft Corporation (MSFT) | 1.5 | $2.7M | 58k | 46.37 | |
| Wells Fargo & Company (WFC) | 1.5 | $2.6M | 51k | 51.87 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $2.6M | 19k | 138.16 | |
| American Intl Group Com New (AIG) | 1.5 | $2.6M | 47k | 54.02 | |
| Northstar Rlty Fin Corp Com New | 1.4 | $2.5M | 142k | 17.67 | |
| Twenty First Centy Fox Cl A | 1.4 | $2.5M | 72k | 34.30 | |
| Ally Financial (ALLY) | 1.4 | $2.4M | 106k | 23.14 | |
| General Motors Company (GM) | 1.4 | $2.4M | 75k | 31.94 | |
| H&R Block (HRB) | 1.4 | $2.4M | 77k | 31.01 | |
| Delta Air Lines Inc Del Com New (DAL) | 1.4 | $2.4M | 66k | 36.15 | |
| American Airls (AAL) | 1.3 | $2.3M | 64k | 35.48 | |
| Zillow Cl A | 1.2 | $2.0M | 17k | 115.97 | |
| Google Cl A | 1.1 | $2.0M | 3.4k | 588.41 | |
| Illumina (ILMN) | 0.7 | $1.1M | 7.0k | 163.86 | |
| Workday Cl A (WDAY) | 0.7 | $1.1M | 14k | 82.49 | |
| Tesla Motors (TSLA) | 0.6 | $1.1M | 4.4k | 242.73 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.3 | $484k | 9.3k | 52.32 | |
| Proshares Tr Ii Ultrashort Yen N (YCS) | 0.2 | $303k | 4.0k | 75.75 | |
| Novartis A G Sponsored Adr (NVS) | 0.0 | $56k | 600.00 | 93.33 | |
| E.I. du Pont de Nemours & Company | 0.0 | $52k | 725.00 | 71.72 | |
| Procter & Gamble Company (PG) | 0.0 | $50k | 600.00 | 83.33 | |
| General Electric Company | 0.0 | $49k | 1.9k | 25.79 | |
| Colgate-Palmolive Company (CL) | 0.0 | $49k | 750.00 | 65.33 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $48k | 450.00 | 106.67 | |
| Pfizer (PFE) | 0.0 | $44k | 1.5k | 29.33 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $43k | 6.6k | 6.52 | |
| Vodafone Group Spnsr Adr No Par (VOD) | 0.0 | $43k | 1.3k | 33.08 |
