Kemnay Advisory Services as of Dec. 31, 2014
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 40 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 9.4 | $29M | 264k | 110.38 | |
| Facebook Cl A (META) | 9.3 | $29M | 370k | 78.02 | |
| Baidu Spon Adr Rep A (BIDU) | 8.6 | $27M | 117k | 227.97 | |
| Time Warner Cable | 5.7 | $18M | 116k | 152.06 | |
| American Intl Group Com New (AIG) | 5.5 | $17M | 305k | 56.01 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 5.5 | $17M | 113k | 150.15 | |
| Valeant Pharmaceuticals Int | 5.4 | $17M | 115k | 143.11 | |
| Cheniere Energy Com New (LNG) | 5.2 | $16M | 229k | 70.40 | |
| Actavis SHS | 5.1 | $16M | 62k | 257.41 | |
| Microsoft Corporation (MSFT) | 5.1 | $16M | 337k | 46.45 | |
| Everyday Health | 3.6 | $11M | 748k | 14.75 | |
| Kraft Foods | 3.4 | $11M | 167k | 62.66 | |
| Adobe Systems Incorporated (ADBE) | 3.3 | $10M | 140k | 72.70 | |
| Johnson & Johnson (JNJ) | 3.2 | $10M | 96k | 104.57 | |
| Coca-Cola Company (KO) | 3.1 | $9.4M | 223k | 42.22 | |
| Unilever N V N Y Shs New | 2.9 | $9.0M | 231k | 39.04 | |
| Amazon (AMZN) | 2.7 | $8.2M | 26k | 310.35 | |
| Google CL C | 1.8 | $5.4M | 10k | 526.35 | |
| Google Cl A | 1.7 | $5.3M | 10k | 530.65 | |
| 1.7 | $5.2M | 146k | 35.87 | ||
| Yandex N V Shs Class A (YNDX) | 1.5 | $4.6M | 255k | 17.96 | |
| Linkedin Corp Com Cl A | 1.4 | $4.4M | 19k | 229.69 | |
| eBay (EBAY) | 1.3 | $4.0M | 71k | 56.12 | |
| Zillow Cl A | 0.9 | $2.7M | 25k | 105.88 | |
| Priceline Grp Com New | 0.7 | $2.1M | 1.9k | 1140.16 | |
| Illumina (ILMN) | 0.6 | $1.9M | 10k | 184.54 | |
| Workday Cl A (WDAY) | 0.5 | $1.6M | 20k | 81.59 | |
| Tesla Motors (TSLA) | 0.5 | $1.4M | 6.5k | 222.36 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $455k | 9.3k | 49.19 | |
| Proshares Tr Ii Ultrashort Yen N (YCS) | 0.1 | $357k | 4.0k | 89.25 | |
| Novartis A G Sponsored Adr (NVS) | 0.0 | $56k | 600.00 | 93.33 | |
| Procter & Gamble Company (PG) | 0.0 | $55k | 600.00 | 91.67 | |
| E.I. du Pont de Nemours & Company | 0.0 | $54k | 725.00 | 74.48 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $52k | 450.00 | 115.56 | |
| Colgate-Palmolive Company (CL) | 0.0 | $52k | 750.00 | 69.33 | |
| General Electric Company | 0.0 | $48k | 1.9k | 25.26 | |
| Pfizer (PFE) | 0.0 | $47k | 1.5k | 31.33 | |
| Vodafone Group Spnsr Adr No Par (VOD) | 0.0 | $44k | 1.3k | 33.85 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $41k | 6.6k | 6.21 | |
| Halyard Health | 0.0 | $3.0k | 56.00 | 53.57 |
