Kemnay Advisory Services as of March 31, 2015
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 40 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 12.2 | $22M | 172k | 124.43 | |
| Kraft Foods | 8.3 | $15M | 167k | 87.12 | |
| Facebook Cl A (META) | 7.8 | $14M | 165k | 82.22 | |
| Actavis SHS | 5.9 | $10M | 35k | 297.61 | |
| Valeant Pharmaceuticals Int | 5.8 | $10M | 51k | 198.62 | |
| Unilever N V N Y Shs New | 5.5 | $9.7M | 231k | 41.76 | |
| Johnson & Johnson (JNJ) | 5.5 | $9.7M | 96k | 100.60 | |
| Everyday Health | 5.4 | $9.5M | 736k | 12.86 | |
| Coca-Cola Company (KO) | 5.2 | $9.0M | 223k | 40.55 | |
| Baidu Spon Adr Rep A (BIDU) | 4.7 | $8.3M | 40k | 208.40 | |
| Adobe Systems Incorporated (ADBE) | 4.0 | $7.0M | 95k | 73.94 | |
| American Intl Group Com New (AIG) | 3.9 | $6.9M | 126k | 54.79 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.7 | $6.5M | 45k | 144.32 | |
| Delta Air Lines Inc Del Com New (DAL) | 3.5 | $6.1M | 137k | 44.96 | |
| Microsoft Corporation (MSFT) | 3.5 | $6.1M | 150k | 40.65 | |
| Google Cl A | 3.2 | $5.6M | 10k | 554.69 | |
| Amazon (AMZN) | 2.5 | $4.4M | 12k | 372.14 | |
| Yandex N V Shs Class A (YNDX) | 2.0 | $3.5M | 233k | 15.17 | |
| Linkedin Corp Com Cl A | 1.3 | $2.2M | 8.8k | 249.89 | |
| Illumina (ILMN) | 1.1 | $1.9M | 10k | 185.60 | |
| eBay (EBAY) | 1.0 | $1.8M | 32k | 57.68 | |
| Workday Cl A (WDAY) | 0.9 | $1.6M | 19k | 84.40 | |
| Google CL C | 0.9 | $1.5M | 2.8k | 547.92 | |
| Zillow Cl A | 0.7 | $1.2M | 12k | 100.26 | |
| Priceline Grp Com New | 0.6 | $1.1M | 905.00 | 1164.64 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.3 | $510k | 9.3k | 55.14 | |
| Proshares Tr Ii Ultrashort Yen N (YCS) | 0.2 | $356k | 4.0k | 89.00 | |
| Cheniere Energy Com New (LNG) | 0.1 | $108k | 1.4k | 77.14 | |
| Time Warner Cable | 0.1 | $96k | 640.00 | 150.00 | |
| Novartis A G Sponsored Adr (NVS) | 0.0 | $59k | 600.00 | 98.33 | |
| Pfizer (PFE) | 0.0 | $52k | 1.5k | 34.67 | |
| Colgate-Palmolive Company (CL) | 0.0 | $52k | 750.00 | 69.33 | |
| E.I. du Pont de Nemours & Company | 0.0 | $52k | 725.00 | 71.72 | |
| Procter & Gamble Company (PG) | 0.0 | $49k | 600.00 | 81.67 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $48k | 450.00 | 106.67 | |
| General Electric Company | 0.0 | $47k | 1.9k | 24.74 | |
| Vodafone Group Spnsr Adr No Par (VOD) | 0.0 | $42k | 1.3k | 32.31 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $38k | 6.6k | 5.76 | |
| Tesla Motors (TSLA) | 0.0 | $28k | 150.00 | 186.67 | |
| Halyard Health | 0.0 | $3.0k | 56.00 | 53.57 |
