Kemnay Advisory Services as of June 30, 2015
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 41 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Cl A (META) | 11.6 | $16M | 182k | 85.76 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 9.8 | $13M | 97k | 136.11 | |
| Baidu Spon Adr Rep A (BIDU) | 5.9 | $7.9M | 40k | 199.07 | |
| Adobe Systems Incorporated (ADBE) | 5.8 | $7.7M | 95k | 81.01 | |
| American Intl Group Com New (AIG) | 5.6 | $7.5M | 121k | 61.82 | |
| Allergan SHS | 5.5 | $7.3M | 24k | 303.47 | |
| Liberty Global SHS CL C | 5.4 | $7.2M | 142k | 50.63 | |
| Directv | 5.3 | $7.1M | 77k | 92.79 | |
| Valeant Pharmaceuticals Int | 5.3 | $7.1M | 32k | 222.16 | |
| Apple (AAPL) | 5.2 | $6.9M | 55k | 125.42 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 5.0 | $6.6M | 190k | 34.93 | |
| Air Products & Chemicals (APD) | 4.9 | $6.5M | 48k | 136.83 | |
| Cheniere Energy Com New (LNG) | 4.8 | $6.4M | 93k | 69.26 | |
| Google Cl A | 4.1 | $5.4M | 10k | 540.09 | |
| Amazon (AMZN) | 3.9 | $5.2M | 12k | 434.07 | |
| Yandex N V Shs Class A (YNDX) | 2.7 | $3.6M | 233k | 15.22 | |
| Illumina (ILMN) | 1.7 | $2.3M | 10k | 218.36 | |
| eBay (EBAY) | 1.4 | $1.9M | 32k | 60.24 | |
| Linkedin Corp Com Cl A | 1.4 | $1.8M | 8.8k | 206.59 | |
| Google CL C | 1.1 | $1.4M | 2.8k | 520.56 | |
| Workday Cl A (WDAY) | 1.1 | $1.4M | 19k | 76.41 | |
| Priceline Grp Com New | 0.8 | $1.0M | 905.00 | 1151.38 | |
| Zillow Group Cl A (ZG) | 0.8 | $1.0M | 12k | 86.78 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.4 | $529k | 9.3k | 57.19 | |
| Proshares Tr Ii Ultrashort Yen N (YCS) | 0.3 | $369k | 4.0k | 92.25 | |
| Time Warner Cable | 0.1 | $114k | 640.00 | 178.12 | |
| Microsoft Corporation (MSFT) | 0.1 | $93k | 2.1k | 44.29 | |
| Novartis A G Sponsored Adr (NVS) | 0.0 | $59k | 600.00 | 98.33 | |
| Unilever N V N Y Shs New | 0.0 | $50k | 1.2k | 41.67 | |
| General Electric Company | 0.0 | $50k | 1.9k | 26.32 | |
| Pfizer (PFE) | 0.0 | $50k | 1.5k | 33.33 | |
| Coca-Cola Company (KO) | 0.0 | $49k | 1.3k | 39.20 | |
| Johnson & Johnson (JNJ) | 0.0 | $49k | 500.00 | 98.00 | |
| Colgate-Palmolive Company (CL) | 0.0 | $49k | 750.00 | 65.33 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $48k | 450.00 | 106.67 | |
| Procter & Gamble Company (PG) | 0.0 | $47k | 600.00 | 78.33 | |
| Vodafone Group Spnsr Adr No Par (VOD) | 0.0 | $47k | 1.3k | 36.15 | |
| E.I. du Pont de Nemours & Company | 0.0 | $46k | 725.00 | 63.45 | |
| Tesla Motors (TSLA) | 0.0 | $40k | 150.00 | 266.67 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $40k | 6.6k | 6.06 | |
| Halyard Health | 0.0 | $2.0k | 56.00 | 35.71 |
