Kemnay Advisory Services as of Sept. 30, 2015
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 45 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Facebook Inc cl a (META) | 12.1 | $16M | 178k | 89.90 | |
| Berkshire Hathaway (BRK.B) | 11.0 | $15M | 112k | 130.40 | |
| Time Warner Cable | 6.5 | $8.6M | 48k | 179.38 | |
| Apple (AAPL) | 6.5 | $8.6M | 78k | 110.30 | |
| Charter Communications | 6.4 | $8.5M | 48k | 175.84 | |
| American International (AIG) | 6.1 | $8.1M | 142k | 56.82 | |
| Adobe Systems Incorporated (ADBE) | 5.9 | $7.8M | 95k | 82.22 | |
| Allergan | 5.8 | $7.8M | 29k | 271.83 | |
| Valeant Pharmaceuticals Int | 5.0 | $6.6M | 37k | 178.37 | |
| Cheniere Energy (LNG) | 4.9 | $6.5M | 134k | 48.30 | |
| 4.8 | $6.4M | 10k | 638.35 | ||
| Amazon (AMZN) | 4.6 | $6.1M | 12k | 511.88 | |
| Brookfield Asset Management | 4.5 | $6.0M | 190k | 31.44 | |
| Baidu (BIDU) | 4.1 | $5.5M | 40k | 137.41 | |
| Yandex Nv-a (YNDX) | 1.9 | $2.5M | 233k | 10.73 | |
| Illumina (ILMN) | 1.4 | $1.8M | 10k | 175.85 | |
| Google Inc Class C | 1.3 | $1.7M | 2.8k | 608.59 | |
| Linkedin Corp | 1.3 | $1.7M | 8.8k | 190.11 | |
| Workday Inc cl a (WDAY) | 1.0 | $1.3M | 19k | 68.85 | |
| priceline.com Incorporated | 0.8 | $1.1M | 905.00 | 1236.46 | |
| Paypal Holdings (PYPL) | 0.7 | $983k | 32k | 31.05 | |
| Zayo Group Hldgs | 0.7 | $885k | 35k | 25.37 | |
| eBay (EBAY) | 0.6 | $774k | 32k | 24.45 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 0.5 | $625k | 23k | 27.01 | |
| WisdomTree Japan Total Dividend (DXJ) | 0.3 | $450k | 9.3k | 48.65 | |
| Proshares Tr Ii Ultrashort Ye etf (YCS) | 0.3 | $351k | 4.0k | 87.75 | |
| Zillow Group Inc Cl A (ZG) | 0.2 | $332k | 12k | 28.69 | |
| Liberty Global | 0.2 | $243k | 7.1k | 34.26 | |
| Vitae Pharmaceuticals | 0.1 | $107k | 9.7k | 10.99 | |
| Microsoft Corporation (MSFT) | 0.1 | $93k | 2.1k | 44.29 | |
| Coca-Cola Company (KO) | 0.0 | $50k | 1.3k | 40.00 | |
| Johnson & Johnson (JNJ) | 0.0 | $47k | 500.00 | 94.00 | |
| Pfizer (PFE) | 0.0 | $47k | 1.5k | 31.33 | |
| General Electric Company | 0.0 | $48k | 1.9k | 25.26 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $49k | 450.00 | 108.89 | |
| Novartis (NVS) | 0.0 | $55k | 600.00 | 91.67 | |
| Colgate-Palmolive Company (CL) | 0.0 | $48k | 750.00 | 64.00 | |
| Unilever | 0.0 | $48k | 1.2k | 40.00 | |
| E.I. du Pont de Nemours & Company | 0.0 | $35k | 725.00 | 48.28 | |
| Procter & Gamble Company (PG) | 0.0 | $43k | 600.00 | 71.67 | |
| Tesla Motors (TSLA) | 0.0 | $37k | 150.00 | 246.67 | |
| Vodafone Group New Adr F (VOD) | 0.0 | $41k | 1.3k | 31.54 | |
| Ambev Sa- (ABEV) | 0.0 | $32k | 6.6k | 4.85 | |
| Halyard Health | 0.0 | $2.0k | 56.00 | 35.71 | |
| Chemours (CC) | 0.0 | $1.0k | 145.00 | 6.90 |
