Kemnay Advisory Services as of Sept. 30, 2015
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 43 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 Cl A (META) | 12.1 | $16M | 178k | 89.90 | |
| Berkshire Hathaway Inc Del Cl B New (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 Inc D Cl A New | 6.4 | $8.5M | 48k | 175.84 | |
| Google CL C | 6.1 | $8.1M | 13k | 631.92 | |
| American Intl Group Com New (AIG) | 6.1 | $8.1M | 142k | 56.82 | |
| Adobe Systems Incorporated (ADBE) | 5.9 | $7.8M | 95k | 82.22 | |
| Allergan SHS | 5.8 | $7.8M | 29k | 271.83 | |
| Valeant Pharmaceuticals Int | 5.0 | $6.6M | 37k | 178.37 | |
| Cheniere Energy Com New (LNG) | 4.9 | $6.5M | 134k | 48.30 | |
| Amazon (AMZN) | 4.6 | $6.1M | 12k | 511.88 | |
| Brookfield Asset Mgmt Cl A Ltd Vt Sh | 4.5 | $6.0M | 190k | 31.44 | |
| Baidu Spon Adr Rep A (BIDU) | 4.1 | $5.5M | 40k | 137.41 | |
| Yandex N V Shs Class A (YNDX) | 1.9 | $2.5M | 233k | 10.73 | |
| Illumina (ILMN) | 1.4 | $1.8M | 10k | 175.85 | |
| Linkedin Corp Com Cl A | 1.3 | $1.7M | 8.8k | 190.11 | |
| Workday Cl A (WDAY) | 1.0 | $1.3M | 19k | 68.85 | |
| Priceline Grp Com New | 0.8 | $1.1M | 905.00 | 1236.46 | |
| Paypal Holdings (PYPL) | 0.7 | $983k | 32k | 31.05 | |
| Zillow Group Cl C Cap Stk (Z) | 0.7 | $957k | 35k | 27.57 | |
| Zayo Group Hldgs | 0.7 | $885k | 35k | 25.37 | |
| eBay (EBAY) | 0.6 | $774k | 32k | 24.45 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.3 | $450k | 9.3k | 48.65 | |
| Proshares Tr Ii Ultrashort Yen N (YCS) | 0.3 | $351k | 4.0k | 87.75 | |
| Liberty Global Lilac Shs Cl C | 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 | |
| Novartis A G Sponsored Adr (NVS) | 0.0 | $55k | 600.00 | 91.67 | |
| Coca-Cola Company (KO) | 0.0 | $50k | 1.3k | 40.00 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $49k | 450.00 | 108.89 | |
| General Electric Company | 0.0 | $48k | 1.9k | 25.26 | |
| Colgate-Palmolive Company (CL) | 0.0 | $48k | 750.00 | 64.00 | |
| Unilever N V N Y Shs New | 0.0 | $48k | 1.2k | 40.00 | |
| Johnson & Johnson (JNJ) | 0.0 | $47k | 500.00 | 94.00 | |
| Pfizer (PFE) | 0.0 | $47k | 1.5k | 31.33 | |
| Procter & Gamble Company (PG) | 0.0 | $43k | 600.00 | 71.67 | |
| Vodafone Group Spnsr Adr No Par (VOD) | 0.0 | $41k | 1.3k | 31.54 | |
| Tesla Motors (TSLA) | 0.0 | $37k | 150.00 | 246.67 | |
| E.I. du Pont de Nemours & Company | 0.0 | $35k | 725.00 | 48.28 | |
| Ambev Sa Sponsored Adr (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 |
