Kemnay Advisory Services

Kemnay Advisory Services as of Sept. 30, 2018

Portfolio Holdings for Kemnay Advisory Services

Kemnay Advisory Services holds 128 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spotify Technology Sa (SPOT) 9.8 $32M 177k 180.83
Amazon (AMZN) 6.5 $21M 11k 2003.00
Alibaba Group Holding (BABA) 5.8 $19M 116k 164.76
Facebook Inc cl a (META) 5.8 $19M 116k 164.46
Microsoft Corporation (MSFT) 4.3 $14M 124k 114.37
Baidu (BIDU) 3.4 $11M 48k 228.68
Alphabet Inc Class A cs (GOOGL) 3.2 $11M 8.7k 1207.12
Altaba 2.9 $9.6M 140k 68.12
Nxp Semiconductors N V (NXPI) 2.8 $9.1M 106k 85.50
Apple (AAPL) 2.6 $8.5M 38k 225.75
Visa (V) 2.5 $8.3M 56k 150.09
Berkshire Hathaway (BRK.B) 2.5 $8.3M 39k 214.11
Alphabet Inc Class C cs (GOOG) 2.4 $7.7M 6.4k 1193.45
Micron Technology (MU) 1.9 $6.1M 134k 45.23
Adobe Systems Incorporated (ADBE) 1.9 $6.1M 23k 269.95
Ctrip.com International 1.6 $5.1M 138k 37.17
Workday Inc cl a (WDAY) 1.0 $3.3M 22k 145.97
Booking Holdings (BKNG) 1.0 $3.3M 1.6k 1984.21
Yandex Nv-a (YNDX) 1.0 $3.2M 98k 32.89
Cheniere Energy (LNG) 0.6 $1.9M 28k 69.49
IAC/InterActive 0.6 $1.9M 8.7k 216.68
NRG Energy (NRG) 0.6 $1.8M 50k 37.40
Netflix (NFLX) 0.6 $1.9M 5.0k 374.14
Ptc (PTC) 0.6 $1.9M 18k 106.22
Ferrari Nv Ord (RACE) 0.6 $1.9M 14k 136.95
Charter Communications Inc New Cl A cl a (CHTR) 0.6 $1.9M 5.7k 325.90
Vistra Energy (VST) 0.6 $1.8M 73k 24.88
Tableau Software Inc Cl A 0.5 $1.8M 16k 111.74
TransDigm Group Incorporated (TDG) 0.5 $1.7M 4.6k 372.21
Hca Holdings (HCA) 0.5 $1.7M 12k 139.08
Athene Holding Ltd Cl A 0.5 $1.7M 33k 51.66
Vici Pptys (VICI) 0.5 $1.7M 79k 21.62
CarMax (KMX) 0.5 $1.7M 22k 74.69
Aetna 0.5 $1.7M 8.2k 202.88
Alliance Data Systems Corporation (BFH) 0.5 $1.7M 7.0k 236.12
Fox News 0.5 $1.7M 36k 45.81
Sba Communications Corp (SBAC) 0.5 $1.7M 10k 160.62
Ihs Markit 0.5 $1.6M 30k 53.97
Commscope Hldg (COMM) 0.5 $1.6M 53k 30.75
Zillow Group Inc Cl C Cap Stk (Z) 0.5 $1.6M 37k 44.25
Forest City Realty Trust Inc Class A 0.5 $1.6M 65k 25.09
Stars Group 0.5 $1.5M 60k 24.89
Interactive Brokers (IBKR) 0.5 $1.5M 27k 55.32
Chipotle Mexican Grill (CMG) 0.4 $1.4M 3.1k 454.60
E TRADE Financial Corporation 0.4 $1.3M 25k 52.38
Loews Corporation (L) 0.4 $1.3M 26k 50.21
JPMorgan Chase & Co. (JPM) 0.4 $1.3M 12k 112.84
PNC Financial Services (PNC) 0.4 $1.3M 9.5k 136.16
Discover Financial Services (DFS) 0.4 $1.3M 17k 76.45
Suntrust Banks Inc $1.00 Par Cmn 0.4 $1.3M 20k 66.81
Wal-Mart Stores (WMT) 0.4 $1.3M 14k 93.94
Norfolk Southern (NSC) 0.4 $1.3M 7.2k 180.45
American Eagle Outfitters (AEO) 0.4 $1.3M 52k 24.83
Carter's (CRI) 0.4 $1.3M 13k 98.60
Union Pacific Corporation (UNP) 0.4 $1.3M 8.0k 162.85
AFLAC Incorporated (AFL) 0.4 $1.3M 28k 47.06
Best Buy (BBY) 0.4 $1.3M 17k 79.34
Verizon Communications (VZ) 0.4 $1.3M 24k 53.38
Regions Financial Corporation (RF) 0.4 $1.3M 70k 18.36
Vishay Intertechnology (VSH) 0.4 $1.3M 64k 20.34
La-Z-Boy Incorporated (LZB) 0.4 $1.3M 41k 31.59
Kroger (KR) 0.4 $1.3M 45k 29.11
MSC Industrial Direct (MSM) 0.4 $1.3M 15k 88.13
Avnet (AVT) 0.4 $1.3M 29k 44.78
BB&T Corporation 0.4 $1.3M 27k 48.55
Macy's (M) 0.4 $1.3M 38k 34.72
Target Corporation (TGT) 0.4 $1.3M 15k 88.22
UnitedHealth (UNH) 0.4 $1.3M 4.9k 266.10
Gap (GPS) 0.4 $1.3M 45k 28.86
Exelon Corporation (EXC) 0.4 $1.3M 30k 43.65
Public Service Enterprise (PEG) 0.4 $1.3M 25k 52.78
TCF Financial Corporation 0.4 $1.3M 55k 23.81
Aaron's 0.4 $1.3M 24k 54.48
Delta Air Lines (DAL) 0.4 $1.3M 23k 57.85
Humana (HUM) 0.4 $1.3M 3.9k 338.52
Key (KEY) 0.4 $1.3M 65k 19.88
Assured Guaranty (AGO) 0.4 $1.3M 31k 42.22
Steven Madden (SHOO) 0.4 $1.3M 25k 52.90
Skechers USA (SKX) 0.4 $1.3M 47k 27.93
Deckers Outdoor Corporation (DECK) 0.4 $1.3M 11k 118.59
Molina Healthcare (MOH) 0.4 $1.3M 8.7k 148.69
Gentex Corporation (GNTX) 0.4 $1.3M 61k 21.46
Flowers Foods (FLO) 0.4 $1.3M 70k 18.66
Mednax (MD) 0.4 $1.3M 28k 46.66
Dollar General (DG) 0.4 $1.3M 12k 109.33
Hldgs (UAL) 0.4 $1.3M 15k 89.04
Industries N shs - a - (LYB) 0.4 $1.3M 13k 102.49
Bankunited (BKU) 0.4 $1.3M 37k 35.39
Spirit Airlines (SAVE) 0.4 $1.3M 28k 46.96
Hollyfrontier Corp 0.4 $1.3M 19k 69.90
Michael Kors Holdings 0.4 $1.3M 19k 68.57
Bloomin Brands (BLMN) 0.4 $1.3M 66k 19.80
Cdw (CDW) 0.4 $1.3M 15k 88.93
Voya Financial (VOYA) 0.4 $1.3M 26k 49.67
Anthem (ELV) 0.4 $1.3M 4.8k 274.12
Fifth Third Ban (FITB) 0.4 $1.3M 46k 27.92
Pbf Energy Inc cl a (PBF) 0.4 $1.3M 26k 49.92
Intel Corporation (INTC) 0.4 $1.2M 26k 47.30
Kellogg Company (K) 0.4 $1.2M 18k 69.99
Marathon Petroleum Corp (MPC) 0.4 $1.3M 16k 79.97
Hawaiian Holdings (HA) 0.3 $961k 24k 40.08
JetBlue Airways Corporation (JBLU) 0.2 $778k 40k 19.35
Valero Energy Corporation (VLO) 0.2 $775k 6.8k 113.69
Umpqua Holdings Corporation 0.2 $779k 37k 20.81
L Brands 0.2 $782k 26k 30.28
WisdomTree Japan Total Dividend (DXJ) 0.2 $536k 9.3k 57.95
Proshares Tr Ii Ultrashort Ye etf (YCS) 0.1 $313k 4.0k 78.25
Paypal Holdings (PYPL) 0.0 $116k 1.3k 87.55
American International (AIG) 0.0 $91k 1.7k 53.53
Coca-Cola Company (KO) 0.0 $58k 1.3k 46.40
Johnson & Johnson (JNJ) 0.0 $69k 500.00 138.00
Pfizer (PFE) 0.0 $66k 1.5k 44.00
Kimberly-Clark Corporation (KMB) 0.0 $51k 450.00 113.33
Novartis (NVS) 0.0 $52k 600.00 86.67
Colgate-Palmolive Company (CL) 0.0 $50k 750.00 66.67
Procter & Gamble Company (PG) 0.0 $50k 600.00 83.33
Unilever 0.0 $67k 1.2k 55.83
Allergan 0.0 $72k 380.00 189.47
Dowdupont 0.0 $60k 929.00 64.59
General Electric Company 0.0 $21k 1.9k 11.05
eBay (EBAY) 0.0 $44k 1.3k 33.21
Tesla Motors (TSLA) 0.0 $40k 150.00 266.67
Ambev Sa- (ABEV) 0.0 $30k 6.6k 4.55
Vodafone Group New Adr F (VOD) 0.0 $28k 1.3k 21.54
Zillow Group Inc Cl A (ZG) 0.0 $38k 850.00 44.71
Bausch Health Companies (BHC) 0.0 $18k 690.00 26.09
Chemours (CC) 0.0 $6.0k 145.00 41.38
Halyard Health (AVNS) 0.0 $4.0k 56.00 71.43