Kemnay Advisory Services

Kemnay Advisory Services as of Dec. 31, 2018

Portfolio Holdings for Kemnay Advisory Services

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spotify Technology Sa (SPOT) 7.5 $20M 177k 113.50
Amazon (AMZN) 6.1 $16M 11k 1501.94
Alibaba Group Holding (BABA) 5.7 $15M 110k 137.07
Microsoft Corporation (MSFT) 5.6 $15M 147k 101.57
Workday Inc cl a (WDAY) 3.7 $9.9M 62k 159.68
salesforce (CRM) 3.3 $8.9M 65k 136.97
Servicenow (NOW) 3.3 $8.8M 50k 178.05
Adobe Systems Incorporated (ADBE) 3.1 $8.3M 37k 226.25
Charter Communications Inc New Cl A cl a (CHTR) 3.0 $8.0M 28k 284.96
Altaba 3.0 $8.0M 138k 57.94
Alphabet Inc Class C cs (GOOG) 2.7 $7.2M 6.9k 1035.59
Baidu (BIDU) 2.7 $7.1M 45k 158.60
Berkshire Hathaway (BRK.B) 2.6 $7.0M 34k 204.19
Facebook Inc cl a (META) 2.6 $6.9M 53k 131.09
Visa (V) 2.5 $6.8M 51k 131.94
Apple (AAPL) 2.3 $6.1M 39k 157.75
Micron Technology (MU) 1.4 $3.7M 115k 31.73
Yandex Nv-a (NBIS) 0.9 $2.5M 90k 27.35
Hldgs (UAL) 0.9 $2.5M 29k 83.74
Comcast Corporation (CMCSA) 0.9 $2.4M 71k 34.06
Cheniere Energy (LNG) 0.6 $1.6M 27k 59.19
Interactive Brokers (IBKR) 0.6 $1.6M 29k 54.65
Tableau Software Inc Cl A 0.6 $1.6M 13k 120.03
NRG Energy (NRG) 0.6 $1.6M 39k 39.61
Fox News 0.6 $1.5M 32k 47.79
IAC/InterActive 0.6 $1.5M 8.4k 183.06
TransDigm Group Incorporated (TDG) 0.6 $1.5M 4.5k 340.04
Vistra Energy (VST) 0.6 $1.5M 66k 22.89
FirstEnergy (FE) 0.6 $1.5M 40k 37.56
Ball Corporation (BALL) 0.5 $1.4M 31k 45.97
Hca Holdings (HCA) 0.5 $1.4M 11k 124.41
Booking Holdings (BKNG) 0.5 $1.4M 809.00 1721.88
Ferrari Nv Ord (RACE) 0.5 $1.4M 14k 99.46
Athene Holding Ltd Cl A 0.5 $1.4M 34k 39.82
Nxp Semiconductors N V (NXPI) 0.5 $1.3M 18k 73.27
Spirit AeroSystems Holdings (SPR) 0.5 $1.3M 18k 72.10
Liberty Global Inc C 0.5 $1.3M 63k 20.65
Dell Technologies (DELL) 0.5 $1.3M 26k 48.87
Foot Locker 0.5 $1.2M 23k 53.21
Aercap Holdings Nv Ord Cmn (AER) 0.4 $1.2M 30k 39.60
American Eagle Outfitters (AEO) 0.4 $1.2M 61k 19.34
Kohl's Corporation (KSS) 0.4 $1.2M 18k 66.34
La-Z-Boy Incorporated (LZB) 0.4 $1.2M 42k 27.72
Target Corporation (TGT) 0.4 $1.2M 18k 66.12
Alliance Data Systems Corporation (BFH) 0.4 $1.2M 7.7k 150.03
AFLAC Incorporated (AFL) 0.4 $1.1M 25k 45.54
Best Buy (BBY) 0.4 $1.1M 22k 52.98
Regions Financial Corporation (RF) 0.4 $1.1M 86k 13.39
Waddell & Reed Financial 0.4 $1.2M 64k 18.07
Fifth Third Ban (FITB) 0.4 $1.1M 48k 23.54
Assured Guaranty (AGO) 0.4 $1.1M 30k 38.27
E TRADE Financial Corporation 0.4 $1.1M 26k 43.87
Loews Corporation (L) 0.4 $1.1M 25k 45.52
PNC Financial Services (PNC) 0.4 $1.1M 9.7k 116.89
Discover Financial Services 0.4 $1.1M 19k 58.96
Suntrust Banks Inc $1.00 Par Cmn 0.4 $1.1M 22k 50.46
Norfolk Southern (NSC) 0.4 $1.1M 7.5k 149.54
Steelcase (SCS) 0.4 $1.1M 76k 14.84
Union Pacific Corporation (UNP) 0.4 $1.1M 8.1k 138.21
Verizon Communications (VZ) 0.4 $1.1M 20k 56.20
MSC Industrial Direct (MSM) 0.4 $1.1M 14k 76.91
Robert Half International (RHI) 0.4 $1.1M 20k 57.21
TCF Financial Corporation 0.4 $1.1M 57k 19.49
Humana (HUM) 0.4 $1.1M 3.9k 286.49
Key (KEY) 0.4 $1.1M 77k 14.77
DSW 0.4 $1.1M 46k 24.71
Genesee & Wyoming 0.4 $1.1M 15k 74.03
Ralph Lauren Corp (RL) 0.4 $1.1M 11k 103.49
Allison Transmission Hldngs I (ALSN) 0.4 $1.1M 26k 43.91
Popular (BPOP) 0.4 $1.1M 24k 47.22
Pbf Energy Inc cl a (PBF) 0.4 $1.1M 34k 32.66
Voya Financial (VOYA) 0.4 $1.1M 28k 40.14
Anthem (ELV) 0.4 $1.1M 4.3k 262.68
Cit 0.4 $1.1M 29k 38.26
JPMorgan Chase & Co. (JPM) 0.4 $1.1M 11k 97.61
CSX Corporation (CSX) 0.4 $1.1M 18k 62.14
Callaway Golf Company (MODG) 0.4 $1.1M 72k 15.29
Avnet (AVT) 0.4 $1.1M 30k 36.11
Macy's (M) 0.4 $1.1M 36k 29.79
Exelon Corporation (EXC) 0.4 $1.1M 24k 45.08
Aaron's 0.4 $1.1M 26k 42.03
Molina Healthcare (MOH) 0.4 $1.1M 9.4k 116.17
Hollyfrontier Corp 0.4 $1.1M 21k 51.13
Telephone And Data Systems (TDS) 0.4 $1.1M 33k 32.54
Hp (HPQ) 0.4 $1.1M 54k 20.47
Bofi Holding (AX) 0.4 $1.1M 43k 25.17
Via 0.4 $1.1M 41k 25.71
Archer Daniels Midland Company (ADM) 0.4 $1.1M 26k 40.96
Interpublic Group of Companies (IPG) 0.4 $1.1M 52k 20.64
Kroger (KR) 0.4 $1.1M 39k 27.50
Sinclair Broadcast 0.4 $1.1M 40k 26.34
Delta Air Lines (DAL) 0.4 $1.1M 21k 49.89
Cdw (CDW) 0.4 $1.1M 13k 81.09
Hawaiian Holdings 0.4 $1.1M 40k 26.40
American Equity Investment Life Holding 0.3 $899k 32k 27.93
Spirit Airlines 0.3 $817k 14k 57.89
Cigna Corp (CI) 0.3 $725k 3.8k 189.89
Deckers Outdoor Corporation (DECK) 0.3 $689k 5.4k 127.90
Dollar General (DG) 0.3 $694k 6.4k 108.08
Booz Allen Hamilton Holding Corporation (BAH) 0.3 $681k 15k 45.05
Bankunited (BKU) 0.3 $695k 23k 29.96
United Technologies Corporation 0.2 $460k 4.3k 106.48
WisdomTree Japan Total Dividend (DXJ) 0.2 $429k 9.3k 46.38
CVS Caremark Corporation (CVS) 0.1 $401k 6.1k 65.57
Proshares Tr Ii Ultrashort Ye etf (YCS) 0.1 $295k 4.0k 73.75
Paypal Holdings (PYPL) 0.0 $111k 1.3k 83.77
American International (AIG) 0.0 $67k 1.7k 39.41
Alphabet Inc Class A cs (GOOGL) 0.0 $68k 65.00 1046.15
Coca-Cola Company (KO) 0.0 $59k 1.3k 47.20
Johnson & Johnson (JNJ) 0.0 $65k 500.00 130.00
Pfizer (PFE) 0.0 $65k 1.5k 43.33
Kimberly-Clark Corporation (KMB) 0.0 $51k 450.00 113.33
Novartis (NVS) 0.0 $51k 600.00 85.00
Colgate-Palmolive Company (CL) 0.0 $45k 750.00 60.00
Procter & Gamble Company (PG) 0.0 $55k 600.00 91.67
Unilever 0.0 $65k 1.2k 54.17
Tesla Motors (TSLA) 0.0 $50k 150.00 333.33
Allergan 0.0 $51k 380.00 134.21
Zillow Group Inc Cl C Cap Stk (Z) 0.0 $54k 1.7k 31.76
Dowdupont 0.0 $50k 929.00 53.82
General Electric Company 0.0 $14k 1.9k 7.37
eBay (EBAY) 0.0 $37k 1.3k 27.92
Ambev Sa- (ABEV) 0.0 $26k 6.6k 3.94
Vodafone Group New Adr F (VOD) 0.0 $25k 1.3k 19.23
Zillow Group Inc Cl A (ZG) 0.0 $27k 850.00 31.76
Chemours (CC) 0.0 $4.0k 145.00 27.59
Halyard Health (AVNS) 0.0 $3.0k 56.00 53.57
Bausch Health Companies (BHC) 0.0 $13k 690.00 18.84