Kemnay Advisory Services as of June 30, 2019
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 76 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 9.2 | $38M | 280k | 133.96 | |
| Amazon (AMZN) | 9.0 | $37M | 19k | 1893.61 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 8.3 | $34M | 199k | 169.45 | |
| Spotify Technology S A SHS (SPOT) | 6.3 | $26M | 177k | 146.22 | |
| Charter Communications Inc N Cl A (CHTR) | 5.4 | $22M | 56k | 395.18 | |
| Altaba | 5.1 | $21M | 301k | 69.37 | |
| Facebook Cl A (META) | 4.6 | $19M | 98k | 193.00 | |
| Visa Com Cl A (V) | 4.6 | $19M | 108k | 173.55 | |
| Apple (AAPL) | 4.6 | $19M | 95k | 197.92 | |
| Mastercard Cl A (MA) | 4.6 | $19M | 70k | 264.53 | |
| Servicenow (NOW) | 4.1 | $17M | 60k | 274.56 | |
| Adobe Systems Incorporated (ADBE) | 4.0 | $17M | 56k | 294.64 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.0 | $16M | 15k | 1080.92 | |
| Workday Cl A (WDAY) | 3.7 | $15M | 74k | 205.59 | |
| salesforce (CRM) | 3.3 | $13M | 89k | 151.73 | |
| Baidu Spon Adr Rep A (BIDU) | 2.6 | $11M | 90k | 117.36 | |
| Micron Technology (MU) | 1.7 | $7.0M | 182k | 38.59 | |
| Yandex N V Shs Class A (YNDX) | 1.0 | $4.2M | 109k | 38.00 | |
| Hldgs (UAL) | 0.9 | $3.6M | 41k | 87.54 | |
| TransDigm Group Incorporated (TDG) | 0.9 | $3.5M | 7.3k | 483.80 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.9 | $3.5M | 33k | 104.21 | |
| Nexstar Media Group Cl A (NXST) | 0.8 | $3.2M | 32k | 100.99 | |
| Stars Group | 0.8 | $3.2M | 187k | 17.07 | |
| Godaddy Cl A (GDDY) | 0.8 | $3.1M | 45k | 70.16 | |
| Vistra Energy (VST) | 0.8 | $3.1M | 136k | 22.64 | |
| PG&E Corporation (PCG) | 0.7 | $2.7M | 116k | 22.92 | |
| Sea Sponsored Ads (SE) | 0.6 | $2.5M | 76k | 33.22 | |
| Ferrari Nv Ord (RACE) | 0.6 | $2.3M | 14k | 161.43 | |
| Berry Plastics (BERY) | 0.5 | $2.2M | 42k | 52.60 | |
| Aon Shs Cl A | 0.5 | $2.2M | 11k | 192.98 | |
| Netflix (NFLX) | 0.5 | $2.1M | 5.6k | 367.30 | |
| Athene Hldg Cl A | 0.5 | $2.0M | 47k | 43.05 | |
| Liberty Media Corp Delaware Com Ser C Frmla | 0.5 | $2.0M | 53k | 37.40 | |
| IAC/InterActive | 0.4 | $1.8M | 8.4k | 217.57 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.5M | 7.2k | 213.18 | |
| Willis Towers Watson Pub SHS (WTW) | 0.4 | $1.5M | 7.6k | 191.56 | |
| Wix SHS (WIX) | 0.3 | $1.4M | 9.8k | 142.08 | |
| Crown Holdings (CCK) | 0.3 | $1.4M | 22k | 61.08 | |
| Altice Usa Cl A (ATUS) | 0.3 | $1.3M | 55k | 24.34 | |
| GDS HLDGS Sponsored Ads (GDS) | 0.3 | $1.3M | 36k | 37.56 | |
| Pegasystems (PEGA) | 0.3 | $1.3M | 19k | 71.23 | |
| LKQ Corporation (LKQ) | 0.3 | $1.3M | 49k | 26.61 | |
| ViaSat (VSAT) | 0.3 | $1.2M | 15k | 80.84 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $450k | 9.3k | 48.65 | |
| Proshares Tr Ii Ultrashort Yen N (YCS) | 0.1 | $294k | 4.0k | 73.50 | |
| Paypal Holdings (PYPL) | 0.0 | $152k | 1.3k | 114.72 | |
| Cheniere Energy Com New (LNG) | 0.0 | $96k | 1.4k | 68.57 | |
| American Intl Group Com New (AIG) | 0.0 | $91k | 1.7k | 53.53 | |
| Zillow Group Cl C Cap Stk (Z) | 0.0 | $79k | 1.7k | 46.47 | |
| Unilever N V N Y Shs New | 0.0 | $73k | 1.2k | 60.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $70k | 65.00 | 1076.92 | |
| Johnson & Johnson (JNJ) | 0.0 | $70k | 500.00 | 140.00 | |
| Procter & Gamble Company (PG) | 0.0 | $66k | 600.00 | 110.00 | |
| Pfizer (PFE) | 0.0 | $65k | 1.5k | 43.33 | |
| Allergan SHS | 0.0 | $64k | 380.00 | 168.42 | |
| Coca-Cola Company (KO) | 0.0 | $64k | 1.3k | 51.20 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $60k | 450.00 | 133.33 | |
| Novartis A G Sponsored Adr (NVS) | 0.0 | $55k | 600.00 | 91.67 | |
| Colgate-Palmolive Company (CL) | 0.0 | $54k | 750.00 | 72.00 | |
| eBay (EBAY) | 0.0 | $52k | 1.3k | 39.25 | |
| Avalara | 0.0 | $52k | 717.00 | 72.52 | |
| Zillow Group Cl A (ZG) | 0.0 | $39k | 850.00 | 45.88 | |
| Tesla Motors (TSLA) | 0.0 | $34k | 150.00 | 226.67 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $31k | 6.6k | 4.70 | |
| Dupont De Nemours (DD) | 0.0 | $23k | 309.00 | 74.43 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $21k | 1.3k | 16.15 | |
| General Electric Company | 0.0 | $20k | 1.9k | 10.53 | |
| Bausch Health Companies (BHC) | 0.0 | $17k | 690.00 | 24.64 | |
| Dow (DOW) | 0.0 | $15k | 309.00 | 48.54 | |
| Corteva (CTVA) | 0.0 | $9.0k | 309.00 | 29.13 | |
| Alcon Ord Shs (ALC) | 0.0 | $7.0k | 120.00 | 58.33 | |
| Atlantica Yield SHS (AY) | 0.0 | $5.0k | 207.00 | 24.15 | |
| Chemours (CC) | 0.0 | $3.0k | 145.00 | 20.69 | |
| Terraform Pwr Com Cl A | 0.0 | $3.0k | 186.00 | 16.13 | |
| Halyard Health (AVNS) | 0.0 | $2.0k | 56.00 | 35.71 | |
| Wabtec Corporation (WAB) | 0.0 | $1.0k | 10.00 | 100.00 |
