Kemnay Advisory Services as of Sept. 30, 2019
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 87 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.0 | $39M | 281k | 139.03 | |
| Amazon (AMZN) | 9.0 | $35M | 20k | 1735.93 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 8.6 | $33M | 200k | 167.23 | |
| Charter Communications Inc N Cl A (CHTR) | 5.6 | $22M | 53k | 412.12 | |
| Spotify Technology S A SHS (SPOT) | 5.2 | $20M | 177k | 114.00 | |
| Facebook Cl A (META) | 5.1 | $20M | 113k | 178.08 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.9 | $19M | 92k | 208.02 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.8 | $19M | 15k | 1218.98 | |
| Mastercard Cl A (MA) | 4.6 | $18M | 66k | 271.56 | |
| Netflix (NFLX) | 4.5 | $18M | 66k | 267.62 | |
| Visa Com Cl A (V) | 4.5 | $18M | 102k | 172.01 | |
| Servicenow (NOW) | 4.2 | $16M | 65k | 253.86 | |
| Adobe Systems Incorporated (ADBE) | 4.0 | $16M | 56k | 276.25 | |
| salesforce (CRM) | 3.4 | $13M | 89k | 148.44 | |
| Workday Cl A (WDAY) | 3.2 | $13M | 74k | 169.96 | |
| Baidu Spon Adr Rep A (BIDU) | 2.4 | $9.2M | 90k | 102.76 | |
| Micron Technology (MU) | 2.0 | $7.8M | 182k | 42.85 | |
| Yandex N V Shs Class A (YNDX) | 1.0 | $3.8M | 109k | 35.01 | |
| Athene Hldg Cl A | 0.6 | $2.4M | 56k | 42.06 | |
| FirstEnergy (FE) | 0.6 | $2.4M | 49k | 48.23 | |
| Altice Usa Cl A (ATUS) | 0.6 | $2.3M | 81k | 28.68 | |
| Godaddy Cl A (GDDY) | 0.6 | $2.2M | 34k | 65.97 | |
| Aon Shs Cl A | 0.6 | $2.2M | 11k | 193.54 | |
| TransDigm Group Incorporated (TDG) | 0.5 | $2.1M | 4.1k | 520.68 | |
| Hca Holdings (HCA) | 0.5 | $2.1M | 17k | 120.42 | |
| Palo Alto Networks (PANW) | 0.5 | $2.0M | 9.9k | 203.83 | |
| Liberty Global SHS CL C | 0.5 | $2.0M | 83k | 23.79 | |
| MercadoLibre (MELI) | 0.5 | $1.9M | 3.5k | 551.14 | |
| Sea Sponsored Ads (SE) | 0.5 | $1.9M | 62k | 30.95 | |
| Vistra Energy (VST) | 0.3 | $1.2M | 46k | 26.73 | |
| Nrg Energy Com New (NRG) | 0.3 | $1.2M | 31k | 39.60 | |
| Charles Schwab Corporation (SCHW) | 0.3 | $1.2M | 29k | 41.84 | |
| Open Text Corp (OTEX) | 0.3 | $1.2M | 28k | 40.82 | |
| Hldgs (UAL) | 0.3 | $1.2M | 13k | 88.40 | |
| Gci Liberty Com Class A | 0.3 | $1.1M | 18k | 62.09 | |
| Zynga Cl A | 0.3 | $1.1M | 195k | 5.82 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $1.1M | 25k | 45.07 | |
| CarMax (KMX) | 0.3 | $1.1M | 13k | 88.00 | |
| Amarin Corp Spons Adr New (AMRN) | 0.3 | $1.1M | 74k | 15.16 | |
| Liberty Media Corp Delaware Com Ser C Frmla | 0.3 | $1.1M | 26k | 41.58 | |
| Willis Towers Watson Pub SHS (WTW) | 0.3 | $1.1M | 5.6k | 192.91 | |
| Crown Holdings (CCK) | 0.3 | $1.1M | 16k | 66.04 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $1.1M | 19k | 57.61 | |
| Ferrari Nv Ord (RACE) | 0.3 | $1.1M | 7.0k | 154.07 | |
| GDS HLDGS Sponsored Ads (GDS) | 0.3 | $1.1M | 27k | 40.06 | |
| Moody's Corporation (MCO) | 0.3 | $1.0M | 5.1k | 204.79 | |
| Pagseguro Digital Com Cl A (PAGS) | 0.2 | $967k | 21k | 46.33 | |
| Zillow Group Cl C Cap Stk (Z) | 0.2 | $961k | 32k | 29.82 | |
| IAC/InterActive | 0.2 | $947k | 4.3k | 218.05 | |
| Ascendis Pharma A S Sponsored Adr (ASND) | 0.2 | $902k | 9.4k | 96.30 | |
| Markel Corporation (MKL) | 0.2 | $748k | 633.00 | 1181.67 | |
| PG&E Corporation (PCG) | 0.2 | $734k | 73k | 10.00 | |
| Fox Corp Cl A Com (FOXA) | 0.2 | $693k | 22k | 31.55 | |
| Altaba | 0.2 | $602k | 31k | 19.49 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $467k | 9.3k | 50.49 | |
| Proshares Tr Ii Ultrashort Yen N (YCS) | 0.1 | $299k | 4.0k | 74.75 | |
| Apple (AAPL) | 0.1 | $197k | 880.00 | 223.86 | |
| Paypal Holdings (PYPL) | 0.0 | $137k | 1.3k | 103.40 | |
| American Intl Group Com New (AIG) | 0.0 | $95k | 1.7k | 55.88 | |
| Cheniere Energy Com New (LNG) | 0.0 | $88k | 1.4k | 62.86 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $79k | 65.00 | 1215.38 | |
| Procter & Gamble Company (PG) | 0.0 | $75k | 600.00 | 125.00 | |
| Unilever N V N Y Shs New | 0.0 | $72k | 1.2k | 60.00 | |
| Coca-Cola Company (KO) | 0.0 | $68k | 1.3k | 54.40 | |
| Johnson & Johnson (JNJ) | 0.0 | $65k | 500.00 | 130.00 | |
| Allergan SHS | 0.0 | $64k | 380.00 | 168.42 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $64k | 450.00 | 142.22 | |
| Colgate-Palmolive Company (CL) | 0.0 | $55k | 750.00 | 73.33 | |
| Pfizer (PFE) | 0.0 | $54k | 1.5k | 36.00 | |
| eBay (EBAY) | 0.0 | $52k | 1.3k | 39.25 | |
| Novartis A G Sponsored Adr (NVS) | 0.0 | $52k | 600.00 | 86.67 | |
| Avalara | 0.0 | $48k | 717.00 | 66.95 | |
| Tesla Motors (TSLA) | 0.0 | $36k | 150.00 | 240.00 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $30k | 6.6k | 4.55 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $26k | 1.3k | 20.00 | |
| Zillow Group Cl A (ZG) | 0.0 | $25k | 850.00 | 29.41 | |
| Dupont De Nemours (DD) | 0.0 | $22k | 309.00 | 71.20 | |
| General Electric Company | 0.0 | $17k | 1.9k | 8.95 | |
| Dow (DOW) | 0.0 | $15k | 309.00 | 48.54 | |
| Bausch Health Companies (BHC) | 0.0 | $15k | 690.00 | 21.74 | |
| 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 | |
| Terraform Pwr Com Cl A | 0.0 | $3.0k | 186.00 | 16.13 | |
| Halyard Health (AVNS) | 0.0 | $2.0k | 56.00 | 35.71 | |
| Chemours (CC) | 0.0 | $2.0k | 145.00 | 13.79 | |
| Wabtec Corporation (WAB) | 0.0 | $1.0k | 10.00 | 100.00 |
