Kemnay Advisory Services

Kemnay Advisory Services as of Dec. 31, 2019

Portfolio Holdings for Kemnay Advisory Services

Kemnay Advisory Services holds 67 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 10.5 $42M 267k 157.70
Alibaba Group Holding (BABA) 9.9 $40M 189k 212.10
Amazon (AMZN) 9.5 $38M 21k 1847.82
Allergan 5.8 $23M 123k 191.17
Berkshire Hathaway (BRK.B) 5.8 $23M 102k 226.50
Charter Communications Inc New Cl A cl a (CHTR) 5.7 $23M 47k 485.08
Facebook Inc cl a (META) 5.3 $22M 105k 205.25
MasterCard Incorporated (MA) 5.2 $21M 70k 298.59
Alphabet Inc Class C cs (GOOG) 5.1 $21M 15k 1336.99
Visa (V) 5.1 $20M 108k 187.90
Adobe Systems Incorporated (ADBE) 4.3 $17M 53k 329.81
salesforce (CRM) 3.6 $14M 89k 162.64
Baidu (BIDU) 2.8 $11M 89k 126.40
Micron Technology (MU) 2.4 $9.8M 182k 53.78
Servicenow (NOW) 1.9 $7.6M 27k 282.31
Workday Inc cl a (WDAY) 1.6 $6.5M 40k 164.45
Yandex Nv-a (YNDX) 1.2 $4.7M 108k 43.49
Godaddy Inc cl a (GDDY) 0.7 $2.8M 42k 67.91
Sarepta Therapeutics (SRPT) 0.7 $2.7M 21k 129.04
Fidelity National Information Services (FIS) 0.7 $2.7M 19k 139.09
CarMax (KMX) 0.7 $2.6M 30k 87.67
Charles Schwab Corporation (SCHW) 0.6 $2.2M 46k 47.57
Moody's Corporation (MCO) 0.6 $2.2M 9.3k 237.39
Copart (CPRT) 0.5 $2.2M 24k 90.92
Us Foods Hldg Corp call (USFD) 0.5 $2.2M 52k 41.90
Parker-Hannifin Corporation (PH) 0.5 $2.1M 10k 205.80
NVR (NVR) 0.5 $2.1M 559.00 3808.59
Aon 0.5 $2.1M 10k 208.26
Athene Holding Ltd Cl A 0.5 $2.2M 46k 47.02
Brookfield Asset Management 0.5 $2.1M 36k 57.80
Markel Corporation (MKL) 0.5 $2.1M 1.8k 1143.25
Zimmer Holdings (ZBH) 0.5 $2.1M 14k 149.66
Gentex Corporation (GNTX) 0.5 $2.1M 71k 28.98
O'reilly Automotive (ORLY) 0.5 $2.0M 4.6k 438.34
Neurocrine Biosciences (NBIX) 0.5 $2.0M 18k 107.50
Spirit AeroSystems Holdings (SPR) 0.3 $1.4M 19k 72.90
State Street Corporation (STT) 0.3 $1.3M 16k 79.09
Marriott International (MAR) 0.3 $1.3M 8.6k 151.38
Tcf Financial Corp 0.3 $1.3M 28k 46.79
Hca Holdings (HCA) 0.3 $1.3M 8.6k 147.82
Analog Devices (ADI) 0.3 $1.2M 10k 118.82
LKQ Corporation (LKQ) 0.3 $1.2M 33k 35.69
Waste Connections (WCN) 0.3 $1.2M 13k 90.76
Willis Towers Watson (WTW) 0.2 $944k 4.7k 201.84
Booking Holdings (BKNG) 0.2 $937k 456.00 2054.82
FirstEnergy (FE) 0.2 $881k 18k 48.58
Liberty Broadband Cl C (LBRDK) 0.2 $901k 7.2k 125.75
Comcast Corporation (CMCSA) 0.2 $852k 19k 44.95
TransDigm Group Incorporated (TDG) 0.2 $842k 1.5k 560.21
WisdomTree Japan Total Dividend (DXJ) 0.1 $497k 9.3k 53.73
Proshares Tr Ii Ultrashort Ye etf (YCS) 0.1 $305k 4.0k 76.25
Apple (AAPL) 0.1 $258k 880.00 293.18
Paypal Holdings (PYPL) 0.0 $143k 1.3k 107.92
Coca-Cola Company (KO) 0.0 $69k 1.3k 55.20
Johnson & Johnson (JNJ) 0.0 $73k 500.00 146.00
Kimberly-Clark Corporation (KMB) 0.0 $62k 450.00 137.78
Procter & Gamble Company (PG) 0.0 $75k 600.00 125.00
Unilever 0.0 $69k 1.2k 57.50
Tesla Motors (TSLA) 0.0 $63k 150.00 420.00
Alphabet Inc Class A cs (GOOGL) 0.0 $87k 65.00 1338.46
Pfizer (PFE) 0.0 $59k 1.5k 39.33
General Electric Company 0.0 $21k 1.9k 11.05
Novartis (NVS) 0.0 $57k 600.00 95.00
Colgate-Palmolive Company (CL) 0.0 $52k 750.00 69.33
eBay (EBAY) 0.0 $48k 1.3k 36.23
Vodafone Group New Adr F (VOD) 0.0 $25k 1.3k 19.23
Avalara 0.0 $53k 717.00 73.92