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 |