Kemnay Advisory Services

Kemnay Advisory Services as of March 31, 2020

Portfolio Holdings for Kemnay Advisory Services

Kemnay Advisory Services holds 64 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 11.6 $41M 262k 157.71
Amazon (AMZN) 11.1 $40M 20k 1949.73
Alibaba Group Holding (BABA) 10.4 $37M 190k 194.48
Allergan 6.4 $23M 129k 177.10
Charter Communications Inc New Cl A cl a (CHTR) 5.9 $21M 48k 436.31
Berkshire Hathaway (BRK.B) 5.8 $21M 113k 182.83
Apple (AAPL) 5.6 $20M 78k 254.29
Alphabet Inc Class C cs (GOOG) 5.3 $19M 16k 1162.83
Facebook Inc cl a (META) 5.3 $19M 113k 166.80
MasterCard Incorporated (MA) 4.8 $17M 72k 241.56
Adobe Systems Incorporated (ADBE) 4.7 $17M 53k 318.25
salesforce (CRM) 4.0 $14M 98k 143.98
Baidu (BIDU) 2.5 $9.0M 89k 100.79
Servicenow (NOW) 2.5 $8.9M 31k 286.59
Micron Technology (MU) 2.1 $7.6M 182k 42.06
Workday Inc cl a (WDAY) 1.4 $5.2M 40k 130.23
Yandex Nv-a (YNDX) 1.0 $3.7M 108k 34.05
Godaddy Inc cl a (GDDY) 0.7 $2.5M 44k 57.10
Fidelity National Information Services (FIS) 0.6 $2.2M 19k 121.64
Netflix (NFLX) 0.5 $1.8M 4.8k 375.44
Booking Holdings (BKNG) 0.4 $1.6M 1.2k 1345.21
TransDigm Group Incorporated (TDG) 0.4 $1.4M 4.5k 320.15
Crown Holdings (CCK) 0.4 $1.4M 23k 58.03
Alnylam Pharmaceuticals (ALNY) 0.4 $1.3M 12k 108.85
Uber Technologies (UBER) 0.4 $1.3M 47k 27.91
BlackRock (BLK) 0.3 $1.2M 2.8k 440.09
Broadridge Financial Solutions (BR) 0.3 $1.2M 13k 94.85
Aon 0.3 $1.1M 6.7k 165.00
Markel Corporation (MKL) 0.3 $1.1M 1.2k 927.55
M&T Bank Corporation (MTB) 0.3 $975k 9.4k 103.43
Lpl Financial Holdings (LPLA) 0.3 $905k 17k 54.41
Hess (HES) 0.2 $871k 26k 33.32
Neurocrine Biosciences (NBIX) 0.2 $863k 10k 86.58
Willis Towers Watson (WTW) 0.2 $822k 4.8k 169.90
Sarepta Therapeutics (SRPT) 0.2 $815k 8.3k 97.80
Duke Energy (DUK) 0.2 $812k 10k 80.84
O'reilly Automotive (ORLY) 0.2 $787k 2.6k 301.19
Moody's Corporation (MCO) 0.2 $776k 3.7k 211.62
Autodesk (ADSK) 0.2 $770k 4.9k 156.12
Exelon Corporation (EXC) 0.2 $749k 20k 36.83
Charles Schwab Corporation (SCHW) 0.2 $743k 22k 33.60
Mylan Nv 0.2 $723k 49k 14.90
State Street Corporation (STT) 0.2 $709k 13k 53.27
Hd Supply 0.2 $697k 25k 28.43
Brookfield Asset Management 0.2 $671k 15k 44.24
Onemain Holdings (OMF) 0.2 $635k 33k 19.11
Us Foods Hldg Corp call (USFD) 0.1 $457k 26k 17.72
Hca Holdings (HCA) 0.1 $452k 5.0k 89.90
WisdomTree Japan Total Dividend (DXJ) 0.1 $390k 9.3k 42.16
Proshares Tr Ii Ultrashort Ye etf (YCS) 0.1 $296k 4.0k 74.00
Paypal Holdings (PYPL) 0.0 $127k 1.3k 95.85
Tesla Motors (TSLA) 0.0 $79k 150.00 526.67
Alphabet Inc Class A cs (GOOGL) 0.0 $76k 65.00 1169.23
Johnson & Johnson (JNJ) 0.0 $66k 500.00 132.00
Procter & Gamble Company (PG) 0.0 $66k 600.00 110.00
Unilever 0.0 $59k 1.2k 49.17
Kimberly-Clark Corporation (KMB) 0.0 $58k 450.00 128.89
Coca-Cola Company (KO) 0.0 $55k 1.3k 44.00
Colgate-Palmolive Company (CL) 0.0 $50k 750.00 66.67
Pfizer (PFE) 0.0 $49k 1.5k 32.67
Novartis (NVS) 0.0 $49k 600.00 81.67
eBay (EBAY) 0.0 $40k 1.3k 30.19
Vodafone Group New Adr F (VOD) 0.0 $18k 1.3k 13.85
General Electric Company 0.0 $15k 1.9k 7.89