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 |