Kemnay Advisory Services as of June 30, 2020
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 83 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 9.6 | $65M | 389k | 167.37 | |
| Microsoft Corporation (MSFT) | 7.9 | $53M | 261k | 203.51 | |
| Amazon (AMZN) | 7.7 | $52M | 19k | 2758.83 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 6.1 | $41M | 192k | 215.70 | |
| MercadoLibre (MELI) | 5.9 | $40M | 41k | 985.77 | |
| Guidewire Software (GWRE) | 4.5 | $30M | 275k | 110.85 | |
| Apple (AAPL) | 4.2 | $28M | 78k | 364.80 | |
| Facebook Cl A (META) | 3.8 | $26M | 114k | 227.07 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.7 | $25M | 18k | 1413.63 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.7 | $25M | 139k | 178.51 | |
| Visa Com Cl A (V) | 3.6 | $24M | 126k | 193.17 | |
| Charter Communications Inc N Cl A (CHTR) | 3.5 | $24M | 47k | 510.03 | |
| Netflix (NFLX) | 3.5 | $24M | 52k | 455.04 | |
| Adobe Systems Incorporated (ADBE) | 3.5 | $24M | 54k | 435.32 | |
| salesforce (CRM) | 2.9 | $19M | 103k | 187.33 | |
| New York Times Cl A (NYT) | 2.6 | $18M | 422k | 42.03 | |
| Servicenow (NOW) | 1.9 | $13M | 31k | 405.06 | |
| Unilever N V N Y Shs New | 1.8 | $12M | 233k | 53.27 | |
| American Express Company (AXP) | 1.8 | $12M | 125k | 95.20 | |
| Bank of America Corporation (BAC) | 1.7 | $12M | 493k | 23.75 | |
| JPMorgan Chase & Co. (JPM) | 1.7 | $12M | 123k | 94.06 | |
| Raytheon Technologies Corp (RTX) | 1.7 | $11M | 184k | 61.62 | |
| Intel Corporation (INTC) | 1.7 | $11M | 189k | 59.83 | |
| Baidu Spon Adr Rep A (BIDU) | 1.6 | $11M | 89k | 119.88 | |
| Micron Technology (MU) | 1.4 | $9.4M | 182k | 51.52 | |
| Workday Cl A (WDAY) | 1.1 | $7.4M | 40k | 187.37 | |
| Yandex N V Shs Class A (NBIS) | 0.8 | $5.4M | 108k | 50.02 | |
| Paypal Holdings (PYPL) | 0.5 | $3.3M | 19k | 174.23 | |
| Crown Holdings (CCK) | 0.4 | $2.7M | 41k | 65.12 | |
| Mastercard Incorporated Cl A (MA) | 0.4 | $2.6M | 8.8k | 295.72 | |
| Fidelity National Information Services (FIS) | 0.4 | $2.5M | 19k | 134.07 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.4 | $2.5M | 20k | 123.96 | |
| Godaddy Cl A (GDDY) | 0.4 | $2.5M | 34k | 73.34 | |
| Fiserv (FI) | 0.4 | $2.4M | 25k | 97.61 | |
| Cloudflare Cl A Com (NET) | 0.3 | $2.0M | 55k | 37.00 | |
| Altice Usa Cl A (ATUS) | 0.3 | $1.9M | 84k | 22.54 | |
| Autodesk (ADSK) | 0.1 | $668k | 2.8k | 239.34 | |
| Tractor Supply Company (TSCO) | 0.1 | $657k | 5.0k | 131.85 | |
| Synopsys (SNPS) | 0.1 | $646k | 3.3k | 195.11 | |
| Horizon Therapeutics Pub SHS | 0.1 | $643k | 12k | 55.62 | |
| Alteryx Com Cl A | 0.1 | $639k | 3.9k | 164.23 | |
| Lpl Financial Holdings (LPLA) | 0.1 | $619k | 7.9k | 78.41 | |
| Linde SHS | 0.1 | $599k | 2.8k | 212.11 | |
| Canadian Pacific Railway | 0.1 | $597k | 2.3k | 255.46 | |
| Markel Corporation (MKL) | 0.1 | $595k | 644.00 | 923.91 | |
| American Tower Reit (AMT) | 0.1 | $593k | 2.3k | 258.39 | |
| Danaher Corporation (DHR) | 0.1 | $589k | 3.3k | 176.77 | |
| Sarepta Therapeutics (SRPT) | 0.1 | $585k | 3.6k | 160.32 | |
| Hologic (HOLX) | 0.1 | $582k | 10k | 57.04 | |
| FleetCor Technologies | 0.1 | $575k | 2.3k | 251.53 | |
| Roper Industries (ROP) | 0.1 | $573k | 1.5k | 387.95 | |
| Moody's Corporation (MCO) | 0.1 | $569k | 2.1k | 274.75 | |
| Broadridge Financial Solutions (BR) | 0.1 | $565k | 4.5k | 126.12 | |
| Progressive Corporation (PGR) | 0.1 | $560k | 7.0k | 80.15 | |
| Ascendis Pharma A S Sponsored Adr (ASND) | 0.1 | $556k | 3.8k | 148.03 | |
| Booking Holdings (BKNG) | 0.1 | $545k | 342.00 | 1593.57 | |
| Charles Schwab Corporation (SCHW) | 0.1 | $543k | 16k | 33.73 | |
| PPL Corporation (PPL) | 0.1 | $541k | 21k | 25.86 | |
| Mylan Nv Shs Euro | 0.1 | $541k | 34k | 16.08 | |
| United Therapeutics Corporation (UTHR) | 0.1 | $537k | 4.4k | 120.92 | |
| Copart (CPRT) | 0.1 | $532k | 6.4k | 83.33 | |
| Neurocrine Biosciences (NBIX) | 0.1 | $524k | 4.3k | 122.09 | |
| Jack Henry & Associates (JKHY) | 0.1 | $517k | 2.8k | 183.85 | |
| Liberty Media Corp Del Com Ser C Frmla | 0.1 | $515k | 16k | 31.69 | |
| Verisign (VRSN) | 0.1 | $507k | 2.5k | 206.94 | |
| Shopify Cl A (SHOP) | 0.1 | $499k | 526.00 | 948.67 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $435k | 9.3k | 47.03 | |
| Iovance Biotherapeutics (IOVA) | 0.1 | $403k | 15k | 27.44 | |
| Ss&c Technologies Holding (SSNC) | 0.1 | $393k | 7.0k | 56.48 | |
| Proshares Tr Ii Ultrashort Yen N (YCS) | 0.0 | $298k | 4.0k | 74.50 | |
| Tesla Motors (TSLA) | 0.0 | $162k | 150.00 | 1080.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $92k | 65.00 | 1415.38 | |
| Procter & Gamble Company (PG) | 0.0 | $72k | 600.00 | 120.00 | |
| Johnson & Johnson (JNJ) | 0.0 | $70k | 500.00 | 140.00 | |
| eBay (EBAY) | 0.0 | $69k | 1.3k | 52.08 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $64k | 450.00 | 142.22 | |
| Coca-Cola Company (KO) | 0.0 | $56k | 1.3k | 44.80 | |
| Colgate-Palmolive Company (CL) | 0.0 | $55k | 750.00 | 73.33 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $52k | 600.00 | 86.67 | |
| Pfizer (PFE) | 0.0 | $49k | 1.5k | 32.67 | |
| Abbvie (ABBV) | 0.0 | $32k | 329.00 | 97.26 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $21k | 1.3k | 16.15 | |
| General Electric Company | 0.0 | $13k | 1.9k | 6.84 |
