Kemnay Advisory Services as of Sept. 30, 2020
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 80 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 16.2 | $117M | 659k | 177.12 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 7.5 | $54M | 185k | 293.98 | |
| Microsoft Corporation (MSFT) | 7.0 | $51M | 240k | 210.33 | |
| Amazon (AMZN) | 7.0 | $50M | 16k | 3148.72 | |
| MercadoLibre (MELI) | 4.3 | $31M | 29k | 1082.48 | |
| Apple (AAPL) | 3.7 | $27M | 231k | 115.81 | |
| Charter Communications Inc N Cl A (CHTR) | 3.7 | $27M | 43k | 624.35 | |
| Paypal Holdings (PYPL) | 3.7 | $27M | 134k | 197.03 | |
| Facebook Cl A (META) | 3.6 | $26M | 100k | 261.90 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.5 | $25M | 17k | 1469.61 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.5 | $25M | 119k | 212.94 | |
| Guidewire Software (GWRE) | 3.5 | $25M | 242k | 104.27 | |
| Visa Com Cl A (V) | 3.4 | $25M | 123k | 199.97 | |
| Adobe Systems Incorporated (ADBE) | 3.0 | $22M | 45k | 490.42 | |
| salesforce (CRM) | 2.8 | $20M | 79k | 251.32 | |
| New York Times Cl A (NYT) | 2.3 | $17M | 393k | 42.79 | |
| Unilever N V N Y Shs New | 2.0 | $14M | 233k | 60.40 | |
| Servicenow (NOW) | 1.7 | $13M | 26k | 485.00 | |
| American Express Company (AXP) | 1.7 | $13M | 125k | 100.25 | |
| Bank of America Corporation (BAC) | 1.6 | $12M | 493k | 24.09 | |
| JPMorgan Chase & Co. (JPM) | 1.6 | $12M | 123k | 96.27 | |
| Raytheon Technologies Corp (RTX) | 1.5 | $11M | 184k | 57.54 | |
| Intel Corporation (INTC) | 1.4 | $9.8M | 189k | 51.78 | |
| Workday Cl A (WDAY) | 1.1 | $7.7M | 36k | 215.13 | |
| Micron Technology (MU) | 1.1 | $7.6M | 162k | 46.96 | |
| Yandex N V Shs Class A (YNDX) | 1.0 | $7.3M | 112k | 65.25 | |
| Baidu Spon Adr Rep A (BIDU) | 0.9 | $6.8M | 54k | 126.59 | |
| TransDigm Group Incorporated (TDG) | 0.5 | $3.5M | 7.3k | 475.12 | |
| Netflix (NFLX) | 0.4 | $3.1M | 6.1k | 500.08 | |
| Comcast Corp Cl A (CMCSA) | 0.3 | $2.2M | 48k | 46.27 | |
| Mastercard Incorporated Cl A (MA) | 0.3 | $2.1M | 6.3k | 338.19 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.3 | $2.1M | 15k | 142.90 | |
| Crown Holdings (CCK) | 0.3 | $2.1M | 27k | 76.86 | |
| Fiserv (FI) | 0.3 | $2.1M | 20k | 103.05 | |
| Godaddy Cl A (GDDY) | 0.3 | $2.0M | 26k | 75.98 | |
| Jd.com Spon Adr Cl A (JD) | 0.2 | $1.6M | 21k | 77.59 | |
| Tesla Motors (TSLA) | 0.1 | $1.0M | 2.4k | 428.94 | |
| Nuance Communications | 0.1 | $668k | 20k | 33.20 | |
| 4068594 Enphase Energy (ENPH) | 0.1 | $659k | 8.0k | 82.62 | |
| Constellation Brands Cl A (STZ) | 0.1 | $642k | 3.4k | 189.44 | |
| Caterpillar (CAT) | 0.1 | $634k | 4.3k | 149.11 | |
| Progressive Corporation (PGR) | 0.1 | $632k | 6.7k | 94.62 | |
| Generac Holdings (GNRC) | 0.1 | $631k | 3.3k | 193.74 | |
| Dollar General (DG) | 0.1 | $630k | 3.0k | 209.58 | |
| Zoetis Cl A (ZTS) | 0.1 | $623k | 3.8k | 165.25 | |
| Danaher Corporation (DHR) | 0.1 | $621k | 2.9k | 215.33 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $614k | 2.8k | 220.15 | |
| AES Corporation (AES) | 0.1 | $608k | 34k | 18.10 | |
| Canadian Pacific Railway | 0.1 | $606k | 2.0k | 304.37 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $603k | 7.4k | 81.04 | |
| Moody's Corporation (MCO) | 0.1 | $603k | 2.1k | 289.90 | |
| Shopify Cl A (SHOP) | 0.1 | $598k | 585.00 | 1022.22 | |
| Repligen Corporation (RGEN) | 0.1 | $594k | 4.0k | 147.47 | |
| Monolithic Power Systems (MPWR) | 0.1 | $591k | 2.1k | 279.43 | |
| Metropcs Communications (TMUS) | 0.1 | $584k | 5.1k | 114.31 | |
| Verisign (VRSN) | 0.1 | $584k | 2.9k | 204.70 | |
| Edison International (EIX) | 0.1 | $583k | 12k | 50.88 | |
| Hologic (HOLX) | 0.1 | $581k | 8.7k | 66.42 | |
| Disney Walt Com Disney (DIS) | 0.1 | $571k | 4.6k | 124.13 | |
| American Tower Reit (AMT) | 0.1 | $570k | 2.4k | 241.94 | |
| Evergy (EVRG) | 0.1 | $568k | 11k | 50.79 | |
| Renaissance Re Holdings Ltd Cmn (RNR) | 0.1 | $566k | 3.3k | 169.77 | |
| Dollar Tree (DLTR) | 0.1 | $547k | 6.0k | 91.36 | |
| Markel Corporation (MKL) | 0.1 | $541k | 556.00 | 973.02 | |
| General Dynamics Corporation (GD) | 0.1 | $535k | 3.9k | 138.39 | |
| Concho Resources | 0.1 | $507k | 12k | 44.10 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $453k | 9.3k | 48.97 | |
| Proshares Tr Ii Ultrashort Yen N (YCS) | 0.0 | $284k | 4.0k | 71.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $95k | 65.00 | 1461.54 | |
| Procter & Gamble Company (PG) | 0.0 | $83k | 600.00 | 138.33 | |
| Johnson & Johnson (JNJ) | 0.0 | $74k | 500.00 | 148.00 | |
| eBay (EBAY) | 0.0 | $69k | 1.3k | 52.08 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $66k | 450.00 | 146.67 | |
| Coca-Cola Company (KO) | 0.0 | $62k | 1.3k | 49.60 | |
| Colgate-Palmolive Company (CL) | 0.0 | $58k | 750.00 | 77.33 | |
| Pfizer (PFE) | 0.0 | $55k | 1.5k | 36.67 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $52k | 600.00 | 86.67 | |
| Abbvie (ABBV) | 0.0 | $29k | 329.00 | 88.15 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $17k | 1.3k | 13.08 | |
| General Electric Company | 0.0 | $12k | 1.9k | 6.32 |
