Kemnay Advisory Services as of Dec. 31, 2020
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 90 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Spdr Gold Tr Gold Shs (GLD) | 14.9 | $118M | 659k | 178.36 | |
| Ishares Msci Jpn Etf New (EWJ) | 6.6 | $52M | 767k | 67.56 | |
| Amazon (AMZN) | 6.2 | $49M | 15k | 3256.96 | |
| Microsoft Corporation (MSFT) | 5.7 | $45M | 203k | 222.42 | |
| MercadoLibre (MELI) | 5.4 | $43M | 26k | 1675.21 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 5.1 | $40M | 172k | 232.73 | |
| Paypal Holdings (PYPL) | 3.7 | $29M | 125k | 234.20 | |
| Apple (AAPL) | 3.5 | $28M | 208k | 132.69 | |
| Charter Communications Inc N Cl A (CHTR) | 3.2 | $25M | 38k | 661.56 | |
| Mastercard Incorporated Cl A (MA) | 3.1 | $24M | 68k | 356.94 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.1 | $24M | 105k | 231.87 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $24M | 14k | 1751.90 | |
| Facebook Cl A (META) | 3.1 | $24M | 88k | 273.16 | |
| Guidewire Software (GWRE) | 2.9 | $23M | 179k | 128.73 | |
| New York Times Cl A (NYT) | 2.9 | $23M | 436k | 51.77 | |
| JPMorgan Chase & Co. (JPM) | 2.0 | $16M | 123k | 127.07 | |
| American Express Company (AXP) | 1.9 | $15M | 125k | 120.91 | |
| Bank of America Corporation (BAC) | 1.9 | $15M | 493k | 30.31 | |
| Unilever Spon Adr New (UL) | 1.8 | $14M | 233k | 60.36 | |
| Raytheon Technologies Corp (RTX) | 1.7 | $13M | 184k | 71.51 | |
| salesforce (CRM) | 1.3 | $11M | 48k | 222.53 | |
| Baidu Spon Adr Rep A (BIDU) | 1.3 | $10M | 47k | 216.24 | |
| Adobe Systems Incorporated (ADBE) | 1.3 | $10M | 20k | 500.10 | |
| Micron Technology (MU) | 1.3 | $9.9M | 132k | 75.18 | |
| Workday Cl A (WDAY) | 1.2 | $9.6M | 40k | 239.61 | |
| Servicenow (NOW) | 1.2 | $9.5M | 17k | 550.41 | |
| Intel Corporation (INTC) | 1.2 | $9.4M | 189k | 49.82 | |
| Yandex N V Shs Class A (YNDX) | 0.8 | $6.6M | 96k | 69.58 | |
| Freeport-mcmoran CL B (FCX) | 0.6 | $4.4M | 168k | 26.02 | |
| General Electric Company | 0.5 | $4.2M | 387k | 10.80 | |
| Barrick Gold Corp (GOLD) | 0.5 | $3.8M | 167k | 22.78 | |
| Atlantica Sustainable Infr P SHS (AY) | 0.4 | $3.5M | 91k | 37.98 | |
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.4 | $3.4M | 58k | 58.26 | |
| TransDigm Group Incorporated (TDG) | 0.4 | $2.8M | 4.6k | 618.83 | |
| Metropcs Communications (TMUS) | 0.3 | $2.2M | 16k | 134.83 | |
| Visa Com Cl A (V) | 0.3 | $2.2M | 10k | 218.75 | |
| Fiserv (FI) | 0.3 | $2.2M | 19k | 113.83 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.3 | $2.2M | 14k | 158.36 | |
| Aon Shs Cl A (AON) | 0.3 | $2.2M | 10k | 211.29 | |
| Fidelity National Information Services (FIS) | 0.3 | $2.0M | 14k | 141.46 | |
| Godaddy Cl A (GDDY) | 0.2 | $1.4M | 17k | 82.96 | |
| Crown Holdings (CCK) | 0.2 | $1.4M | 14k | 100.17 | |
| Bill Com Holdings Ord (BILL) | 0.1 | $1.1M | 8.0k | 136.51 | |
| Nuance Communications | 0.1 | $1.0M | 23k | 44.08 | |
| Walt Disney Company (DIS) | 0.1 | $995k | 5.5k | 181.11 | |
| Shopify Cl A (SHOP) | 0.1 | $983k | 868.00 | 1132.49 | |
| Sarepta Therapeutics (SRPT) | 0.1 | $969k | 5.7k | 170.57 | |
| Altice Usa Cl A (ATUS) | 0.1 | $961k | 25k | 37.86 | |
| Discover Financial Services (DFS) | 0.1 | $932k | 10k | 90.56 | |
| Sea Sponsord Ads (SE) | 0.1 | $924k | 4.6k | 199.01 | |
| Match Group (MTCH) | 0.1 | $914k | 6.0k | 151.17 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $904k | 8.3k | 108.98 | |
| Synchrony Financial (SYF) | 0.1 | $901k | 26k | 34.71 | |
| Global Payments (GPN) | 0.1 | $900k | 4.2k | 215.31 | |
| Netflix (NFLX) | 0.1 | $893k | 1.7k | 540.56 | |
| Abbvie (ABBV) | 0.1 | $892k | 8.3k | 107.12 | |
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $872k | 22k | 39.11 | |
| Maxim Integrated Products | 0.1 | $871k | 9.8k | 88.66 | |
| Dolby Laboratories Com Cl A (DLB) | 0.1 | $863k | 8.9k | 97.18 | |
| Monster Beverage Corp (MNST) | 0.1 | $858k | 9.3k | 92.51 | |
| Expedia Group Com New (EXPE) | 0.1 | $854k | 6.5k | 132.34 | |
| Encompass Health Corp (EHC) | 0.1 | $850k | 10k | 82.66 | |
| Booking Holdings (BKNG) | 0.1 | $849k | 381.00 | 2228.35 | |
| Hldgs (UAL) | 0.1 | $846k | 20k | 43.26 | |
| FirstEnergy (FE) | 0.1 | $846k | 28k | 30.62 | |
| Caterpillar (CAT) | 0.1 | $841k | 4.6k | 182.11 | |
| Voya Financial (VOYA) | 0.1 | $832k | 14k | 58.80 | |
| Progressive Corporation (PGR) | 0.1 | $827k | 8.4k | 98.88 | |
| Horizon Therapeutics Pub L SHS | 0.1 | $812k | 11k | 73.19 | |
| Vistra Energy (VST) | 0.1 | $807k | 41k | 19.66 | |
| Fortive (FTV) | 0.1 | $785k | 11k | 70.85 | |
| Insulet Corporation (PODD) | 0.1 | $780k | 3.1k | 255.57 | |
| Danaher Corporation (DHR) | 0.1 | $769k | 3.5k | 222.19 | |
| Bristol Myers Squibb (BMY) | 0.1 | $765k | 12k | 61.99 | |
| Mirati Therapeutics | 0.1 | $759k | 3.5k | 219.55 | |
| Dish Network Corporation Cl A | 0.1 | $754k | 23k | 32.34 | |
| Tesla Motors (TSLA) | 0.1 | $529k | 750.00 | 705.33 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 0.1 | $503k | 9.3k | 54.38 | |
| Proshares Tr Ii Ultrashort Yen N (YCS) | 0.0 | $271k | 4.0k | 67.75 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $114k | 65.00 | 1753.85 | |
| Procter & Gamble Company (PG) | 0.0 | $83k | 600.00 | 138.33 | |
| Johnson & Johnson (JNJ) | 0.0 | $79k | 500.00 | 158.00 | |
| Coca-Cola Company (KO) | 0.0 | $69k | 1.3k | 55.20 | |
| eBay (EBAY) | 0.0 | $67k | 1.3k | 50.57 | |
| Colgate-Palmolive Company (CL) | 0.0 | $64k | 750.00 | 85.33 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $61k | 450.00 | 135.56 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $57k | 600.00 | 95.00 | |
| Pfizer (PFE) | 0.0 | $55k | 1.5k | 36.67 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $21k | 1.3k | 16.15 | |
| Viatris (VTRS) | 0.0 | $3.0k | 186.00 | 16.13 |
