Kemnay Advisory Services as of March 31, 2021
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 86 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Msci Jpn Etf New (EWJ) | 7.3 | $53M | 767k | 68.52 | |
| Amazon (AMZN) | 6.8 | $49M | 16k | 3094.06 | |
| Microsoft Corporation (MSFT) | 6.8 | $48M | 205k | 235.77 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 5.8 | $41M | 182k | 226.73 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 5.6 | $40M | 658k | 61.34 | |
| MercadoLibre (MELI) | 5.3 | $38M | 26k | 1472.12 | |
| Facebook Cl A (META) | 4.3 | $31M | 104k | 294.53 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.1 | $30M | 115k | 255.47 | |
| Apple (AAPL) | 3.6 | $26M | 213k | 122.15 | |
| Mastercard Incorporated Cl A (MA) | 3.6 | $26M | 72k | 356.05 | |
| Sea Sponsord Ads (SE) | 3.3 | $24M | 106k | 223.23 | |
| Charter Communications Inc N Cl A (CHTR) | 3.2 | $23M | 38k | 617.02 | |
| New York Times Cl A (NYT) | 3.2 | $23M | 455k | 50.62 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.2 | $23M | 11k | 2068.62 | |
| Bank of America Corporation (BAC) | 2.7 | $19M | 493k | 38.69 | |
| JPMorgan Chase & Co. (JPM) | 2.6 | $19M | 123k | 152.23 | |
| Guidewire Software (GWRE) | 2.5 | $18M | 179k | 101.63 | |
| American Express Company (AXP) | 2.5 | $18M | 125k | 141.44 | |
| Raytheon Technologies Corp (RTX) | 2.0 | $14M | 184k | 77.27 | |
| Unilever Spon Adr New (UL) | 1.8 | $13M | 233k | 55.83 | |
| Micron Technology (MU) | 1.8 | $13M | 143k | 88.21 | |
| Intel Corporation (INTC) | 1.7 | $12M | 189k | 64.00 | |
| Workday Cl A (WDAY) | 1.4 | $10M | 40k | 248.43 | |
| Adobe Systems Incorporated (ADBE) | 1.4 | $9.7M | 20k | 475.36 | |
| salesforce (CRM) | 1.3 | $9.0M | 42k | 211.88 | |
| Servicenow (NOW) | 1.2 | $8.6M | 17k | 500.09 | |
| Yandex N V Shs Class A (YNDX) | 0.9 | $6.1M | 96k | 64.06 | |
| Freeport-mcmoran CL B (FCX) | 0.8 | $5.5M | 168k | 32.93 | |
| Baidu Spon Adr Rep A (BIDU) | 0.7 | $5.1M | 24k | 217.57 | |
| General Electric Company | 0.7 | $5.1M | 387k | 13.13 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $4.8M | 2.3k | 2062.34 | |
| Walt Disney Company (DIS) | 0.7 | $4.8M | 26k | 184.50 | |
| TransDigm Group Incorporated (TDG) | 0.5 | $3.9M | 6.7k | 587.96 | |
| Atlantica Sustainable Infr P SHS (AY) | 0.5 | $3.3M | 91k | 36.63 | |
| Barrick Gold Corp (GOLD) | 0.5 | $3.3M | 167k | 19.80 | |
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.4 | $2.7M | 58k | 46.80 | |
| Tesla Motors (TSLA) | 0.2 | $1.3M | 1.9k | 667.87 | |
| Rh (RH) | 0.2 | $1.2M | 1.9k | 596.82 | |
| Kohl's Corporation (KSS) | 0.2 | $1.2M | 19k | 59.61 | |
| Expedia Group Com New (EXPE) | 0.1 | $1.0M | 6.0k | 172.09 | |
| Lyft Cl A Com (LYFT) | 0.1 | $1.0M | 16k | 63.17 | |
| Lpl Financial Holdings (LPLA) | 0.1 | $1.0M | 7.2k | 142.18 | |
| eBay (EBAY) | 0.1 | $995k | 16k | 61.21 | |
| Horizon Therapeutics Pub L SHS | 0.1 | $988k | 11k | 92.04 | |
| Wynn Resorts (WYNN) | 0.1 | $987k | 7.9k | 125.41 | |
| Cheniere Energy Com New (LNG) | 0.1 | $985k | 14k | 72.01 | |
| ON Semiconductor (ON) | 0.1 | $980k | 24k | 41.59 | |
| Metropcs Communications (TMUS) | 0.1 | $967k | 7.7k | 125.28 | |
| Visa Com Cl A (V) | 0.1 | $953k | 4.5k | 211.73 | |
| Verizon Communications (VZ) | 0.1 | $951k | 16k | 58.15 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.1 | $935k | 6.2k | 150.18 | |
| AES Corporation (AES) | 0.1 | $906k | 34k | 26.82 | |
| Elanco Animal Health (ELAN) | 0.1 | $899k | 31k | 29.44 | |
| Netflix (NFLX) | 0.1 | $896k | 1.7k | 521.54 | |
| Insulet Corporation (PODD) | 0.1 | $880k | 3.4k | 260.97 | |
| Godaddy Cl A (GDDY) | 0.1 | $877k | 11k | 77.66 | |
| Uber Technologies (UBER) | 0.1 | $867k | 16k | 54.51 | |
| Dynatrace Com New (DT) | 0.1 | $867k | 18k | 48.26 | |
| Nuance Communications | 0.1 | $856k | 20k | 43.64 | |
| Xilinx | 0.1 | $850k | 6.9k | 123.83 | |
| Carvana Cl A (CVNA) | 0.1 | $844k | 3.2k | 262.36 | |
| Take-Two Interactive Software (TTWO) | 0.1 | $842k | 4.8k | 176.63 | |
| Square Cl A (SQ) | 0.1 | $793k | 3.5k | 227.09 | |
| Atlassian Corp Cl A | 0.1 | $780k | 3.7k | 210.75 | |
| Iac Interactive Ord | 0.1 | $776k | 3.6k | 216.34 | |
| Palo Alto Networks (PANW) | 0.1 | $767k | 2.4k | 322.13 | |
| Shopify Cl A (SHOP) | 0.1 | $745k | 673.00 | 1106.98 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 0.1 | $736k | 14k | 53.03 | |
| Snowflake Cl A (SNOW) | 0.1 | $725k | 3.2k | 229.21 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $720k | 3.9k | 182.42 | |
| Ringcentral Cl A (RNG) | 0.1 | $665k | 2.2k | 297.94 | |
| Elastic N V Ord Shs (ESTC) | 0.1 | $663k | 6.0k | 111.22 | |
| Pinduoduo Sponsored Ads (PDD) | 0.1 | $645k | 4.8k | 133.79 | |
| Mongodb Cl A (MDB) | 0.1 | $617k | 2.3k | 267.22 | |
| Paypal Holdings (PYPL) | 0.0 | $322k | 1.3k | 243.02 | |
| Proshares Tr Ii Ultrashort Yen N (YCS) | 0.0 | $311k | 4.0k | 77.75 | |
| Johnson & Johnson (JNJ) | 0.0 | $82k | 500.00 | 164.00 | |
| Procter & Gamble Company (PG) | 0.0 | $81k | 600.00 | 135.00 | |
| Coca-Cola Company (KO) | 0.0 | $66k | 1.3k | 52.80 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $63k | 450.00 | 140.00 | |
| Colgate-Palmolive Company (CL) | 0.0 | $59k | 750.00 | 78.67 | |
| Pfizer (PFE) | 0.0 | $54k | 1.5k | 36.00 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $51k | 600.00 | 85.00 | |
| Abbvie (ABBV) | 0.0 | $36k | 329.00 | 109.42 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $24k | 1.3k | 18.46 | |
| Viatris (VTRS) | 0.0 | $3.0k | 186.00 | 16.13 |
