Kemnay Advisory Services as of June 30, 2021
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 91 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coinbase Global Com Cl A (COIN) | 9.1 | $77M | 304k | 253.30 | |
| Microsoft Corporation (MSFT) | 6.6 | $56M | 207k | 270.90 | |
| Amazon (AMZN) | 6.4 | $54M | 16k | 3440.14 | |
| Ishares Msci Jpn Etf New (EWJ) | 6.1 | $52M | 767k | 67.54 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 5.7 | $48M | 211k | 226.78 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 4.8 | $40M | 658k | 61.02 | |
| MercadoLibre (MELI) | 4.5 | $38M | 25k | 1557.80 | |
| Sea Sponsord Ads (SE) | 4.0 | $34M | 124k | 274.60 | |
| Facebook Cl A (META) | 3.8 | $32M | 92k | 347.71 | |
| Charter Communications Inc N Cl A (CHTR) | 3.6 | $30M | 42k | 721.46 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.3 | $28M | 100k | 277.92 | |
| Apple (AAPL) | 3.1 | $27M | 193k | 136.96 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $26M | 10k | 2506.28 | |
| Visa Com Cl A (V) | 3.0 | $25M | 108k | 233.82 | |
| American Express Company (AXP) | 2.5 | $21M | 125k | 165.23 | |
| Bank of America Corporation (BAC) | 2.4 | $20M | 493k | 41.23 | |
| Guidewire Software (GWRE) | 2.4 | $20M | 179k | 112.72 | |
| JPMorgan Chase & Co. (JPM) | 2.3 | $19M | 123k | 155.54 | |
| New York Times Cl A (NYT) | 2.2 | $19M | 436k | 43.55 | |
| Raytheon Technologies Corp (RTX) | 1.9 | $16M | 184k | 85.31 | |
| Unilever Spon Adr New (UL) | 1.6 | $14M | 233k | 58.50 | |
| Adobe Systems Incorporated (ADBE) | 1.4 | $12M | 20k | 585.66 | |
| Micron Technology (MU) | 1.3 | $11M | 132k | 84.98 | |
| Intel Corporation (INTC) | 1.3 | $11M | 189k | 56.14 | |
| salesforce (CRM) | 1.2 | $10M | 42k | 244.26 | |
| Servicenow (NOW) | 1.1 | $9.5M | 17k | 549.54 | |
| Workday Cl A (WDAY) | 1.0 | $8.5M | 36k | 238.75 | |
| Qorvo (QRVO) | 0.8 | $7.0M | 36k | 195.66 | |
| Yandex N V Shs Class A (YNDX) | 0.8 | $6.8M | 96k | 70.75 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $5.4M | 2.2k | 2441.71 | |
| General Electric Company | 0.6 | $5.2M | 387k | 13.46 | |
| Liberty Broadband Corp Com Ser C (LBRDK) | 0.6 | $5.2M | 30k | 173.68 | |
| Baidu Spon Adr Rep A (BIDU) | 0.6 | $4.8M | 24k | 203.91 | |
| TransDigm Group Incorporated (TDG) | 0.5 | $4.4M | 6.8k | 647.36 | |
| Barrick Gold Corp (GOLD) | 0.5 | $4.1M | 199k | 20.68 | |
| Atlantica Sustainable Infr P SHS (AY) | 0.4 | $3.4M | 91k | 37.22 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 0.3 | $2.8M | 55k | 50.36 | |
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.3 | $2.4M | 58k | 41.93 | |
| Cloudflare Cl A Com (NET) | 0.1 | $1.2M | 11k | 105.81 | |
| Elastic N V Ord Shs (ESTC) | 0.1 | $1.1M | 7.4k | 145.80 | |
| Twilio Cl A (TWLO) | 0.1 | $1.1M | 2.7k | 394.03 | |
| 0.1 | $1.0M | 15k | 68.81 | ||
| Shopify Cl A (SHOP) | 0.1 | $1.0M | 709.00 | 1461.21 | |
| Bill Com Holdings Ord (BILL) | 0.1 | $1.0M | 5.6k | 183.27 | |
| eBay (EBAY) | 0.1 | $1.0M | 14k | 70.19 | |
| Match Group (MTCH) | 0.1 | $947k | 5.9k | 161.33 | |
| Lyft Cl A Com (LYFT) | 0.1 | $943k | 16k | 60.46 | |
| Vistra Energy (VST) | 0.1 | $922k | 50k | 18.55 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $890k | 1.7k | 529.76 | |
| Apollo Global Mgmt Com Cl A | 0.1 | $877k | 14k | 62.21 | |
| Jefferies Finl Group (JEF) | 0.1 | $866k | 25k | 34.21 | |
| Metropcs Communications (TMUS) | 0.1 | $862k | 6.0k | 144.85 | |
| Godaddy Cl A (GDDY) | 0.1 | $861k | 9.9k | 87.00 | |
| International Flavors & Fragrances (IFF) | 0.1 | $845k | 5.7k | 149.35 | |
| AES Corporation (AES) | 0.1 | $841k | 32k | 26.05 | |
| Wayfair Cl A (W) | 0.1 | $833k | 2.6k | 315.77 | |
| Uber Technologies (UBER) | 0.1 | $819k | 16k | 50.13 | |
| Fortive (FTV) | 0.1 | $809k | 12k | 69.74 | |
| Gilead Sciences (GILD) | 0.1 | $804k | 12k | 68.90 | |
| Apa Corporation (APA) | 0.1 | $802k | 37k | 21.62 | |
| McDonald's Corporation (MCD) | 0.1 | $800k | 3.5k | 231.01 | |
| General Dynamics Corporation (GD) | 0.1 | $799k | 4.2k | 188.31 | |
| Elanco Animal Health (ELAN) | 0.1 | $789k | 23k | 34.67 | |
| Tripadvisor (TRIP) | 0.1 | $785k | 20k | 40.32 | |
| News Corp Cl A (NWSA) | 0.1 | $782k | 30k | 25.78 | |
| Exelon Corporation (EXC) | 0.1 | $780k | 18k | 44.32 | |
| Anthem (ELV) | 0.1 | $779k | 2.0k | 381.68 | |
| Lithia Motors (LAD) | 0.1 | $775k | 2.3k | 343.68 | |
| Vontier Corporation (VNT) | 0.1 | $771k | 24k | 32.59 | |
| PG&E Corporation (PCG) | 0.1 | $757k | 74k | 10.17 | |
| Aon Shs Cl A (AON) | 0.1 | $755k | 3.2k | 238.85 | |
| Builders FirstSource (BLDR) | 0.1 | $747k | 18k | 42.63 | |
| Progressive Corporation (PGR) | 0.1 | $745k | 7.6k | 98.27 | |
| Lpl Financial Holdings (LPLA) | 0.1 | $741k | 5.5k | 135.07 | |
| Equitable Holdings (EQH) | 0.1 | $727k | 24k | 30.44 | |
| Cigna Corp (CI) | 0.1 | $724k | 3.1k | 237.14 | |
| Willis Towers Watson SHS (WTW) | 0.1 | $700k | 3.0k | 229.89 | |
| Iac Interactivecorp Com New (IAC) | 0.1 | $530k | 3.4k | 154.03 | |
| Tesla Motors (TSLA) | 0.1 | $510k | 750.00 | 680.00 | |
| Paypal Holdings (PYPL) | 0.0 | $386k | 1.3k | 291.32 | |
| Proshares Tr Ii Ultrashort Yen N (YCS) | 0.0 | $312k | 4.0k | 78.00 | |
| 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 | $68k | 1.3k | 54.40 | |
| Colgate-Palmolive Company (CL) | 0.0 | $61k | 750.00 | 81.33 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $60k | 450.00 | 133.33 | |
| Pfizer (PFE) | 0.0 | $59k | 1.5k | 39.33 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $55k | 600.00 | 91.67 | |
| Abbvie (ABBV) | 0.0 | $37k | 329.00 | 112.46 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $22k | 1.3k | 16.92 | |
| Viatris (VTRS) | 0.0 | $3.0k | 186.00 | 16.13 |
