Kemnay Advisory Services as of Sept. 30, 2021
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 87 positions in its portfolio as reported in the September 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 | $69M | 304k | 227.48 | |
| Microsoft Corporation (MSFT) | 7.4 | $56M | 200k | 281.92 | |
| Amazon (AMZN) | 7.2 | $55M | 17k | 3285.07 | |
| MercadoLibre (MELI) | 5.4 | $41M | 25k | 1679.41 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 4.5 | $34M | 232k | 148.05 | |
| TransDigm Group Incorporated (TDG) | 4.4 | $34M | 54k | 624.56 | |
| Sea Sponsord Ads (SE) | 4.3 | $33M | 102k | 318.73 | |
| Apple (AAPL) | 4.1 | $31M | 219k | 141.50 | |
| Facebook Cl A (META) | 4.0 | $31M | 90k | 339.39 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.0 | $31M | 112k | 272.94 | |
| Charter Communications Inc N Cl A (CHTR) | 3.8 | $29M | 40k | 727.56 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.4 | $26M | 9.7k | 2665.33 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 3.1 | $23M | 368k | 63.16 | |
| New York Times Cl A (NYT) | 2.9 | $22M | 453k | 49.27 | |
| Guidewire Software (GWRE) | 2.8 | $21M | 179k | 118.87 | |
| American Express Company (AXP) | 2.8 | $21M | 125k | 167.53 | |
| Bank of America Corporation (BAC) | 2.7 | $21M | 493k | 42.45 | |
| JPMorgan Chase & Co. (JPM) | 2.6 | $20M | 123k | 163.69 | |
| Raytheon Technologies Corp (RTX) | 2.1 | $16M | 184k | 85.96 | |
| Unilever Spon Adr New (UL) | 1.7 | $13M | 233k | 54.22 | |
| salesforce (CRM) | 1.6 | $12M | 45k | 271.22 | |
| Adobe Systems Incorporated (ADBE) | 1.5 | $12M | 20k | 575.72 | |
| Servicenow (NOW) | 1.5 | $11M | 18k | 622.25 | |
| Intel Corporation (INTC) | 1.3 | $10M | 189k | 53.28 | |
| Micron Technology (MU) | 1.2 | $9.4M | 132k | 70.98 | |
| Workday Cl A (WDAY) | 1.2 | $8.9M | 36k | 249.89 | |
| Yandex N V Shs Class A (YNDX) | 1.0 | $7.6M | 96k | 79.69 | |
| Qorvo (QRVO) | 0.8 | $6.0M | 36k | 167.20 | |
| Paypal Holdings (PYPL) | 0.8 | $6.0M | 23k | 260.22 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $5.2M | 1.9k | 2673.73 | |
| General Electric Com New (GE) | 0.7 | $5.0M | 48k | 103.04 | |
| Baidu Spon Adr Rep A (BIDU) | 0.5 | $3.6M | 24k | 153.74 | |
| Atlantica Sustainable Infr P SHS (AY) | 0.4 | $3.1M | 91k | 34.51 | |
| Barrick Gold Corp (GOLD) | 0.4 | $3.0M | 167k | 18.05 | |
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.3 | $2.3M | 58k | 38.81 | |
| Latch (LTCH) | 0.3 | $2.1M | 183k | 11.27 | |
| Tesla Motors (TSLA) | 0.2 | $1.2M | 1.6k | 775.29 | |
| Alcoa (AA) | 0.1 | $1.1M | 23k | 48.96 | |
| Dick's Sporting Goods (DKS) | 0.1 | $880k | 7.4k | 119.71 | |
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $877k | 14k | 62.36 | |
| AES Corporation (AES) | 0.1 | $855k | 38k | 22.82 | |
| Uber Technologies (UBER) | 0.1 | $854k | 19k | 44.82 | |
| Expedia Group Com New (EXPE) | 0.1 | $836k | 5.1k | 163.99 | |
| Dollar Tree (DLTR) | 0.1 | $792k | 8.3k | 95.78 | |
| Crown Holdings (CCK) | 0.1 | $789k | 7.8k | 100.77 | |
| Markel Corporation (MKL) | 0.1 | $783k | 655.00 | 1195.42 | |
| NCR Corporation (VYX) | 0.1 | $776k | 20k | 38.76 | |
| Repligen Corporation (RGEN) | 0.1 | $773k | 2.7k | 288.86 | |
| Match Group (MTCH) | 0.1 | $761k | 4.8k | 157.04 | |
| Marvell Technology (MRVL) | 0.1 | $759k | 13k | 60.32 | |
| 0.1 | $727k | 12k | 60.42 | ||
| Fidelity National Financial Fnf Group Com (FNF) | 0.1 | $726k | 16k | 45.34 | |
| Rh (RH) | 0.1 | $722k | 1.1k | 666.67 | |
| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $715k | 1.4k | 515.50 | |
| Monolithic Power Systems (MPWR) | 0.1 | $707k | 1.5k | 484.58 | |
| Hubspot (HUBS) | 0.1 | $694k | 1.0k | 676.41 | |
| Take-Two Interactive Software (TTWO) | 0.1 | $667k | 4.3k | 153.97 | |
| Farfetch Ord Sh Cl A (FTCHF) | 0.1 | $661k | 18k | 37.51 | |
| Elastic N V Ord Shs (ESTC) | 0.1 | $651k | 4.4k | 148.90 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $643k | 354.00 | 1816.38 | |
| Coupa Software | 0.1 | $640k | 2.9k | 219.25 | |
| Builders FirstSource (BLDR) | 0.1 | $628k | 12k | 51.76 | |
| Twilio Cl A (TWLO) | 0.1 | $597k | 1.9k | 318.91 | |
| Deckers Outdoor Corporation (DECK) | 0.1 | $577k | 1.6k | 360.17 | |
| Ringcentral Cl A (RNG) | 0.1 | $573k | 2.6k | 217.46 | |
| Five9 (FIVN) | 0.1 | $569k | 3.6k | 159.79 | |
| Docusign (DOCU) | 0.1 | $539k | 2.1k | 257.28 | |
| Lithia Motors (LAD) | 0.1 | $517k | 1.6k | 316.79 | |
| Carvana Cl A (CVNA) | 0.1 | $469k | 1.6k | 301.22 | |
| Square Cl A (SQ) | 0.1 | $453k | 1.9k | 240.06 | |
| Moderna (MRNA) | 0.1 | $414k | 1.1k | 384.40 | |
| Shopify Cl A (SHOP) | 0.1 | $392k | 289.00 | 1356.40 | |
| Roku Com Cl A (ROKU) | 0.0 | $374k | 1.2k | 313.76 | |
| Peloton Interactive Cl A Com (PTON) | 0.0 | $329k | 3.8k | 86.92 | |
| Zoom Video Communications In Cl A (ZM) | 0.0 | $320k | 1.2k | 261.22 | |
| Proshares Tr Ii Ultrashort Yen N (YCS) | 0.0 | $312k | 4.0k | 78.00 | |
| eBay (EBAY) | 0.0 | $92k | 1.3k | 69.43 | |
| Procter & Gamble Company (PG) | 0.0 | $84k | 600.00 | 140.00 | |
| Johnson & Johnson (JNJ) | 0.0 | $81k | 500.00 | 162.00 | |
| Coca-Cola Company (KO) | 0.0 | $66k | 1.3k | 52.80 | |
| Pfizer (PFE) | 0.0 | $65k | 1.5k | 43.33 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $60k | 450.00 | 133.33 | |
| Colgate-Palmolive Company (CL) | 0.0 | $57k | 750.00 | 76.00 | |
| Novartis Sponsored Adr (NVS) | 0.0 | $49k | 600.00 | 81.67 | |
| Abbvie (ABBV) | 0.0 | $35k | 329.00 | 106.38 | |
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $20k | 1.3k | 15.38 | |
| Viatris (VTRS) | 0.0 | $3.0k | 186.00 | 16.13 |
