Kemnay Advisory Services as of Dec. 31, 2021
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 34 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coinbase Global Com Cl A (COIN) | 9.7 | $69M | 273k | 252.37 | |
| Microsoft Corporation (MSFT) | 7.5 | $54M | 159k | 336.32 | |
| Amazon (AMZN) | 6.9 | $49M | 15k | 3334.35 | |
| Apple (AAPL) | 4.7 | $34M | 189k | 177.57 | |
| MercadoLibre (MELI) | 4.6 | $33M | 24k | 1348.41 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $30M | 101k | 299.00 | |
| Meta Platforms Cl A (META) | 3.9 | $28M | 84k | 336.35 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.9 | $28M | 9.6k | 2893.57 | |
| TransDigm Group Incorporated (TDG) | 3.9 | $28M | 44k | 636.27 | |
| Charter Communications Inc N Cl A (CHTR) | 3.8 | $27M | 42k | 651.97 | |
| Bank of America Corporation (BAC) | 3.8 | $27M | 605k | 44.49 | |
| Uber Technologies (UBER) | 3.7 | $26M | 628k | 41.93 | |
| American Express Company (AXP) | 3.6 | $26M | 156k | 163.60 | |
| JPMorgan Chase & Co. (JPM) | 3.4 | $24M | 154k | 158.35 | |
| Wisdomtree Tr Japn Hedge Eqt (DXJ) | 3.2 | $23M | 359k | 62.54 | |
| New York Times Cl A (NYT) | 3.0 | $21M | 436k | 48.30 | |
| Raytheon Technologies Corp (RTX) | 2.9 | $21M | 243k | 86.06 | |
| Sea Sponsord Ads (SE) | 2.9 | $20M | 91k | 223.71 | |
| Guidewire Software (GWRE) | 2.8 | $20M | 179k | 113.53 | |
| Intel Corporation (INTC) | 2.1 | $15M | 286k | 51.50 | |
| Qualcomm (QCOM) | 2.0 | $14M | 77k | 182.87 | |
| Unilever Spon Adr New (UL) | 1.8 | $13M | 232k | 53.79 | |
| Micron Technology (MU) | 1.7 | $12M | 132k | 93.15 | |
| Adobe Systems Incorporated (ADBE) | 1.5 | $11M | 19k | 567.04 | |
| Servicenow (NOW) | 1.4 | $10M | 16k | 649.09 | |
| salesforce (CRM) | 1.4 | $9.8M | 39k | 254.12 | |
| General Electric Com New (GE) | 1.3 | $9.5M | 101k | 94.47 | |
| Workday Cl A (WDAY) | 1.2 | $8.8M | 32k | 273.19 | |
| Yandex N V Shs Class A (YNDX) | 0.8 | $5.8M | 96k | 60.50 | |
| Qorvo (QRVO) | 0.8 | $5.6M | 36k | 156.39 | |
| Atlantica Sustainable Infr P SHS (AY) | 0.5 | $3.2M | 91k | 35.76 | |
| Barrick Gold Corp (GOLD) | 0.4 | $3.2M | 167k | 19.00 | |
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.3 | $2.1M | 58k | 36.83 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.3 | $2.1M | 122k | 17.13 |
