Kemnay Advisory Services as of March 31, 2022
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 34 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Coinbase Global Com Cl A (COIN) | 9.2 | $52M | 273k | 189.86 | |
| Amazon (AMZN) | 7.0 | $39M | 12k | 3259.91 | |
| Microsoft Corporation (MSFT) | 6.6 | $37M | 120k | 308.31 | |
| Raytheon Technologies Corp (RTX) | 4.5 | $25M | 255k | 99.07 | |
| American Express Company (AXP) | 4.4 | $25M | 132k | 187.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.4 | $25M | 70k | 352.91 | |
| Bank of America Corporation (BAC) | 4.2 | $23M | 567k | 41.22 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.0 | $23M | 8.1k | 2792.98 | |
| MercadoLibre (MELI) | 4.0 | $23M | 19k | 1189.50 | |
| Apple (AAPL) | 4.0 | $22M | 127k | 174.61 | |
| Meta Platforms Cl A (META) | 3.9 | $22M | 100k | 222.36 | |
| Uber Technologies (UBER) | 3.8 | $21M | 594k | 35.68 | |
| JPMorgan Chase & Co. (JPM) | 3.7 | $21M | 154k | 136.32 | |
| Charter Communications Inc N Cl A (CHTR) | 3.5 | $20M | 36k | 545.51 | |
| Sea Sponsord Ads (SE) | 3.1 | $18M | 147k | 119.79 | |
| Unilever Spon Adr New (UL) | 2.9 | $16M | 356k | 45.57 | |
| Qualcomm (QCOM) | 2.8 | $16M | 104k | 152.82 | |
| General Electric Com New (GE) | 2.7 | $15M | 166k | 91.50 | |
| Offerpad Solutions Com Cl A | 2.5 | $14M | 2.8M | 5.03 | |
| Intel Corporation (INTC) | 2.5 | $14M | 286k | 49.56 | |
| New York Times Cl A (NYT) | 2.4 | $14M | 294k | 45.84 | |
| Guidewire Software (GWRE) | 2.4 | $13M | 141k | 94.62 | |
| TransDigm Group Incorporated (TDG) | 1.9 | $11M | 17k | 651.52 | |
| Visa Com Cl A (V) | 1.9 | $11M | 48k | 221.77 | |
| Micron Technology (MU) | 1.1 | $6.3M | 81k | 77.89 | |
| Oracle Corporation (ORCL) | 1.1 | $6.0M | 73k | 82.74 | |
| salesforce (CRM) | 1.1 | $5.9M | 28k | 212.32 | |
| Nokia Corp Sponsored Adr (NOK) | 1.0 | $5.9M | 1.1M | 5.46 | |
| Barrick Gold Corp (GOLD) | 0.7 | $4.1M | 167k | 24.53 | |
| Nxp Semiconductors N V (NXPI) | 0.6 | $3.5M | 19k | 185.10 | |
| Qorvo (QRVO) | 0.6 | $3.4M | 27k | 124.10 | |
| Atlantica Sustainable Infr P SHS | 0.6 | $3.2M | 91k | 35.07 | |
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.5 | $2.6M | 58k | 43.80 | |
| Yandex N V Shs Class A (NBIS) | 0.3 | $1.8M | 96k | 18.94 |
