Kemnay Advisory Services as of June 30, 2022
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 35 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 7.1 | $29M | 114k | 256.83 | |
| Amazon (AMZN) | 6.7 | $27M | 258k | 106.21 | |
| Raytheon Technologies Corp (RTX) | 5.9 | $25M | 255k | 96.11 | |
| American Express Company (AXP) | 4.5 | $18M | 132k | 138.62 | |
| Bank of America Corporation (BAC) | 4.3 | $18M | 567k | 31.13 | |
| Visa Com Cl A (V) | 4.2 | $17M | 89k | 196.89 | |
| JPMorgan Chase & Co. (JPM) | 4.2 | $17M | 154k | 112.61 | |
| TransDigm Group Incorporated (TDG) | 4.2 | $17M | 32k | 536.68 | |
| Mastercard Incorporated Cl A (MA) | 4.1 | $17M | 53k | 315.48 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.1 | $17M | 7.6k | 2187.48 | |
| Apple (AAPL) | 4.0 | $16M | 120k | 136.72 | |
| Unilever Spon Adr New (UL) | 4.0 | $16M | 356k | 45.83 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.8 | $15M | 57k | 273.02 | |
| Uber Technologies (UBER) | 3.7 | $15M | 744k | 20.46 | |
| Meta Platforms Cl A (META) | 3.5 | $14M | 88k | 161.25 | |
| Qualcomm (QCOM) | 3.2 | $13M | 104k | 127.74 | |
| Coinbase Global Com Cl A (COIN) | 3.1 | $13M | 273k | 47.02 | |
| MercadoLibre (MELI) | 2.9 | $12M | 19k | 636.89 | |
| Intel Corporation (INTC) | 2.6 | $11M | 286k | 37.41 | |
| General Electric Com New (GE) | 2.6 | $11M | 166k | 63.67 | |
| Guidewire Software (GWRE) | 2.4 | $10M | 141k | 70.99 | |
| New York Times Cl A (NYT) | 2.0 | $8.2M | 294k | 27.90 | |
| Vacasa Class A Com | 1.8 | $7.3M | 2.5M | 2.88 | |
| Offerpad Solutions Com Cl A | 1.5 | $6.2M | 2.8M | 2.18 | |
| Applied Materials (AMAT) | 1.4 | $5.9M | 65k | 90.97 | |
| Oracle Corporation (ORCL) | 1.2 | $5.1M | 73k | 69.88 | |
| Nokia Corp Sponsored Adr (NOK) | 1.2 | $5.0M | 1.1M | 4.61 | |
| salesforce (CRM) | 1.1 | $4.6M | 28k | 165.05 | |
| Micron Technology (MU) | 1.1 | $4.5M | 81k | 55.28 | |
| Barrick Gold Corp (GOLD) | 0.7 | $3.0M | 167k | 17.69 | |
| Atlantica Sustainable Infr P SHS | 0.7 | $2.9M | 91k | 32.26 | |
| Nxp Semiconductors N V (NXPI) | 0.7 | $2.8M | 19k | 148.00 | |
| Qorvo (QRVO) | 0.6 | $2.6M | 27k | 94.32 | |
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.5 | $2.1M | 58k | 35.61 | |
| Yandex N V Shs Class A (NBIS) | 0.4 | $1.8M | 96k | 18.94 |
