Kemnay Advisory Services as of Sept. 30, 2022
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 34 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 6.6 | $20M | 88k | 232.90 | |
| Amazon (AMZN) | 6.4 | $20M | 177k | 113.00 | |
| Coinbase Global Com Cl A (COIN) | 5.7 | $18M | 273k | 64.49 | |
| Metropcs Communications (TMUS) | 5.1 | $16M | 118k | 134.17 | |
| Raytheon Technologies Corp (RTX) | 5.1 | $16M | 192k | 81.86 | |
| Unilever Spon Adr New (UL) | 5.0 | $16M | 356k | 43.84 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.8 | $15M | 56k | 267.03 | |
| Visa Com Cl A (V) | 4.6 | $14M | 80k | 177.65 | |
| Apple (AAPL) | 4.4 | $14M | 99k | 138.20 | |
| Mastercard Incorporated Cl A (MA) | 4.4 | $14M | 48k | 284.34 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.3 | $14M | 140k | 96.15 | |
| Servicenow (NOW) | 4.2 | $13M | 35k | 377.60 | |
| Meta Platforms Cl A (META) | 4.2 | $13M | 96k | 135.68 | |
| American Express Company (AXP) | 4.2 | $13M | 96k | 134.91 | |
| Bank of America Corporation (BAC) | 3.9 | $12M | 404k | 30.20 | |
| JPMorgan Chase & Co. (JPM) | 3.6 | $11M | 107k | 104.50 | |
| General Electric Com New (GE) | 3.3 | $10M | 166k | 61.91 | |
| MercadoLibre (MELI) | 3.0 | $9.4M | 11k | 827.77 | |
| Vacasa Class A Com | 2.5 | $7.8M | 2.5M | 3.07 | |
| Intel Corporation (INTC) | 2.4 | $7.4M | 286k | 25.77 | |
| Qualcomm (QCOM) | 2.2 | $6.9M | 61k | 112.98 | |
| Oracle Corporation (ORCL) | 1.5 | $4.7M | 77k | 61.07 | |
| Guidewire Software (GWRE) | 1.1 | $3.5M | 56k | 61.58 | |
| Offerpad Solutions Com Cl A | 1.1 | $3.4M | 2.8M | 1.21 | |
| Applied Materials (AMAT) | 1.0 | $3.2M | 39k | 81.93 | |
| Nokia Corp Sponsored Adr (NOK) | 0.9 | $2.8M | 646k | 4.27 | |
| Barrick Gold Corp (GOLD) | 0.8 | $2.6M | 167k | 15.50 | |
| salesforce (CRM) | 0.8 | $2.4M | 17k | 143.81 | |
| Atlantica Sustainable Infr P SHS (AY) | 0.8 | $2.4M | 91k | 26.29 | |
| Brookfield Renewable Corp Cl A Sub Vtg (BEPC) | 0.6 | $1.9M | 58k | 32.68 | |
| Yandex N V Shs Class A (YNDX) | 0.6 | $1.8M | 96k | 18.94 | |
| Nxp Semiconductors N V (NXPI) | 0.5 | $1.7M | 11k | 147.47 | |
| Charter Communications Inc N Cl A (CHTR) | 0.4 | $1.3M | 4.2k | 303.41 | |
| Micron Technology (MU) | 0.2 | $606k | 12k | 50.06 |
