Kemnay Advisory Services as of Dec. 31, 2022
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 23 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 10.9 | $22M | 90k | 239.82 | |
| Amazon (AMZN) | 8.7 | $17M | 207k | 84.00 | |
| Meta Platforms Cl A (META) | 7.6 | $15M | 126k | 120.34 | |
| Mastercard Incorporated Cl A (MA) | 7.5 | $15M | 43k | 347.73 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 7.4 | $15M | 48k | 308.90 | |
| Visa Com Cl A (V) | 7.4 | $15M | 71k | 207.76 | |
| Metropcs Communications (TMUS) | 7.2 | $14M | 103k | 140.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 6.7 | $13M | 151k | 88.73 | |
| Apple (AAPL) | 6.4 | $13M | 98k | 129.93 | |
| Uber Technologies (UBER) | 5.9 | $12M | 478k | 24.73 | |
| Coinbase Global Com Cl A (COIN) | 4.9 | $9.7M | 273k | 35.39 | |
| Qualcomm (QCOM) | 3.7 | $7.4M | 67k | 109.94 | |
| Oracle Corporation (ORCL) | 3.2 | $6.3M | 77k | 81.74 | |
| MercadoLibre (MELI) | 2.7 | $5.3M | 6.3k | 846.24 | |
| Charter Communications Inc N Cl A (CHTR) | 2.7 | $5.3M | 16k | 339.10 | |
| Vacasa Class A Com | 1.6 | $3.2M | 2.5M | 1.26 | |
| Nokia Corp Sponsored Adr (NOK) | 1.5 | $3.0M | 646k | 4.64 | |
| salesforce (CRM) | 1.1 | $2.2M | 17k | 132.59 | |
| Applied Materials (AMAT) | 1.0 | $1.9M | 20k | 97.38 | |
| Nxp Semiconductors N V (NXPI) | 0.9 | $1.8M | 11k | 158.03 | |
| Offerpad Solutions Com Cl A | 0.7 | $1.3M | 2.8M | 0.46 | |
| Micron Technology (MU) | 0.3 | $605k | 12k | 49.98 | |
| Yandex N V Shs Class A (YNDX) | 0.0 | $0 | 96k | 0.00 |
