Kemnay Advisory Services as of June 30, 2023
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 24 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Charter Communications Inc N Cl A (CHTR) | 8.7 | $20M | 54k | 367.37 | |
| Coinbase Global Com Cl A (COIN) | 8.6 | $20M | 273k | 71.55 | |
| Oracle Corporation (ORCL) | 8.1 | $19M | 155k | 119.09 | |
| Offerpad Solutions Com Cl A (OPAD) | 7.9 | $18M | 1.4M | 12.96 | |
| Qualcomm (QCOM) | 6.7 | $15M | 128k | 119.04 | |
| Camden Ppty Tr Sh Ben Int (CPT) | 6.0 | $14M | 125k | 108.87 | |
| NVIDIA Corporation (NVDA) | 5.3 | $12M | 29k | 423.02 | |
| Meta Platforms Cl A (META) | 4.5 | $10M | 36k | 286.98 | |
| Amazon (AMZN) | 4.3 | $9.7M | 74k | 130.36 | |
| Uber Technologies (UBER) | 4.3 | $9.7M | 224k | 43.17 | |
| Apple (AAPL) | 4.2 | $9.6M | 49k | 193.97 | |
| Highwoods Properties (HIW) | 4.1 | $9.4M | 392k | 23.91 | |
| Microsoft Corporation (MSFT) | 4.1 | $9.2M | 27k | 340.54 | |
| salesforce (CRM) | 3.9 | $8.8M | 42k | 211.26 | |
| Visa Com Cl A (V) | 3.8 | $8.8M | 37k | 237.48 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.8 | $8.6M | 71k | 120.97 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.5 | $8.0M | 95k | 83.35 | |
| MercadoLibre (MELI) | 3.2 | $7.3M | 6.2k | 1184.60 | |
| Cousins Pptys Com New (CUZ) | 1.4 | $3.1M | 137k | 22.80 | |
| Public Storage (PSA) | 1.3 | $3.0M | 10k | 291.88 | |
| Applied Materials (AMAT) | 1.2 | $2.8M | 20k | 144.54 | |
| Vacasa Class A Com | 0.8 | $1.7M | 2.5M | 0.68 | |
| Digital Realty Trust (DLR) | 0.5 | $1.1M | 9.6k | 113.87 | |
| Yandex N V Shs Class A (YNDX) | 0.0 | $0 | 96k | 0.00 |
