Kemnay Advisory Services

Kemnay Advisory Services as of Dec. 31, 2023

Portfolio Holdings for Kemnay Advisory Services

Kemnay Advisory Services holds 23 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vornado Rlty Tr Sh Ben Int (VNO) 40.0 $165M 5.8M 28.25
Coinbase Global Com Cl A (COIN) 11.5 $48M 273k 173.92
Charter Communications Inc N Cl A (CHTR) 5.4 $22M 57k 388.68
Qualcomm (QCOM) 4.3 $18M 123k 144.63
Oracle Corporation (ORCL) 4.0 $16M 155k 105.43
Offerpad Solutions Com Cl A (OPAD) 3.4 $14M 1.4M 10.25
Uber Technologies (UBER) 2.9 $12M 193k 61.57
Mastercard Incorporated Cl A (MA) 2.7 $11M 26k 426.51
Visa Com Cl A (V) 2.6 $11M 42k 260.35
Meta Platforms Cl A (META) 2.6 $11M 31k 353.96
Amazon (AMZN) 2.6 $11M 71k 151.94
Alphabet Cap Stk Cl C (GOOG) 2.6 $11M 76k 140.93
Apple (AAPL) 2.6 $11M 55k 192.53
Microsoft Corporation (MSFT) 2.5 $11M 28k 376.04
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $10M 29k 356.66
NVIDIA Corporation (NVDA) 2.5 $10M 21k 495.22
CSX Corporation (CSX) 2.2 $8.9M 258k 34.67
Tempur-Pedic International (TPX) 1.1 $4.6M 90k 50.97
MercadoLibre (MELI) 0.8 $3.4M 2.2k 1571.54
Applied Materials (AMAT) 0.7 $3.0M 18k 162.07
Vacasa Cl A New (VCSA) 0.3 $1.0M 127k 8.20
Spotify Technology S A SHS (SPOT) 0.1 $550k 2.9k 187.91
Yandex N V Shs Class A (YNDX) 0.0 $0 96k 0.00