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 (NBIS) | 0.0 | $0 | 96k | 0.00 |
