Kemnay Advisory Services as of March 31, 2024
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 24 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vornado Rlty Tr Sh Ben Int (VNO) | 32.3 | $168M | 5.8M | 28.77 | |
| Coinbase Global Com Cl A (COIN) | 13.9 | $73M | 273k | 265.12 | |
| Ishares Msci Japan Etf Msci Jpn Etf New (EWJ) | 11.9 | $62M | 870k | 71.35 | |
| Oracle Corporation (ORCL) | 3.6 | $19M | 148k | 125.61 | |
| Charter Communications Inc N Cl A (CHTR) | 3.2 | $17M | 57k | 290.63 | |
| NVIDIA Corporation (NVDA) | 2.9 | $15M | 17k | 903.56 | |
| Qualcomm (QCOM) | 2.7 | $14M | 83k | 169.30 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.6 | $13M | 87k | 152.26 | |
| Amazon (AMZN) | 2.5 | $13M | 73k | 180.38 | |
| salesforce (CRM) | 2.5 | $13M | 43k | 301.18 | |
| Mastercard Incorporated Cl A (MA) | 2.5 | $13M | 27k | 481.57 | |
| Meta Platforms Cl A (META) | 2.5 | $13M | 27k | 485.58 | |
| Microsoft Corporation (MSFT) | 2.5 | $13M | 31k | 420.72 | |
| Visa Com Cl A (V) | 2.4 | $13M | 45k | 279.08 | |
| Uber Technologies (UBER) | 2.3 | $12M | 158k | 76.99 | |
| Apple (AAPL) | 2.2 | $12M | 68k | 171.48 | |
| Offerpad Solutions Com Cl A (OPAD) | 2.1 | $11M | 1.4M | 8.10 | |
| CSX Corporation (CSX) | 1.8 | $9.6M | 258k | 37.07 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.2 | $6.1M | 45k | 136.05 | |
| Tempur-Pedic International (TPX) | 1.0 | $5.1M | 90k | 56.82 | |
| Applied Materials (AMAT) | 0.6 | $3.3M | 16k | 206.23 | |
| MercadoLibre (MELI) | 0.6 | $3.3M | 2.2k | 1511.96 | |
| Vacasa Cl A New (VCSA) | 0.2 | $863k | 127k | 6.82 | |
| Yandex N V Shs Class A (NBIS) | 0.0 | $0 | 96k | 0.00 |
