Kemnay Advisory Services

Kemnay Advisory Services as of June 30, 2024

Portfolio Holdings for Kemnay Advisory Services

Kemnay Advisory Services holds 25 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vornado Rlty Tr Sh Ben Int (VNO) 31.9 $153M 5.8M 26.29
Coinbase Global Com Cl A (COIN) 12.6 $61M 273k 222.23
Ishares Msci Japan Etf Msci Jpn Etf New (EWJ) 12.3 $59M 870k 68.24
Charter Communications Inc N Cl A (CHTR) 3.4 $17M 55k 298.96
NVIDIA Corporation (NVDA) 3.4 $16M 132k 123.54
Qualcomm (QCOM) 2.9 $14M 70k 199.18
Apple (AAPL) 2.9 $14M 66k 210.62
Microsoft Corporation (MSFT) 2.7 $13M 30k 446.95
Meta Platforms Cl A (META) 2.7 $13M 26k 504.22
Alphabet Cap Stk Cl C (GOOG) 2.7 $13M 71k 183.42
Amazon (AMZN) 2.7 $13M 67k 193.25
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.5 $12M 30k 406.80
Mastercard Incorporated Cl A (MA) 2.5 $12M 27k 441.16
Visa Com Cl A (V) 2.4 $12M 44k 262.47
salesforce (CRM) 2.3 $11M 43k 257.10
CSX Corporation (CSX) 1.9 $9.1M 271k 33.45
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 1.7 $8.3M 48k 173.81
Oracle Corporation (ORCL) 1.4 $6.9M 49k 141.20
Tempur-Pedic International (TPX) 1.3 $6.4M 136k 47.34
Offerpad Solutions Com Cl A (OPAD) 1.3 $6.1M 1.4M 4.42
Thermo Fisher Scientific (TMO) 0.9 $4.3M 7.7k 553.00
MercadoLibre (MELI) 0.7 $3.2M 2.0k 1643.40
Danaher Corporation (DHR) 0.5 $2.6M 10k 249.85
Vacasa Cl A New (VCSA) 0.1 $616k 127k 4.87
Yandex N V Shs Class A (NBIS) 0.0 $0 96k 0.00