Kemnay Advisory Services

Kemnay Advisory Services as of Sept. 30, 2024

Portfolio Holdings for Kemnay Advisory Services

Kemnay Advisory Services holds 24 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Vornado Rlty Tr Sh Ben Int (VNO) 41.6 $230M 5.8M 39.40
Ishares Msci Japan Etf Msci Jpn Etf New (EWJ) 11.3 $62M 870k 71.54
Coinbase Global Com Cl A (COIN) 8.3 $46M 256k 178.17
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 4.3 $24M 138k 173.67
Qualcomm (QCOM) 2.5 $14M 82k 170.05
Meta Platforms Cl A (META) 2.5 $14M 24k 572.44
Amazon (AMZN) 2.5 $14M 73k 186.33
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.4 $14M 29k 460.26
Apple (AAPL) 2.4 $13M 58k 233.00
Visa Com Cl A (V) 2.4 $13M 49k 274.95
Uber Technologies (UBER) 2.4 $13M 177k 75.16
Microsoft Corporation (MSFT) 2.4 $13M 31k 430.30
Alphabet Cap Stk Cl C (GOOG) 2.4 $13M 79k 167.19
NVIDIA Corporation (NVDA) 2.3 $13M 106k 121.44
Thermo Fisher Scientific (TMO) 1.8 $10M 16k 618.57
CSX Corporation (CSX) 1.7 $9.5M 275k 34.53
Tempur-Pedic International (TPX) 1.7 $9.3M 170k 54.60
Charter Communications Inc N Cl A (CHTR) 1.6 $8.8M 27k 324.08
Oracle Corporation (ORCL) 1.2 $6.7M 39k 170.40
Offerpad Solutions Com Cl A (OPAD) 1.0 $5.6M 1.4M 4.06
MercadoLibre (MELI) 0.6 $3.2M 1.5k 2051.96
Danaher Corporation (DHR) 0.5 $2.9M 10k 278.02
Vacasa Cl A New (VCSA) 0.1 $355k 127k 2.81
Nebius Group Shs Class A (NBIS) 0.0 $0 96k 0.00