Kemnay Advisory Services as of Dec. 31, 2024
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 24 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vornado Rlty Tr Sh Ben Int (VNO) | 44.1 | $245M | 5.8M | 42.04 | |
| Ishares Msci Japan Etf Msci Jpn Etf New (EWJ) | 10.5 | $58M | 870k | 67.10 | |
| Coinbase Global Com Cl A (COIN) | 10.4 | $58M | 232k | 248.30 | |
| Thermo Fisher Scientific (TMO) | 2.4 | $13M | 26k | 520.23 | |
| Apple (AAPL) | 2.3 | $13M | 50k | 250.42 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $12M | 65k | 190.44 | |
| Amazon (AMZN) | 2.2 | $12M | 56k | 219.39 | |
| Meta Platforms Cl A (META) | 2.1 | $12M | 20k | 585.51 | |
| salesforce (CRM) | 2.1 | $12M | 35k | 334.33 | |
| Visa Com Cl A (V) | 2.1 | $12M | 36k | 316.04 | |
| Microsoft Corporation (MSFT) | 2.1 | $11M | 27k | 421.50 | |
| Mastercard Incorporated Cl A (MA) | 2.0 | $11M | 22k | 526.57 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.0 | $11M | 57k | 197.49 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $11M | 24k | 453.28 | |
| NVIDIA Corporation (NVDA) | 1.9 | $11M | 80k | 134.29 | |
| Qualcomm (QCOM) | 1.6 | $9.2M | 60k | 153.62 | |
| Tempur-Pedic International (SGI) | 1.6 | $9.0M | 159k | 56.69 | |
| CSX Corporation (CSX) | 1.6 | $8.9M | 277k | 32.27 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.2 | $6.9M | 664k | 10.36 | |
| Danaher Corporation (DHR) | 1.2 | $6.5M | 28k | 229.55 | |
| Oracle Corporation (ORCL) | 1.0 | $5.7M | 34k | 166.64 | |
| Offerpad Solutions Com Cl A (OPAD) | 0.7 | $3.9M | 1.4M | 2.85 | |
| MercadoLibre (MELI) | 0.7 | $3.8M | 2.2k | 1700.44 | |
| Vacasa Cl A New (VCSA) | 0.1 | $620k | 127k | 4.90 |
