Kemnay Advisory Services as of March 31, 2025
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 24 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vornado Rlty Tr Sh Ben Int (VNO) | 40.6 | $216M | 5.8M | 36.99 | |
| Ishares Msci Japan Etf Msci Jpn Etf New (EWJ) | 11.2 | $60M | 870k | 68.56 | |
| Coinbase Global Com Cl A (COIN) | 7.5 | $40M | 232k | 172.23 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.0 | $26M | 159k | 166.00 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 3.2 | $17M | 32k | 532.58 | |
| Thermo Fisher Scientific (TMO) | 3.2 | $17M | 34k | 497.60 | |
| Visa Com Cl A (V) | 2.9 | $15M | 44k | 350.46 | |
| Mastercard Incorporated Cl A (MA) | 2.8 | $15M | 27k | 548.12 | |
| Microsoft Corporation (MSFT) | 2.7 | $14M | 38k | 375.39 | |
| Amazon (AMZN) | 2.5 | $13M | 69k | 190.26 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.4 | $13M | 83k | 156.23 | |
| Meta Platforms Cl A (META) | 2.3 | $12M | 22k | 576.36 | |
| NVIDIA Corporation (NVDA) | 2.2 | $12M | 110k | 108.38 | |
| CSX Corporation (CSX) | 1.9 | $9.9M | 337k | 29.43 | |
| Tempur-Pedic International (SGI) | 1.8 | $9.7M | 162k | 59.88 | |
| Oracle Corporation (ORCL) | 1.5 | $7.9M | 56k | 139.81 | |
| Danaher Corporation (DHR) | 1.4 | $7.6M | 37k | 205.00 | |
| Qualcomm (QCOM) | 1.3 | $6.8M | 45k | 153.61 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.3 | $6.8M | 664k | 10.24 | |
| MercadoLibre (MELI) | 1.0 | $5.1M | 2.6k | 1950.87 | |
| Apple (AAPL) | 0.6 | $3.0M | 63k | 47.27 | |
| Offerpad Solutions Com Cl A (OPAD) | 0.4 | $2.3M | 1.4M | 1.66 | |
| Sofi Technologies (SOFI) | 0.2 | $1.1M | 94k | 11.63 | |
| Vacasa Cl A New (VCSA) | 0.1 | $681k | 127k | 5.38 |
