Kemnay Advisory Services as of June 30, 2025
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 23 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vornado Rlty Tr Sh Ben Int (VNO) | 35.5 | $223M | 5.8M | 38.24 | |
| Coinbase Global Com Cl A (COIN) | 13.0 | $81M | 232k | 350.49 | |
| Ishares Msci Jpn Etf New (EWJ) | 10.4 | $65M | 870k | 74.97 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.9 | $37M | 163k | 226.49 | |
| NVIDIA Corporation (NVDA) | 2.8 | $18M | 112k | 157.99 | |
| Meta Platforms Cl A (META) | 2.8 | $18M | 24k | 738.09 | |
| Microsoft Corporation (MSFT) | 2.7 | $17M | 34k | 497.41 | |
| Thermo Fisher Scientific (TMO) | 2.6 | $16M | 40k | 405.46 | |
| Amazon (AMZN) | 2.6 | $16M | 74k | 219.39 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $16M | 90k | 177.39 | |
| Apple (AAPL) | 2.3 | $15M | 72k | 205.17 | |
| Visa Com Cl A (V) | 2.3 | $15M | 42k | 355.05 | |
| Mastercard Incorporated Cl A (MA) | 2.3 | $15M | 26k | 561.94 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $14M | 30k | 485.77 | |
| CSX Corporation (CSX) | 1.8 | $11M | 340k | 32.63 | |
| Oracle Corporation (ORCL) | 1.7 | $11M | 49k | 218.63 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.4 | $9.1M | 664k | 13.72 | |
| Danaher Corporation (DHR) | 1.2 | $7.9M | 40k | 197.54 | |
| Sofi Technologies (SOFI) | 1.1 | $7.2M | 396k | 18.21 | |
| MercadoLibre (MELI) | 1.1 | $6.9M | 2.7k | 2613.63 | |
| Tempur-Pedic International (SGI) | 1.0 | $6.3M | 92k | 68.05 | |
| Qualcomm (QCOM) | 0.4 | $2.8M | 18k | 159.26 | |
| Offerpad Solutions Com Cl A (OPAD) | 0.2 | $1.3M | 1.4M | 0.91 |
