Kemnay Advisory Services as of Sept. 30, 2025
Portfolio Holdings for Kemnay Advisory Services
Kemnay Advisory Services holds 22 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vornado Rlty Tr Sh Ben Int (VNO) | 36.0 | $237M | 5.8M | 40.53 | |
| Ishares Msci Jpn Etf New (EWJ) | 10.6 | $70M | 870k | 80.21 | |
| Coinbase Global Com Cl A (COIN) | 10.5 | $69M | 205k | 337.49 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.4 | $42M | 150k | 279.29 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $20M | 82k | 243.55 | |
| Thermo Fisher Scientific (TMO) | 2.9 | $19M | 40k | 485.02 | |
| Apple (AAPL) | 2.9 | $19M | 74k | 254.63 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.7 | $18M | 36k | 502.74 | |
| NVIDIA Corporation (NVDA) | 2.6 | $17M | 92k | 186.58 | |
| Visa Com Cl A (V) | 2.6 | $17M | 50k | 341.38 | |
| Microsoft Corporation (MSFT) | 2.6 | $17M | 33k | 517.95 | |
| Capital One Financial (COF) | 2.5 | $17M | 79k | 212.58 | |
| Amazon (AMZN) | 2.5 | $16M | 74k | 219.57 | |
| Meta Platforms Cl A (META) | 2.4 | $16M | 22k | 734.38 | |
| CSX Corporation (CSX) | 1.8 | $12M | 340k | 35.51 | |
| Intuit (INTU) | 1.7 | $12M | 17k | 682.91 | |
| MercadoLibre (MELI) | 1.5 | $9.9M | 4.2k | 2336.94 | |
| Danaher Corporation (DHR) | 1.5 | $9.8M | 49k | 198.26 | |
| Tempur-Pedic International (SGI) | 1.1 | $7.5M | 90k | 84.33 | |
| Offerpad Solutions Com Cl A (OPAD) | 0.9 | $5.8M | 1.4M | 4.17 | |
| Oracle Corporation (ORCL) | 0.8 | $5.0M | 18k | 281.24 | |
| Joby Aviation Common Stock (JOBY) | 0.4 | $2.8M | 175k | 16.14 |
