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Kemnay Advisory Services Inc. 13F holdings

Filed 2026-08-14 · Kemnay Advisory Services Inc. · 1,169 positions · $791.5M

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TickerCompanySharesValue% of portfolio
VNOVORNADO RLTY TR5.8M$229.3M29.0%
EWJISHARES INC1.1M$106.3M13.4%
TSMTAIWAN SEMICONDUCTOR MANUFAC108.1K$51.6M6.5%
COINCOINBASE GLOBAL INC295.1K$43.1M5.5%
VVISA INC81.3K$27.9M3.5%
BRK-BBERKSHIRE HATHAWAY INC DEL55.7K$27.9M3.5%
MAMASTERCARD INCORPORATED53.6K$27.5M3.5%
AAPLAPPLE INC94.7K$27.4M3.5%
NVDANVIDIA CORPORATION127.7K$25.6M3.2%
METAMETA PLATFORMS INC44.4K$25.0M3.2%
AMZNAMAZON COM INC103.6K$24.7M3.1%
MSFTMICROSOFT CORP66.0K$24.6M3.1%
GOOGALPHABET INC68.4K$24.2M3.1%
TMOTHERMO FISHER SCIENTIFIC INC38.0K$19.0M2.4%
MELIMERCADOLIBRE INC8.5K$14.4M1.8%
FISFIDELITY NATL INFORMATION SV287.0K$11.2M1.4%
DHRDANAHER CORP DEL54.4K$10.4M1.3%
GWREGUIDEWIRE SOFTWARE INC66.7K$8.2M1.0%
SGISOMNIGROUP INTERNATIONAL INC86.4K$6.8M0.9%
—AMER SPORTS INC106.4K$3.6M0.5%
—OFFERPAD SOLUTIONS INC195.7K$966,8270.1%
GOOGLALPHABET INC2.0K$698,3010.1%
AVGOBROADCOM INC1.6K$596,0900.1%
TSLATESLA INC1.1K$474,8570.1%
MUMICRON TECHNOLOGY INC381$439,7840.1%
LLYELI LILLY & CO303$363,4270.0%
AMDADVANCED MICRO DEVICES INC549$318,9200.0%
IWBISHARES TR743$304,2590.0%
IWMISHARES TR1.0K$303,7550.0%
JPMJPMORGAN CHASE & CO897$293,6150.0%
FIGFIGMA INC13.3K$240,1270.0%
INDVINDIVIOR PHARMACEUTICALS INC5.8K$239,1640.0%
BTSGBRIGHTSPRING HEALTH SVCS INC3.4K$237,1860.0%
PLXSPLEXUS CORP766$230,3130.0%
LRCXLAM RESEARCH CORP512$221,8650.0%
TJXTJX COS INC NEW1.5K$221,0390.0%
WDCWESTERN DIGITAL CORP342$218,4420.0%
BCPCBALCHEM CORP1.3K$212,7080.0%
APHAMPHENOL CORP1.2K$212,4660.0%
VZVERIZON COMMUNICATIONS INC4.9K$209,1600.0%
AMATAPPLIED MATLS INC278$200,9940.0%
EXMOCEXXON MOBIL CORP1.5K$200,8420.0%
INTCINTEL CORP1.4K$193,5270.0%
PRVAPRIVIA HEALTH GROUP INC7.3K$187,0310.0%
AGYSAGILYSYS INC1.8K$185,5920.0%
DBDDIEBOLD NIXDORF INC2.2K$184,3230.0%
—ICHOR HOLDINGS1.6K$183,8020.0%
FSSFEDERAL SIGNAL CORP1.4K$183,6120.0%
WMTWALMART INC1.6K$183,4810.0%
ABBVABBVIE INC721$181,4320.0%
NSSCNAPCO SEC TECHNOLOGIES INC4.7K$179,6070.0%
CVSCVS HEALTH CORP1.7K$177,8310.0%
ADPTADAPTIVE BIOTECHNOLOGIES COR8.3K$177,6060.0%
ECPGENCORE CAP GROUP INC1.9K$174,7320.0%
VCELVERICEL CORP3.9K$173,6440.0%
WSTWEST PHARMACEUTICAL SVSC INC471$169,0890.0%
KBHKB HOME2.7K$168,3050.0%
HAPNHAPPEN INC8.1K$167,9110.0%
CTOSCUSTOM TRUCK ONE SOURCE INC14.2K$167,5130.0%
KNKNOWLES CORP4.0K$167,0400.0%
Top Fund Holdings
13F
Top Fund Holdings

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