Kemnay Advisory Services Inc.
- SEC CIK
- 0001555283
- Latest filing
- Aug 14, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 13, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 22
- −1 vs. Q2 2025
- Portfolio value
- $657.5M
- +$28.8M (+4.6%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VNOVornado Realty Trust | SH BEN INT | 5,834,481 | $236.5M | 36.0% | 00.0% | Unchanged | History |
| iShares Inc46434G822 | MSCI JAPAN ETF | 869,500 | $69.7M | 10.6% | 00.0% | Unchanged | – |
| COINCoinbase Global, Inc. | COM CL A | 205,300 | $69.3M | 10.5% | −27,046−11.6% | Reduced | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 149,692 | $41.8M | 6.4% | −13,667−8.4% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 82,439 | $20.1M | 3.1% | −7,740−8.6% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 39,920 | $19.4M | 2.9% | 00.0% | Unchanged | History |
| AAPLApple Inc. | Stock | 73,822 | $18.8M | 2.9% | +2,009+2.8% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 35,646 | $17.9M | 2.7% | +6,125+20.7% | Added | History |
| NVDANVIDIA Corp | Stock | 92,432 | $17.2M | 2.6% | −19,781−17.6% | Reduced | History |
| VVisa Inc. | Stock | 49,548 | $16.9M | 2.6% | +8,059+19.4% | Added | History |
| MSFTMicrosoft Corp | Stock | 32,458 | $16.8M | 2.6% | −1,190−3.5% | Reduced | History |
| COFCapital One Financial Corp | Stock | 78,740 | $16.7M | 2.5% | +78,740 | New | History |
| AMZNAmazon Com Inc | Stock | 73,914 | $16.2M | 2.5% | +241+0.3% | Added | History |
| METAMeta Platforms, Inc. | Stock | 21,550 | $15.8M | 2.4% | −2,334−9.8% | Reduced | History |
| CSXCSX Corp | Stock | 340,228 | $12.1M | 1.8% | 00.0% | Unchanged | History |
| INTUIntuit Inc. | Stock | 16,808 | $11.5M | 1.7% | +16,808 | New | History |
| MELIMercadolibre Inc | COM | 4,238 | $9.90M | 1.5% | +1,588+59.9% | Added | History |
| DHRDanaher Corp | Stock | 49,190 | $9.75M | 1.5% | +9,423+23.7% | Added | History |
| SGISomnigroup International Inc. | COM | 89,505 | $7.55M | 1.1% | −2,930−3.2% | Reduced | History |
| OPADOfferpad Solutions Inc. | COM CL A | 1,379,507 | $5.75M | 0.9% | 00.0% | Unchanged | History |
| ORCLOracle Corp | Stock | 17,633 | $4.96M | 0.8% | −31,134−63.8% | Reduced | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 175,321 | $2.83M | 0.4% | +175,321 | New | History |
Sold out since Q2 2025 (4)
Positions held at the end of Q2 2025 that are gone from this filing.
| Security | Class | Shares in Q2 2025 | Value in Q2 2025 | % of portfolio in Q2 2025 | History |
|---|---|---|---|---|---|
| MAMastercard Inc | Stock | 25,990 | $14.6M | 2.3% | History |
| NUNu Holdings Ltd. | ORD SHS CL A | 664,444 | $9.12M | 1.4% | History |
| SOFISoFi Technologies, Inc. | Stock | 396,149 | $7.21M | 1.1% | History |
| QCOMQualcomm Inc | Stock | 17,454 | $2.78M | 0.4% | History |