Kemnay Advisory Services Inc.
1,175 holdingsFiling period: 2026-06-30Current AUM: $798.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | VNO | VORNADO RLTY TR | 5.83M | $229.3M | $201.5M | 25.23% | -- | 2026-06-30 |
| 2 | EWJ | ISHARES INC | 1.14M | $106.3M | $110.5M | 13.83% | -- | 2026-06-30 |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 108.1K | $51.6M | $44.7M | 5.60% | +2.0K | 2026-06-30 |
| 4 | COIN | COINBASE GLOBAL INC | 295.1K | $43.1M | $50.8M | 6.36% | -66 | 2026-06-30 |
| 5 | V | VISA INC | 81.3K | $27.9M | $30.5M | 3.82% | +24.3K | 2026-06-30 |
| 6 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 55.7K | $27.9M | $27.9M | 3.49% | +18.8K | 2026-06-30 |
| 7 | MA | MASTERCARD INCORPORATED | 53.6K | $27.5M | $30.7M | 3.85% | +53.3K | 2026-06-30 |
| 8 | AAPL | APPLE INC | 94.7K | $27.4M | $31.4M | 3.93% | +22.1K | 2026-06-30 |
| 9 | NVDA | NVIDIA CORPORATION | 127.7K | $25.6M | $27.1M | 3.39% | +25.1K | 2026-06-30 |
| 10 | META | META PLATFORMS INC | 44.4K | $25.0M | $29.8M | 3.73% | +15.5K | 2026-06-30 |
| 11 | AMZN | AMAZON COM INC | 103.6K | $24.7M | $25.7M | 3.22% | +12.8K | 2026-06-30 |
| 12 | MSFT | MICROSOFT CORP | 66.0K | $24.6M | $32.8M | 4.11% | +18.6K | 2026-06-30 |
| 13 | GOOG | ALPHABET INC | 68.4K | $24.2M | $23.4M | 2.93% | +7.7K | 2026-06-30 |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | 38.0K | $19.0M | $24.3M | 3.05% | +359 | 2026-06-30 |
| 15 | MELI | MERCADOLIBRE INC | 8.5K | $14.4M | $15.5M | 1.94% | +1.9K | 2026-06-30 |
| 16 | FIS | FIDELITY NATL INFORMATION SV | 287.0K | $11.2M | $10.7M | 1.34% | +51.5K | 2026-06-30 |
| 17 | DHR | DANAHER CORP DEL | 54.4K | $10.4M | $11.4M | 1.43% | +8.8K | 2026-06-30 |
| 18 | GWRE | GUIDEWIRE SOFTWARE INC | 66.7K | $8.2M | $9.9M | 1.24% | +66.5K | 2026-06-30 |
| 19 | SGI | SOMNIGROUP INTERNATIONAL INC | 86.4K | $6.8M | $5.6M | 0.71% | +1.0K | 2026-06-30 |
| 20 | — | AMER SPORTS INC | 106.4K | $3.6M | $3.6M | 0.45% | +105.7K | 2026-06-30 |
| 21 | OPAD | OFFERPAD SOLUTIONS INC | 195.7K | $966K | $698K | 0.09% | -- | 2026-06-30 |
| 22 | GOOGL | ALPHABET INC | 2.0K | $698K | $674K | 0.08% | +206 | 2026-06-30 |
| 23 | AVGO | BROADCOM INC | 1.6K | $596K | $535K | 0.07% | +174 | 2026-06-30 |
| 24 | TSLA | TESLA INC | 1.1K | $474K | $402K | 0.05% | +121 | 2026-06-30 |
| 25 | MU | MICRON TECHNOLOGY INC | 381 | $439K | $353K | 0.04% | -6 | 2026-06-30 |
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