Kemnay Advisory Services Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Kemnay Advisory Services Inc. disclosed 1169 stock positions valued at approximately $791.48M as of quarter-end June 30, 2026. The largest holdings include VORNADO RLTY TR, ISHARES INC, and TAIWAN SEMICONDUCTOR MANUFAC.
- Report Period
- June 30, 2026
- No. of Stocks
- 1169
- Portfolio Value
- $791.48M
Holdings by Sector
Kemnay Advisory Services Inc. Portfolio Holdings in Q2 2026
1108 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VORNADO RLTY TR | VNO | Real Estate | 28.97% | 5,834,481 | - | - | $229,295,103 |
| ISHARES INC | EWJ | Other | 13.43% | 1,139,610 | - | - | $106,291,425 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 6.52% | 108,077 | +1,994 | +1.88% | $51,614,333 |
| COINBASE GLOBAL INC | COIN | Financial Services | 5.45% | 295,121 | -66 | -0.02% | $43,143,739 |
| VISA INC | V | Financial Services | 3.52% | 81,262 | +24,302 | +42.67% | $27,880,180 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 3.52% | 55,690 | +18,823 | +51.06% | $27,866,719 |
| MASTERCARD INCORPORATED | MA | Financial Services | 3.48% | 53,561 | +53,300 | +20421.46% | $27,508,930 |
| APPLE INC | AAPL | Technology | 3.46% | 94,671 | +22,135 | +30.52% | $27,394,001 |
| NVIDIA CORPORATION | NVDA | Technology | 3.23% | 127,745 | +25,093 | +24.44% | $25,560,497 |
| META PLATFORMS INC | META | Communication Services | 3.16% | 44,425 | +15,526 | +53.73% | $25,024,158 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.12% | 103,553 | +12,785 | +14.09% | $24,680,822 |
| MICROSOFT CORP | MSFT | Technology | 3.11% | 65,970 | +18,625 | +39.34% | $24,608,129 |
| ALPHABET INC | GOOG | Communication Services | 3.05% | 68,427 | +7,667 | +12.62% | $24,177,312 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 2.40% | 37,955 | +359 | +0.95% | $19,029,119 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 1.81% | 8,463 | +1,936 | +29.66% | $14,365,012 |
| FIDELITY NATL INFORMATION SV | FIS | Technology | 1.41% | 286,976 | +51,516 | +21.88% | $11,157,627 |
| DANAHER CORP DEL | DHR | Healthcare | 1.31% | 54,382 | +8,832 | +19.39% | $10,358,684 |
| GUIDEWIRE SOFTWARE INC | GWRE | Technology | 1.04% | 66,672 | +66,510 | +41055.56% | $8,203,989 |
| SOMNIGROUP INTERNATIONAL INC | TPX | Consumer Cyclical | 0.86% | 86,425 | +1,029 | +1.20% | $6,775,720 |
| AMER SPORTS INC | AS | Other | 0.46% | 106,447 | +105,735 | +14850.42% | $3,602,166 |
| ALPHABET INC | GOOGL | Communication Services | 0.09% | 1,954 | +206 | +11.78% | $698,301 |
| BROADCOM INC | AVGO | Technology | 0.08% | 1,578 | +174 | +12.39% | $596,090 |
| TESLA INC | TSLA | Consumer Cyclical | 0.06% | 1,129 | +121 | +12.00% | $474,857 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.06% | 381 | -6 | -1.55% | $439,784 |
| ELI LILLY & CO | LLY | Healthcare | 0.05% | 303 | +11 | +3.77% | $363,427 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.04% | 549 | -39 | -6.63% | $318,920 |
| ISHARES TR | IWB | Other | 0.04% | 743 | +93 | +14.31% | $304,259 |
| ISHARES TR | IWM | Other | 0.04% | 1,011 | +56 | +5.86% | $303,755 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.04% | 897 | +46 | +5.41% | $293,615 |
| BRIGHTSPRING HEALTH SVCS INC | BTSG | Healthcare | 0.03% | 3,401 | +2,521 | +286.48% | $237,186 |
| PLEXUS CORP | PLXS | Technology | 0.03% | 766 | +30 | +4.08% | $230,313 |
| LAM RESEARCH CORP | LRCX | Other | 0.03% | 512 | +23 | +4.70% | $221,865 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.03% | 1,459 | +33 | +2.31% | $221,039 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.03% | 342 | +159 | +86.89% | $218,442 |
| BALCHEM CORP | BCPC | Basic Materials | 0.03% | 1,259 | +446 | +54.86% | $212,708 |
| AMPHENOL CORP | APH | Technology | 0.03% | 1,205 | +645 | +115.18% | $212,466 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.03% | 4,940 | +3,391 | +218.92% | $209,160 |
| APPLIED MATLS INC | AMAT | Technology | 0.03% | 278 | +2 | +0.72% | $200,994 |
| EXXON MOBIL CORP | XOM | Energy | 0.03% | 1,469 | +85 | +6.14% | $200,842 |
| INTEL CORP | INTC | Technology | 0.02% | 1,386 | -170 | -10.93% | $193,527 |
| PRIVIA HEALTH GROUP INC | PRVA | Healthcare | 0.02% | 7,269 | +461 | +6.77% | $187,031 |
| AGILYSYS INC | AGYS | Technology | 0.02% | 1,776 | +1,653 | +1343.90% | $185,592 |
| DIEBOLD NIXDORF INC | DBD | Technology | 0.02% | 2,168 | +356 | +19.65% | $184,323 |
| ICHOR HOLDINGS | G4740B105 | Other | 0.02% | 1,637 | +1,381 | +539.45% | $183,802 |
| FEDERAL SIGNAL CORP | FSS | Industrials | 0.02% | 1,429 | +923 | +182.41% | $183,612 |
| WALMART INC | WMT | Consumer Defensive | 0.02% | 1,620 | +94 | +6.16% | $183,481 |
| ABBVIE INC | ABBV | Healthcare | 0.02% | 721 | +44 | +6.50% | $181,432 |
| NAPCO SEC TECHNOLOGIES INC | NSSC | Industrials | 0.02% | 4,729 | +2,384 | +101.66% | $179,607 |
| CVS HEALTH CORP | CVS | Healthcare | 0.02% | 1,719 | -604 | -26.00% | $177,831 |
| ADAPTIVE BIOTECHNOLOGIES COR | ADPT | Healthcare | 0.02% | 8,280 | +7,054 | +575.37% | $177,606 |
| ENCORE CAP GROUP INC | ECPG | Financial Services | 0.02% | 1,873 | +1,496 | +396.82% | $174,732 |
| VERICEL CORP | VCEL | Healthcare | 0.02% | 3,903 | +464 | +13.49% | $173,644 |
| WEST PHARMACEUTICAL SVSC INC | WST | Healthcare | 0.02% | 471 | +442 | +1524.14% | $169,089 |
| KB HOME | KBH | Consumer Cyclical | 0.02% | 2,689 | +2,251 | +513.93% | $168,305 |
| HAPPEN INC | LC | Financial Services | 0.02% | 8,096 | +7,660 | +1756.88% | $167,911 |
| CUSTOM TRUCK ONE SOURCE INC | CTOS | Industrials | 0.02% | 14,184 | +2,672 | +23.21% | $167,513 |
| KNOWLES CORP | KN | Technology | 0.02% | 4,027 | +2,860 | +245.07% | $167,040 |
| ZETA GLOBAL HOLDINGS CORP | ZETA | Technology | 0.02% | 8,481 | +2,483 | +41.40% | $166,906 |
| FRONTDOOR INC | FTDR | Consumer Cyclical | 0.02% | 2,151 | -270 | -11.15% | $166,896 |
| CATERPILLAR INC | CAT | Industrials | 0.02% | 156 | +7 | +4.70% | $166,124 |
| DAVE INC | DAVE | Technology | 0.02% | 445 | +421 | +1754.17% | $165,803 |
| ASTRANA HEALTH INC | ASTH | Healthcare | 0.02% | 3,550 | +3,550 | +100.00% | $164,756 |
| NATURES SUNSHINE PRODS INC | NATR | Consumer Defensive | 0.02% | 7,496 | +3,375 | +81.90% | $163,413 |
| ARLO TECHNOLOGIES INC | ARLO | Industrials | 0.02% | 12,044 | +5,114 | +73.80% | $162,353 |
| MAXLINEAR INC | MXL | Technology | 0.02% | 1,261 | +1,261 | +100.00% | $161,446 |
| BJS RESTAURANTS INC | BJRI | Consumer Cyclical | 0.02% | 2,656 | -298 | -10.09% | $161,312 |
| FORTINET INC | FTNT | Technology | 0.02% | 1,045 | +628 | +150.60% | $160,533 |
| ENTEGRIS INC | ENTG | Technology | 0.02% | 890 | +756 | +564.18% | $160,075 |
| AVEANNA HEALTHCARE HLDGS INC | AVAH | Healthcare | 0.02% | 18,675 | +5,742 | +44.40% | $160,045 |
| FORTIVE CORP | FTV | Technology | 0.02% | 2,602 | +2,481 | +2050.41% | $158,956 |
| DARLING INGREDIENTS INC | DAR | Consumer Defensive | 0.02% | 2,852 | +2,342 | +459.22% | $155,776 |
| RUSH STREET INTERACTIVE INC | RSI | Consumer Cyclical | 0.02% | 5,206 | +1,807 | +53.16% | $154,826 |
| TUTOR PERINI CORP | TPC | Industrials | 0.02% | 1,851 | +1,736 | +1509.57% | $153,577 |
| LATTICE SEMICONDUCTOR CORP | LSCC | Technology | 0.02% | 995 | -369 | -27.05% | $152,195 |
| FLYWIRE CORPORATION | FLYW | Technology | 0.02% | 8,656 | +8,656 | +100.00% | $152,086 |
| AAR CORP | AIR | Industrials | 0.02% | 1,064 | +868 | +442.86% | $152,078 |
| DELUXE CORP MEDIUM TERM NTS | DLX | Industrials | 0.02% | 6,364 | +1,268 | +24.88% | $151,972 |
| GARRETT MOTION INC | GTX | Consumer Cyclical | 0.02% | 4,149 | +1,086 | +35.46% | $150,318 |
| XPO INC | XPO | Industrials | 0.02% | 732 | +14 | +1.95% | $150,272 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.02% | 160 | +13 | +8.84% | $149,675 |
| PENNANT GROUP INC | PNTG | Healthcare | 0.02% | 4,050 | +4,050 | +100.00% | $149,648 |
| PAYLOCITY HLDG CORP | PCTY | Technology | 0.02% | 1,431 | +66 | +4.84% | $149,582 |
| WILLDAN GROUP INC | WLDN | Industrials | 0.02% | 1,890 | +566 | +42.75% | $149,499 |
| VICTORIAS SECRET AND CO | VSCO | Consumer Cyclical | 0.02% | 1,787 | -261 | -12.74% | $149,179 |
| RBC BEARINGS INC | RBC | Industrials | 0.02% | 230 | +179 | +350.98% | $148,134 |
| COHERENT CORP | COHR | Technology | 0.02% | 375 | -68 | -15.35% | $147,926 |
| CURTISS WRIGHT CORP | CW | Industrials | 0.02% | 194 | +162 | +506.25% | $147,005 |
| CARPENTER TECHNOLOGY CORP | CRS | Industrials | 0.02% | 238 | +238 | +100.00% | $146,808 |
| CISCO SYS INC | CSCO | Technology | 0.02% | 1,241 | +33 | +2.73% | $145,768 |
| CREXENDO INC | CXDO | Communication Services | 0.02% | 19,426 | +6,943 | +55.62% | $145,112 |
| TWILIO INC | TWLO | Technology | 0.02% | 703 | +461 | +190.50% | $145,050 |
| IRHYTHM HOLDINGS INC | IRTC | Healthcare | 0.02% | 1,216 | +460 | +60.85% | $144,643 |
| MERCURY SYS INC | MRCY | Industrials | 0.02% | 1,181 | +835 | +241.33% | $144,472 |
| BRINKS CO | BCO | Industrials | 0.02% | 1,518 | +1,275 | +524.69% | $143,436 |
| NEWMARK GROUP INC | NMRK | Real Estate | 0.02% | 9,431 | +4,561 | +93.66% | $142,502 |
| BEL FUSE INC | BELFB | Technology | 0.02% | 427 | +334 | +359.14% | $142,208 |
| KLA CORP | KLAC | Technology | 0.02% | 466 | +419 | +891.49% | $140,597 |
| NWPX INFRASTRUCTURE INC | NWPX | Industrials | 0.02% | 936 | +251 | +36.64% | $140,344 |
| EL POLLO LOCO HLDGS INC | LOCO | Consumer Cyclical | 0.02% | 8,236 | +7,891 | +2287.25% | $139,683 |
| EVERQUOTE INC | EVER | Communication Services | 0.02% | 5,805 | +3,062 | +111.63% | $138,101 |