Kemnay Advisory Services Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Kemnay Advisory Services Inc. disclosed 1164 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
- 1164
- Portfolio Value
- $791.48M
Holdings by Sector
Kemnay Advisory Services Inc. Portfolio Holdings in Q2 2026
| 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 | Consumer Cyclical | 0.46% | 106,447 | +105,735 | +14850.42% | $3,602,166 |
| OFFERPAD SOLUTIONS INC | OPAD | Real Estate | 0.12% | 195,714 | -1,183,793 | -85.81% | $966,827 |
| 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 |
Showing 30 of 1,164 holdings in the latest reporting period.