Kemnay Advisory Services Inc. Top Holdings and 13F Report (2025) About Kemnay Advisory Services Inc.Investment ActivityKemnay Advisory Services Inc. has $628.78 million in total holdings as of June 30, 2025.Kemnay Advisory Services Inc. owns shares of 23 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.49% of the portfolio was purchased this quarter.About 2.57% of the portfolio was sold this quarter.This quarter, Kemnay Advisory Services Inc. has purchased 24 new stocks and bought additional shares in 11 stocks.Kemnay Advisory Services Inc. sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings Vornado Realty Trust $223,110,553Coinbase Global $81,434,950iShares MSCI Japan ETF $65,186,415Taiwan Semiconductor Manufacturing $36,999,181NVIDIA $17,728,532 Largest Purchases this Quarter SoFi Technologies 301,793 shares (about $5.50M)Thermo Fisher Scientific 6,058 shares (about $2.46M)Apple 8,585 shares (about $1.76M)Meta Platforms 2,304 shares (about $1.70M)Alphabet 6,884 shares (about $1.22M) Largest Sales this Quarter Tempur Sealy International 69,203 shares (about $4.71M)QUALCOMM 27,084 shares (about $4.31M)Microsoft 4,159 shares (about $2.07M)Oracle 7,678 shares (about $1.68M)Berkshire Hathaway 2,538 shares (about $1.23M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKemnay Advisory Services Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVNOVornado Realty Trust$223,110,5530.0%5,834,48135.5%FinanceCOINCoinbase Global$81,434,9500.0%232,34613.0%FinanceEWJiShares MSCI Japan ETF$65,186,4150.0%869,50010.4%ETFTSMTaiwan Semiconductor Manufacturing$36,999,181$1,006,748 ▲2.8%163,3595.9%Computer and TechnologyNVDANVIDIA$17,728,532$293,387 ▲1.7%112,2132.8%Computer and TechnologyMETAMeta Platforms$17,628,542$1,700,559 ▲10.7%23,8842.8%Computer and TechnologyMSFTMicrosoft$16,736,852$2,068,728 ▼-11.0%33,6482.7%Computer and TechnologyTMOThermo Fisher Scientific$16,185,963$2,456,277 ▲17.9%39,9202.6%MedicalAMZNAmazon.com$16,163,119$1,029,597 ▲6.8%73,6732.6%Retail/WholesaleGOOGAlphabet$15,996,853$1,221,153 ▲8.3%90,1792.5%Computer and TechnologyAAPLApple$14,733,873$1,761,384 ▲13.6%71,8132.3%Computer and TechnologyVVisa$14,730,670$728,208 ▼-4.7%41,4892.3%Business ServicesMAMastercard$14,604,821$763,676 ▼-5.0%25,9902.3%Business ServicesBRK.BBerkshire Hathaway$14,340,416$1,232,884 ▼-7.9%29,5212.3%FinanceCSXCSX$11,101,640$111,268 ▲1.0%340,2281.8%TransportationORCLOracle$10,661,929$1,678,641 ▼-13.6%48,7671.7%Computer and TechnologyNUNU$9,116,1720.0%664,4441.4%FinanceDHRDanaher$7,855,574$523,679 ▲7.1%39,7671.2%MedicalSOFISoFi Technologies$7,213,874$5,495,651 ▲319.8%396,1491.1%FinanceMELIMercadoLibre$6,926,120$73,182 ▲1.1%2,6501.1%Retail/WholesaleTPXTempur Sealy International$6,290,201$4,709,264 ▼-42.8%92,4351.0%Retail/WholesaleQCOMQUALCOMM$2,779,724$4,313,398 ▼-60.8%17,4540.4%Computer and TechnologyOPADOfferpad Solutions$1,255,3510.0%1,379,5070.2%FinanceVACASA INC$0$680,527 ▼-100.0%00.0%CL A NEWShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
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