Kemnay Advisory Services Inc. Top Holdings and 13F Report (2025) About Kemnay Advisory Services Inc.Investment ActivityKemnay Advisory Services Inc. has $531.64 million in total holdings as of March 31, 2025.Kemnay Advisory Services Inc. owns shares of 24 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 10.13% of the portfolio was purchased this quarter.About 2.61% of the portfolio was sold this quarter.This quarter, Kemnay Advisory Services Inc. has purchased 24 new stocks and bought additional shares in 16 stocks.Kemnay Advisory Services Inc. sold shares of 1 stock and completely divested from 1 stock this quarter.Largest Holdings Vornado Realty Trust $215,817,452iShares MSCI Japan ETF $59,612,920Coinbase Global $40,016,952Taiwan Semiconductor Manufacturing $26,379,724Berkshire Hathaway $17,073,982 Largest New Holdings this Quarter 83406F102 - SoFi Technologies $1,097,360 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 101,532 shares (about $16.85M)Berkshire Hathaway 8,062 shares (about $4.29M)Thermo Fisher Scientific 8,407 shares (about $4.18M)Microsoft 10,658 shares (about $4.00M)NVIDIA 30,764 shares (about $3.33M) Largest Sales this Quarter QUALCOMM 15,256 shares (about $2.34M) 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$215,817,4520.0%5,834,48140.6%FinanceEWJiShares MSCI Japan ETF$59,612,9200.0%869,50011.2%ETFCOINCoinbase Global$40,016,9520.0%232,3467.5%FinanceTSMTaiwan Semiconductor Manufacturing$26,379,724$16,854,312 ▲176.9%158,9145.0%Computer and TechnologyBRK.BBerkshire Hathaway$17,073,982$4,293,660 ▲33.6%32,0593.2%FinanceTMOThermo Fisher Scientific$16,849,731$4,183,323 ▲33.0%33,8623.2%MedicalVVisa$15,259,028$2,502,284 ▲19.6%43,5402.9%Business ServicesMAMastercard$14,990,534$3,164,845 ▲26.8%27,3492.8%Business ServicesMSFTMicrosoft$14,192,370$4,000,907 ▲39.3%37,8072.7%Computer and TechnologyAMZNAmazon.com$13,124,135$2,566,227 ▲24.3%68,9802.5%Retail/WholesaleGOOGAlphabet$13,013,178$2,869,945 ▲28.3%83,2952.4%Computer and TechnologyMETAMeta Platforms$12,437,848$782,697 ▲6.7%21,5802.3%Computer and TechnologyNVDANVIDIA$11,960,383$3,334,202 ▲38.7%110,3562.2%Computer and TechnologyCSXCSX$9,912,554$1,770,774 ▲21.7%336,8181.9%TransportationTPXTempur Sealy International$9,678,883$156,227 ▲1.6%161,6381.8%Retail/WholesaleORCLOracle$7,891,575$3,147,403 ▲66.3%56,4451.5%Computer and TechnologyDHRDanaher$7,608,780$1,793,955 ▲30.9%37,1161.4%MedicalQCOMQUALCOMM$6,841,482$2,343,474 ▼-25.5%44,5381.3%Computer and TechnologyNUNU$6,803,9070.0%664,4441.3%FinanceMELIMercadoLibre$5,115,181$743,281 ▲17.0%2,6221.0%Retail/WholesaleAAPLApple$2,988,537$619,658 ▲26.2%63,2280.6%Computer and TechnologyOPADOfferpad Solutions$2,289,9820.0%1,379,5070.4%FinanceSOFISoFi Technologies$1,097,360$1,097,360 ▲New Holding94,3560.2%FinanceVACASA INC$680,5270.0%126,4920.1%CL A NEWCRMSalesforce$0$11,533,716 ▼-100.0%00.0%Computer and TechnologyShowing 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. 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