Kemnay Advisory Services Inc. Top Holdings and 13F Report (2026)

About Kemnay Advisory Services Inc.

Investment Activity

Kemnay Advisory Services Inc. has $791.48 million in total holdings as of June 30, 2026.
Kemnay Advisory Services Inc. owns shares of 1,169 different stocks, but just 12 companies or ETFs make up 80% of its holdings.
Approximately 14.65% of the portfolio was purchased this quarter.
About 7.42% of the portfolio was sold this quarter.
This quarter, Kemnay Advisory Services Inc. has purchased 1,190 new stocks and bought additional shares in 590 stocks.
Kemnay Advisory Services Inc. sold shares of 369 stocks and completely divested from 219 stocks this quarter.

Largest Holdings

Vornado Realty Trust: $229,295,103
iShares MSCI Japan ETF: $106,291,425
Taiwan Semiconductor Manufacturing: $51,614,333
Coinbase Global: $43,143,739
Visa: $27,880,180

Largest New Holdings this Quarter

67623L505 - OFFERPAD SOLUTIONS INC: $966,827 Holding
292554102 - Encore Capital Group: $174,732 Holding
52603A208 - LendingClub: $167,911 Holding
03763A207 - ASTRANA HEALTH INC: $164,756 Holding
57776J100 - MAXLINEAR INC: $161,446 Holding

Largest Purchases this Quarter

Mastercard: 53,300 shares (about $27.37M)
Berkshire Hathaway: 18,823 shares (about $9.42M)
Meta Platforms: 15,526 shares (about $8.75M)
Visa: 24,302 shares (about $8.34M)
Guidewire Software: 66,510 shares (about $8.18M)

Largest Sales this Quarter

Intuit: 20,901 shares (about $5.46M)
Credo Technology Group: 1,074 shares (about $292.08K)
CrowdStrike: 276 shares (about $210.63K)
TTM Technologies: 1,124 shares (about $210.21K)
Natera: 693 shares (about $188.12K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VNO Vornado Realty Trust	$229,295,103		0.0%	5,834,481	29.0%	Real Estate
EWJ iShares MSCI Japan ETF	$106,291,425		0.0%	1,139,610	13.4%	ETF
TSM Taiwan Semiconductor Manufacturing	$51,614,333	$952,275 â–²	1.9%	108,077	6.5%	Technology
COIN Coinbase Global	$43,143,739	$9,649 â–¼	0.0%	295,121	5.5%	Finance
V Visa	$27,880,180	$8,337,773 â–²	42.7%	81,262	3.5%	Finance
BRK.B Berkshire Hathaway	$27,866,719	$9,418,841 â–²	51.1%	55,690	3.5%	Finance
MA Mastercard	$27,508,930	$27,374,880 â–²	20,421.5%	53,561	3.5%	Finance
AAPL Apple	$27,394,001	$6,404,984 â–²	30.5%	94,671	3.5%	Technology
NVDA NVIDIA	$25,560,497	$5,020,858 â–²	24.4%	127,745	3.2%	Technology
META Meta Platforms	$25,024,158	$8,745,640 â–²	53.7%	44,425	3.2%	Communication Services
AMZN Amazon.com	$24,680,822	$3,047,177 â–²	14.1%	103,553	3.1%	Consumer Discretionary
MSFT Microsoft	$24,608,129	$6,947,497 â–²	39.3%	65,970	3.1%	Technology
GOOG Alphabet	$24,177,312	$2,708,981 â–²	12.6%	68,427	3.1%	Communication Services
TMO Thermo Fisher Scientific	$19,029,119	$179,988 â–²	1.0%	37,955	2.4%	Healthcare
MELI MercadoLibre	$14,365,012	$3,286,147 â–²	29.7%	8,463	1.8%	Consumer Discretionary
FIS Fidelity National Information Services	$11,157,627	$2,002,942 â–²	21.9%	286,976	1.4%	Finance
DHR Danaher	$10,358,684	$1,682,319 â–²	19.4%	54,382	1.3%	Healthcare
GWRE Guidewire Software	$8,203,989	$8,184,055 â–²	41,055.6%	66,672	1.0%	Technology
SOMNIGROUP INTERNATIONAL INC	$6,775,720	$80,674 â–²	1.2%	86,425	0.9%	COM
AMER SPORTS INC	$3,602,166	$3,578,072 â–²	14,850.4%	106,447	0.5%	COM SHS
OFFERPAD SOLUTIONS INC	$966,827	$966,827 â–²	New Holding	195,714	0.1%	COM CL A
GOOGL Alphabet	$698,301	$73,618 â–²	11.8%	1,954	0.1%	Communication Services
AVGO Broadcom	$596,090	$65,729 â–²	12.4%	1,578	0.1%	Technology
TSLA Tesla	$474,857	$50,893 â–²	12.0%	1,129	0.1%	Consumer Discretionary
MU Micron Technology	$439,784	$6,926 â–¼	-1.6%	381	0.1%	Technology
LLY Eli Lilly and Company	$363,427	$13,194 â–²	3.8%	303	0.0%	Healthcare
AMD Advanced Micro Devices	$318,920	$22,656 â–¼	-6.6%	549	0.0%	Technology
IWB iShares Russell 1000 ETF	$304,259	$38,084 â–²	14.3%	743	0.0%	ETF
IWM iShares Russell 2000 ETF	$303,755	$16,825 â–²	5.9%	1,011	0.0%	ETF
JPM JPMorgan Chase & Co.	$293,615	$15,057 â–²	5.4%	897	0.0%	Finance
FIGMA INC	$240,127		0.0%	13,274	0.0%	CLASS A COM STK
INDIVIOR PHARMACEUTICALS INC	$239,164	$199,078 â–²	496.6%	5,829	0.0%	COM
BRIGHTSPRING HEALTH SVCS INC	$237,186	$175,815 â–²	286.5%	3,401	0.0%	COM
PLXS Plexus	$230,313	$9,020 â–²	4.1%	766	0.0%	Technology
LAM RESEARCH CORP	$221,865	$9,967 â–²	4.7%	512	0.0%	COM NEW
TJX TJX Companies	$221,039	$5,000 â–²	2.3%	1,459	0.0%	Consumer Discretionary
WDC Western Digital	$218,442	$101,556 â–²	86.9%	342	0.0%	Technology
BCPC Balchem	$212,708	$75,352 â–²	54.9%	1,259	0.0%	Materials
APH Amphenol	$212,466	$113,727 â–²	115.2%	1,205	0.0%	Technology
VZ Verizon Communications	$209,160	$143,575 â–²	218.9%	4,940	0.0%	Communication Services
AMAT Applied Materials	$200,994	$1,446 â–²	0.7%	278	0.0%	Technology
XOM ExxonMobil	$200,842	$11,621 â–²	6.1%	1,469	0.0%	Energy
INTC Intel	$193,527	$23,737 â–¼	-10.9%	1,386	0.0%	Technology
PRVA Privia Health Group	$187,031	$11,862 â–²	6.8%	7,269	0.0%	Healthcare
AGYS Agilysys	$185,592	$172,739 â–²	1,343.9%	1,776	0.0%	Technology
DIEBOLD NIXDORF INC	$184,323	$30,267 â–²	19.6%	2,168	0.0%	COM SHS
ICHR Ichor	$183,802	$155,058 â–²	539.5%	1,637	0.0%	Technology
FSS Federal Signal	$183,612	$118,596 â–²	182.4%	1,429	0.0%	Industrials
WALMART INC	$183,481	$10,646 â–²	6.2%	1,620	0.0%	COM
ABBV AbbVie	$181,432	$11,072 â–²	6.5%	721	0.0%	Healthcare
NSSC NAPCO Security Technologies	$179,607	$90,544 â–²	101.7%	4,729	0.0%	Technology
CVS CVS Health	$177,831	$62,484 â–¼	-26.0%	1,719	0.0%	Healthcare
ADPT Adaptive Biotechnologies	$177,606	$151,308 â–²	575.4%	8,280	0.0%	Healthcare
ECPG Encore Capital Group	$174,732	$174,732 â–²	New Holding	1,873	0.0%	Finance
VCEL Vericel	$173,644	$20,643 â–²	13.5%	3,903	0.0%	Healthcare
WST West Pharmaceutical Services	$169,089	$158,678 â–²	1,524.1%	471	0.0%	Healthcare
KBH KB Home	$168,305	$140,891 â–²	513.9%	2,689	0.0%	Consumer Discretionary
LC LendingClub	$167,911	$167,911 â–²	New Holding	8,096	0.0%	Finance
CTOS Custom Truck One Source	$167,513	$31,556 â–²	23.2%	14,184	0.0%	Industrials
KN Knowles	$167,040	$118,633 â–²	245.1%	4,027	0.0%	Technology
ZETA GLOBAL HOLDINGS CORP	$166,906	$48,865 â–²	41.4%	8,481	0.0%	CL A
FTDR Frontdoor	$166,896	$20,949 â–¼	-11.2%	2,151	0.0%	Consumer Discretionary
CAT Caterpillar	$166,124	$7,454 â–²	4.7%	156	0.0%	Industrials
DAVE Dave	$165,803	$156,861 â–²	1,754.2%	445	0.0%	Finance
ASTRANA HEALTH INC	$164,756	$164,756 â–²	New Holding	3,550	0.0%	COM NEW
NATR Nature's Sunshine Products	$163,413	$73,575 â–²	81.9%	7,496	0.0%	Consumer Staples
ARLO Arlo Technologies	$162,353	$68,937 â–²	73.8%	12,044	0.0%	Technology
MAXLINEAR INC	$161,446	$161,446 â–²	New Holding	1,261	0.0%	COM
BJRI BJ's Restaurants	$161,312	$18,099 â–¼	-10.1%	2,656	0.0%	Consumer Discretionary
FTNT Fortinet	$160,533	$96,473 â–²	150.6%	1,045	0.0%	Technology
ENTG Entegris	$160,075	$135,974 â–²	564.2%	890	0.0%	Technology
AVAH Aveanna Healthcare	$160,045	$49,209 â–²	44.4%	18,675	0.0%	Healthcare
FTV Fortive	$158,956	$151,564 â–²	2,050.4%	2,602	0.0%	Industrials
DAR Darling Ingredients	$155,776	$127,920 â–²	459.2%	2,852	0.0%	Consumer Staples
RSI Rush Street Interactive	$154,826	$53,740 â–²	53.2%	5,206	0.0%	Consumer Discretionary
TPC Tutor Perini	$153,577	$144,035 â–²	1,509.6%	1,851	0.0%	Industrials
LSCC Lattice Semiconductor	$152,195	$56,442 â–¼	-27.1%	995	0.0%	Technology
FLYW Flywire	$152,086	$152,086 â–²	New Holding	8,656	0.0%	Finance
AIR AAR	$152,078	$124,064 â–²	442.9%	1,064	0.0%	Industrials
DLX Deluxe	$151,972	$151,972 â–²	New Holding	6,364	0.0%	Industrials
GARRETT MOTION INC	$150,318	$39,346 â–²	35.5%	4,149	0.0%	COM
XPO XPO	$150,272	$2,874 â–²	1.9%	732	0.0%	Industrials
COST Costco Wholesale	$149,675	$12,161 â–²	8.8%	160	0.0%	Consumer Staples
PNTG The Pennant Group	$149,648	$149,648 â–²	New Holding	4,050	0.0%	Healthcare
PCTY Paylocity	$149,582	$6,899 â–²	4.8%	1,431	0.0%	Industrials
WLDN Willdan Group	$149,499	$149,499 â–²	New Holding	1,890	0.0%	Industrials
VICTORIAS SECRET AND CO	$149,179	$21,788 â–¼	-12.7%	1,787	0.0%	COMMON STOCK
RBC RBC Bearings	$148,134	$115,287 â–²	351.0%	230	0.0%	Industrials
COHR Coherent	$147,926	$26,824 â–¼	-15.3%	375	0.0%	Technology
CW Curtiss-Wright	$147,005	$122,757 â–²	506.3%	194	0.0%	Industrials
CRS Carpenter Technology	$146,808	$146,808 â–²	New Holding	238	0.0%	Industrials
CSCO Cisco Systems	$145,768	$3,876 â–²	2.7%	1,241	0.0%	Technology
CXDO Crexendo	$145,112	$51,864 â–²	55.6%	19,426	0.0%	Technology
TWLO Twilio	$145,050	$95,118 â–²	190.5%	703	0.0%	Technology
IRTC iRhythm Technologies	$144,643	$54,717 â–²	60.8%	1,216	0.0%	Healthcare
MRCY Mercury Systems	$144,472	$102,146 â–²	241.3%	1,181	0.0%	Industrials
BCO Brink's	$143,436	$120,475 â–²	524.7%	1,518	0.0%	Industrials
NMRK Newmark Group	$142,502	$68,917 â–²	93.7%	9,431	0.0%	Real Estate
BELFB Bel Fuse	$142,208	$111,235 â–²	359.1%	427	0.0%	Technology
KLAC KLA	$140,597	$126,417 â–²	891.5%	466	0.0%	Technology

Showing largest 100 holdings. View all holdings.

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Kemnay Advisory Services Inc. Top Holdings and 13F Report (2026)

About Kemnay Advisory Services Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Kemnay Advisory Services Inc. Top Holdings and 13F Report (2026)

About Kemnay Advisory Services Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofKemnay Advisory Services Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools