Kemnay Advisory Services Inc. Top Holdings and 13F Report (2026) About Kemnay Advisory Services Inc.Investment ActivityKemnay Advisory Services Inc. has $622.32 million in total holdings as of March 31, 2026.Kemnay Advisory Services Inc. owns shares of 1,190 different stocks, but just 13 companies or ETFs make up 80% of its holdings.Approximately 13.18% of the portfolio was purchased this quarter.About 7.01% of the portfolio was sold this quarter.This quarter, Kemnay Advisory Services Inc. has purchased 862 new stocks and bought additional shares in 393 stocks.Kemnay Advisory Services Inc. sold shares of 322 stocks and completely divested from 128 stocks this quarter.Largest Holdings Vornado Realty Trust $151,638,161iShares MSCI Japan ETF $96,228,668Coinbase Global $51,542,602Taiwan Semiconductor Manufacturing $35,850,750iShares MSCI India ETF $19,469,514 Largest New Holdings this Quarter 46429B598 - iShares MSCI India ETF $19,469,514 Holding184496107 - Clean Harbors $158,848 Holding253393102 - DICK'S Sporting Goods $143,165 Holding56418H100 - ManpowerGroup $141,555 Holding980745103 - Woodward $140,305 Holding Largest Purchases this Quarter iShares MSCI Japan ETF 270,110 shares (about $22.81M)iShares MSCI India ETF 415,660 shares (about $19.47M)Fidelity National Information Services 234,824 shares (about $11.02M)Microsoft 9,963 shares (about $3.69M)Amazon.com 10,986 shares (about $2.29M) Largest Sales this Quarter CSX 346,542 shares (about $14.23M)Taiwan Semiconductor Manufacturing 21,828 shares (about $7.38M)Thermo Fisher Scientific 2,554 shares (about $1.26M)Alphabet 2,693 shares (about $772.51K)Meta Platforms 1,343 shares (about $768.37K) 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$151,638,1610.0%5,834,48124.4%FinanceEWJiShares MSCI Japan ETF$96,228,668$22,808,088 â–²31.1%1,139,61015.5%ETFCOINCoinbase Global$51,542,602$4,016 â–¼0.0%295,1878.3%FinanceTSMTaiwan Semiconductor Manufacturing$35,850,750$7,376,773 â–¼-17.1%106,0835.8%Computer and TechnologyINDAiShares MSCI India ETF$19,469,514$19,469,514 â–²New Holding415,6603.1%ETFAMZNAmazon.com$18,904,252$2,288,054 â–²13.8%90,7683.0%Retail/WholesaleTMOThermo Fisher Scientific$18,479,562$1,255,368 â–¼-6.4%37,5963.0%MedicalAAPLApple$18,408,912$362,158 â–²2.0%72,5363.0%Computer and TechnologyNVDANVIDIA$17,902,508$5,232 â–¼0.0%102,6522.9%Computer and TechnologyBRK.BBerkshire Hathaway$17,666,667$397,257 â–²2.3%36,8672.8%FinanceMSFTMicrosoft$17,525,698$3,688,004 â–²26.7%47,3452.8%Computer and TechnologyGOOGAlphabet$17,429,614$772,514 â–¼-4.2%60,7602.8%Computer and TechnologyVVisa$17,215,590$550,077 â–²3.3%56,9602.8%Business ServicesSPYSPDR S&P 500 ETF Trust$17,094,837$267,940 â–¼-1.5%26,2862.7%FinanceMETAMeta Platforms$16,533,985$768,371 â–¼-4.4%28,8992.7%Computer and TechnologyMELIMercadoLibre$11,285,313$1,563,034 â–²16.1%6,5271.8%Retail/WholesaleFISFidelity National Information Services$11,045,428$11,015,593 â–²36,922.0%235,4601.8%Business ServicesINTUIntuit$9,061,388$1,387,075 â–²18.1%20,9571.5%Computer and TechnologyDHRDanaher$8,636,280$569 â–²0.0%45,5501.4%MedicalSOMNIGROUP INTERNATIONAL INC$6,312,4720.0%85,3961.0%COMOPADOfferpad Solutions$903,8530.0%1,379,5070.1%FinanceGOOGLAlphabet$502,655$5,176 â–²1.0%1,7480.1%Computer and TechnologyAVGOBroadcom$434,552$5,571 â–²1.3%1,4040.1%Computer and TechnologyTSLATesla$374,724$51,302 â–²15.9%1,0080.1%Auto/Tires/TrucksFIGMA INC$280,6120.0%13,2740.0%CLASS A COM STKLLYEli Lilly and Company$268,573$18,395 â–²7.4%2920.0%MedicalJPMJPMorgan Chase & Co.$250,330$61,774 â–¼-19.8%8510.0%FinanceIWMiShares Russell 2000 ETF$236,840$5,704 â–¼-2.4%9550.0%FinanceXOMExxonMobil$234,809$49,541 â–¼-17.4%1,3840.0%EnergyIWBiShares Russell 1000 ETF$231,764$3,566 â–¼-1.5%6500.0%ETFTJXTJX Companies$227,732$103,326 â–²83.1%1,4260.0%Retail/WholesaleWALMART INC$189,651$24,607 â–¼-11.5%1,5260.0%COMJCIJohnson Controls International$175,080$123,879 â–²241.9%1,3370.0%ConstructionCVSCVS Health$166,838$131,000 â–²365.5%2,3230.0%MedicalFNFabrinet$164,800$116,820 â–²243.5%3160.0%Computer and TechnologyCLHClean Harbors$158,848$158,848 â–²New Holding5540.0%Business ServicesFORMFormFactor$157,706$238,111 â–¼-60.2%1,6260.0%Computer and TechnologyGVAGranite Construction$157,283$144,096 â–²1,092.7%1,3120.0%ConstructionCUBICustomers Bancorp$154,993$55,251 â–²55.4%2,2330.0%FinanceNTRANatera$150,392$116,194 â–²339.8%7520.0%MedicalHAYWHayward$150,057$64,545 â–²75.5%11,2150.0%Computer and TechnologyTCBITexas Capital Bancshares$150,005$139,948 â–²1,391.5%1,5810.0%FinancePLXSPlexus$149,069$27,950 â–²23.1%7360.0%Computer and TechnologyPCTYPaylocity$147,475$66,337 â–²81.8%1,3650.0%Computer and TechnologyABBVAbbVie$147,241$5,872 â–¼-3.8%6770.0%MedicalCOSTCostco Wholesale$146,475$88,682 â–¼-37.7%1470.0%Retail/WholesaleVRTVertiv$145,086$107,499 â–²286.0%5790.0%Computer and TechnologyDKSDICK'S Sporting Goods$143,165$143,165 â–²New Holding7220.0%Retail/WholesaleSFStifel Financial$141,926$66,897 â–²89.2%1,9200.0%FinanceMANManpowerGroup$141,555$141,555 â–²New Holding4,8050.0%Business ServicesWWDWoodward$140,305$140,305 â–²New Holding3920.0%AerospacePRVAPrivia Health Group$140,041$16,497 â–²13.4%6,8080.0%MedicalXPOXPO$139,687$24,513 â–¼-14.9%7180.0%TransportationBCPCBalchem$137,787$8,813 â–¼-6.0%8130.0%Basic MaterialsDIEBOLD NIXDORF INC$136,697$5,809 â–¼-4.1%1,8120.0%COM SHSCRWDCrowdStrike$136,644$98,774 â–²260.8%3500.0%Computer and TechnologyKTBKontoor Brands$136,152$126,944 â–²1,378.6%1,9370.0%Consumer DiscretionaryJBLJabil$135,471$135,471 â–²New Holding5100.0%Computer and TechnologyFIXComfort Systems USA$135,141$86,876 â–²180.0%980.0%ConstructionNFLXNetflix$135,091$39,037 â–¼-22.4%1,4050.0%Consumer DiscretionaryGEN DIGITAL INC$135,049$38,263 â–²39.5%7,1720.0%COMCCLCarnival$134,887$108,023 â–²402.1%5,2120.0%Consumer DiscretionaryPIPER SANDLER COMPANIES$134,116$134,116 â–²New Holding1,7520.0%COM NEWCVXChevron$133,244$22,138 â–¼-14.2%6440.0%EnergyDCODucommun$133,102$18,178 â–¼-12.0%1,0910.0%AerospaceSMTCSemtech$132,712$110,260 â–²491.1%1,7260.0%Computer and TechnologyMUMicron Technology$130,744$20,608 â–¼-13.6%3870.0%Computer and TechnologyMAMastercard$130,411$31,978 â–¼-19.7%2610.0%Business ServicesJJacobs Solutions$130,207$120,534 â–²1,246.1%1,0230.0%Business ServicesFTDRFrontdoor$127,974$9,356 â–¼-6.8%2,4210.0%ConstructionBFHBread Financial$127,538$99,080 â–²348.2%1,7030.0%FinanceLSCCLattice Semiconductor$126,525$126,525 â–²New Holding1,3640.0%Computer and TechnologyAROCArchrock$123,505$109,063 â–²755.2%3,5490.0%EnergyRNGRingCentral$122,578$5,876 â–²5.0%3,2960.0%Computer and TechnologyIMAXIMAX$122,544$15,812 â–¼-11.4%3,2240.0%Consumer DiscretionaryPGProcter & Gamble$122,052$12,422 â–¼-9.2%8450.0%Consumer StaplesCHEFChefs' Warehouse$121,991$61,947 â–²103.2%2,0520.0%Consumer StaplesYOUCLEAR Secure$121,945$28,223 â–¼-18.8%2,5190.0%Computer and TechnologyKGSKodiak Gas Services$121,131$121,131 â–²New Holding2,0770.0%EnergyAMDAdvanced Micro Devices$119,617$11,799 â–¼-9.0%5880.0%Computer and TechnologySTRLSterling Infrastructure$118,516$77,382 â–²188.1%2910.0%ConstructionEXPEExpedia Group$116,830$27,245 â–¼-18.9%5060.0%Retail/WholesaleBHEBenchmark Electronics$116,661$12,726 â–²12.2%2,0810.0%Computer and TechnologySOFISoFi Technologies$115,940$13,514 â–²13.2%7,3010.0%FinanceNXTNextpower$115,728$62,445 â–²117.2%9600.0%EnergyTTMITTM Technologies$115,248$58,160 â–¼-33.5%1,1830.0%Computer and TechnologyRVLVRevolve Group$115,175$115,175 â–²New Holding5,0940.0%Consumer DiscretionaryBLBDBlue Bird$113,921$113,921 â–²New Holding2,0060.0%Auto/Tires/TrucksMRKMerck & Co., Inc.$113,915$5,172 â–¼-4.3%9470.0%MedicalSATSEchoStar$113,324$56,428 â–²99.2%9680.0%Computer and TechnologyATROAstronics$112,106$58,856 â–²110.5%1,6800.0%AerospaceVIAVViavi Solutions$112,020$137,679 â–¼-55.1%3,3660.0%Computer and TechnologyWTWisdomTree$111,544$111,544 â–²New Holding7,6610.0%FinanceVCELVericel$110,633$110,633 â–²New Holding3,4390.0%MedicalEVERUS CONSTR GROUP$110,504$110,504 â–²New Holding9360.0%COMASTEAstec Industries$110,426$110,426 â–²New Holding2,0510.0%IndustrialsPLOWDouglas Dynamics$110,360$6,482 â–¼-5.5%2,6220.0%Auto/Tires/TrucksOSISOSI Systems$110,187$14,338 â–¼-11.5%4150.0%Computer and TechnologyHDHome Depot$107,876$22,693 â–¼-17.4%3280.0%Retail/WholesaleMWAMueller Water Products$107,101$151,250 â–¼-58.5%3,8960.0%IndustrialsShowing largest 100 holdings. 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