Kemnay Advisory Services Inc. 13F Holdings

CIK 0001555283 · New York, NY

As of Sep 30, 2025, Kemnay Advisory Services Inc. reported 22 positions worth $657.5M in its SEC Form 13F filing.

Top 22 holdings

SecurityTickerSectorSharesValue% of portfolio
VORNADO REALTY TRUSTVNOReal Estate5,834,481$236.5M35.96%
ISHARES MSCI JAPAN ETFEWJ—869,500$69.7M10.61%
COINBASE GLOBAL INCCOINFinancial Services205,300$69.3M10.54%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology149,692$41.8M6.36%
ALPHABET INCGOOGEquity82,439$20.1M3.05%
THERMO FISHER SCIENTIFIC INCTMOHealthcare39,920 9.4M2.94%
APPLE INCAAPLTechnology73,822 8.8M2.86%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services35,646 7.9M2.73%
NVIDIA CORPNVDATechnology92,432 7.2M2.62%
VISA INC-CLASS A SHARESVFinancial Services49,548 6.9M2.57%
MICROSOFT CORPMSFTTechnology32,458 6.8M2.56%
CAPITAL ONE FINANCIAL CORPCOFFinancial Services78,740 6.7M2.55%
AMAZON.COM INCAMZNEquity73,914 6.2M2.47%
META PLATFORMS INCMETACommunication Services21,550 5.8M2.41%
CSX CORPCSXIndustrials340,228 2.1M1.84%
INTUIT INCINTUTechnology16,808 1.5M1.75%
MERCADOLIBRE INCMELIConsumer Cyclical4,238$9.9M1.51%
DANAHER CORPDHRHealthcare49,190$9.8M1.48%
SOMNIGROUP INTERNATIONAL INCSGIConsumer Cyclical89,505$7.5M1.15%
OFFERPAD SOLUTIONS INCOPADReal Estate1,379,507$5.8M0.87%
ORACLE CORPORCLTechnology17,633$5.0M0.75%
JOBY AVIATION INCJOBYIndustrials175,321$2.8M0.43%