Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kemnay Advisory Services Inc. (CIK 1555283) reported $622.3M across 1,186 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VNO ($151.6M, 24.37%), EWJ ($96.2M, 15.46%), COIN ($51.5M, 8.28%), TSM ($35.9M, 5.76%), INDA ($19.5M, 3.13%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VNO | VORNADO RLTY TR | $151.6M | 24.37% | 5.8M | Hold |
| 2 | EWJ | ISHARES INC | $96.2M | 15.46% | 1.1M | Added |
| 3 | COIN | COINBASE GLOBAL INC | $51.5M | 8.28% | 295,187 | Trimmed |
| 4 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $35.9M | 5.76% | 106,083 | Trimmed |
| 5 | INDA | ISHARES TR | $19.5M | 3.13% | 415,660 | New |
| 6 | AMZN | AMAZON COM INC | $18.9M | 3.04% | 90,768 | Added |
| 7 | TMO | THERMO FISHER SCIENTIFIC INC | $18.5M | 2.97% | 37,596 | Trimmed |
| 8 | AAPL | APPLE INC | $18.4M | 2.96% | 72,536 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $17.9M | 2.88% | 102,652 | Trimmed |
| 10 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $17.7M | 2.84% | 36,867 | Added |
| 11 | MSFT | MICROSOFT CORP | $17.5M | 2.82% | 47,345 | Added |
| 12 | GOOG | ALPHABET INC | $17.4M | 2.80% | 60,760 | Trimmed |
| 13 | V | VISA INC | $17.2M | 2.77% | 56,960 | Added |
| 14 | SPY | STATE STR SPDR S&P 500 ETF T | $17.1M | 2.75% | 26,286 | Trimmed |
| 15 | META | META PLATFORMS INC | $16.5M | 2.66% | 28,899 | Trimmed |
| 16 | MELI | MERCADOLIBRE INC | $11.3M | 1.81% | 6,527 | Added |
| 17 | FIS | FIDELITY NATL INFORMATION SV | $11.0M | 1.77% | 235,460 | Added |
| 18 | INTU | INTUIT | $9.1M | 1.46% | 20,957 | Added |
| 19 | DHR | DANAHER CORP DEL | $8.6M | 1.39% | 45,550 | Added |
| 20 | TPX | SOMNIGROUP INTERNATIONAL INC | $6.3M | 1.01% | 85,396 | Hold |
| 21 | OPAD | OFFERPAD SOLUTIONS INC | $903,853 | 0.15% | 1.4M | Hold |
| 22 | GOOGL | ALPHABET INC | $502,655 | 0.08% | 1,748 | Added |
| 23 | AVGO | BROADCOM INC | $434,552 | 0.07% | 1,404 | Added |
| 24 | TSLA | TESLA INC | $374,724 | 0.06% | 1,008 | Added |
| 25 | FIG | FIGMA INC | $280,612 | 0.05% | 13,274 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31