Kemnay Advisory Services Inc. 13F Holdings · Q2 2026
Kemnay Advisory Services Inc. reported 1,169 securities worth $791.48M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VNO (28.97%), EWJ (13.43%), TSM (6.52%). Among its top 25 positions this quarter: 1 new, 20 added, 2 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VNO | VORNADO RLTY TR | $229.3M | 28.97% | 5.8M | Hold |
| 2 | EWJ | ISHARES INC | $106.3M | 13.43% | 1.1M | Hold |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $51.6M | 6.52% | 108,077 | Added |
| 4 | COIN | COINBASE GLOBAL INC | $43.1M | 5.45% | 295,121 | Trimmed |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | $27.9M | 3.52% | 55,690 | Added |
| 6 | V | VISA INC | $27.9M | 3.52% | 81,262 | Added |
| 7 | MA | MASTERCARD INCORPORATED | $27.5M | 3.48% | 53,561 | Added |
| 8 | AAPL | APPLE INC | $27.4M | 3.46% | 94,671 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $25.6M | 3.23% | 127,745 | Added |
| 10 | META | META PLATFORMS INC | $25.0M | 3.16% | 44,425 | Added |
| 11 | AMZN | AMAZON COM INC | $24.7M | 3.12% | 103,553 | Added |
| 12 | MSFT | MICROSOFT CORP | $24.6M | 3.11% | 65,970 | Added |
| 13 | GOOG | ALPHABET INC | $24.2M | 3.05% | 68,427 | Added |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | $19.0M | 2.40% | 37,955 | Added |
| 15 | MELI | MERCADOLIBRE INC | $14.4M | 1.81% | 8,463 | Added |
| 16 | FIS | FIDELITY NATL INFORMATION SV | $11.2M | 1.41% | 286,976 | Added |
| 17 | DHR | DANAHER CORP DEL | $10.4M | 1.31% | 54,382 | Added |
| 18 | GWRE | GUIDEWIRE SOFTWARE INC | $8.2M | 1.04% | 66,672 | Added |
| 19 | SGI | SOMNIGROUP INTERNATIONAL INC | $6.8M | 0.86% | 86,425 | Added |
| 20 | AS | AMER SPORTS INC | $3.6M | 0.46% | 106,447 | Added |
| 21 | OPAD | OFFERPAD SOLUTIONS INC | $966,827 | 0.12% | 195,714 | New |
| 22 | GOOGL | ALPHABET INC | $698,301 | 0.09% | 1,954 | Added |
| 23 | AVGO | BROADCOM INC | $596,090 | 0.08% | 1,578 | Added |
| 24 | MU | MICRON TECHNOLOGY INC | $439,784 | 0.06% | 381 | Trimmed |
| 25 | TSLA | TESLA INC | $474,857 | 0.06% | 1,129 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR