Kemnay Advisory Services Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Kemnay Advisory Services Inc. reported 1,169 stock positions worth $791.5 million. Its top holding was Vornado Realty Trust (VNO) at 29.0% of the portfolio, followed by iShares MSCI Japan ETF (EWJ, 13.4%) and Taiwan Semiconductor-SP ADR (TSM, 6.5%). Compared with Q1 2026, it opened 194 new positions, sold out of 217, added to 589 and reduced 374. The biggest buy was Mastercard Class A (MA, shares +20421%) and the biggest sale an exit from iShares MSCI India ETF (INDA).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001555283
- Portfolio Value
- $791.5M (Q2 2026)
- SEC Filing
- 0001193125-26-350683 ↗ filed Aug 14, 2026
Holdings Value
Holdings 1,169 stocks · $791.5M
| VNO Vornado Realty Trust | 28.97% | 5,834,481 | $229.3M | No change |
| EWJ iShares MSCI Japan ETF | 13.43% | 1,139,610 | $106.3M | No change |
| TSM Taiwan Semiconductor-SP ADR | 6.52% | 108,077 | $51.6M | Add +1.9% |
| COIN Coinbase Global Inc. Class A | 5.45% | 295,121 | $43.1M | Reduce -0.0% |
| V Visa Inc. Class A | 3.52% | 81,262 | $27.9M | Add +42.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.52% | 55,690 | $27.9M | Add +51.1% |
| MA Mastercard Inc. Class A | 3.48% | 53,561 | $27.5M | Add +20421.5% |
| AAPL Apple Inc. | 3.46% | 94,671 | $27.4M | Add +30.5% |
| NVDA Nvidia Corp. | 3.23% | 127,745 | $25.6M | Add +24.4% |
| META Meta Platforms Inc. Class A | 3.16% | 44,425 | $25.0M | Add +53.7% |
| AMZN Amazon.com Inc. | 3.12% | 103,553 | $24.7M | Add +14.1% |
| MSFT Microsoft Corp. | 3.11% | 65,970 | $24.6M | Add +39.3% |
| GOOG Alphabet Inc. Class C | 3.05% | 68,427 | $24.2M | Add +12.6% |
| TMO Thermo Fisher Scientific Inc. | 2.40% | 37,955 | $19.0M | Add +0.9% |
| MELI MercadoLibre Inc. | 1.81% | 8,463 | $14.4M | Add +29.7% |
| FIS Fidelity National Info Serv | 1.41% | 286,976 | $11.2M | Add +21.9% |
| DHR Danaher Corp. | 1.31% | 54,382 | $10.4M | Add +19.4% |
| GWRE Guidewire Software Inc. | 1.04% | 66,672 | $8.2M | Add +41055.6% |
| SGI Somnigroup International Inc. | 0.86% | 86,425 | $6.8M | Add +1.2% |
| AS Amer Sports Inc. | 0.46% | 106,447 | $3.6M | Add +14850.4% |
| OPAD Offerpad Solutions Inc. Class A | 0.12% | 195,714 | $967K | New |
| GOOGL Alphabet Inc. Class A | 0.09% | 1,954 | $698K | Add +11.8% |
| AVGO Broadcom Inc. | 0.08% | 1,578 | $596K | Add +12.4% |
| TSLA Tesla Inc. | 0.06% | 1,129 | $475K | Add +12.0% |
| MU Micron Technology Inc. | 0.06% | 381 | $440K | Reduce -1.6% |
| LLY Eli Lilly & Co. | 0.05% | 303 | $363K | Add +3.8% |
| AMD Advanced Micro Devices | 0.04% | 549 | $319K | Reduce -6.6% |
| IWB iShares Russell 1000 ETF | 0.04% | 743 | $304K | Add +14.3% |
| IWM iShares Russell 2000 ETF | 0.04% | 1,011 | $304K | Add +5.9% |
| JPM JPMorgan Chase & Co. | 0.04% | 897 | $294K | Add +5.4% |
| FIG Figma Inc. Class A | 0.03% | 13,274 | $240K | No change |
| INDV Indivior Pharmaceuticals Inc. | 0.03% | 5,829 | $239K | Add +496.6% |
| BTSG Brightspring Health Services | 0.03% | 3,401 | $237K | Add +286.5% |
| PLXS Plexus Corp. | 0.03% | 766 | $230K | Add +4.1% |
| LRCX Lam Research Corp. | 0.03% | 512 | $222K | Add +4.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 1,459 | $221K | Add +2.3% |
| WDC Western Digital Corp. | 0.03% | 342 | $218K | Add +86.9% |
| BCPC Balchem Corp. | 0.03% | 1,259 | $213K | Add +54.9% |
| APH Amphenol Corp. Class A | 0.03% | 1,205 | $212K | Add +115.2% |
| VZ Verizon Communications Inc. | 0.03% | 4,940 | $209K | Add +218.9% |
| AMAT Applied Materials Inc. | 0.03% | 278 | $201K | Add +0.7% |
| XOM Exxon Mobil Corp. | 0.03% | 1,469 | $201K | Add +6.1% |
| INTC Intel Corp. | 0.02% | 1,386 | $194K | Reduce -10.9% |
| PRVA Privia Health Group Inc. | 0.02% | 7,269 | $187K | Add +6.8% |
| AGYS Agilysys Inc. | 0.02% | 1,776 | $186K | Add +1343.9% |
| DBD Diebold Nixdorf Inc. | 0.02% | 2,168 | $184K | Add +19.6% |
| ICHR Ichor Holdings Ltd. | 0.02% | 1,637 | $184K | Add +539.5% |
| FSS Federal Signal Corp. | 0.02% | 1,429 | $184K | Add +182.4% |
| WMT Walmart Inc. | 0.02% | 1,620 | $183K | Add +6.2% |
| ABBV Abbvie Inc. | 0.02% | 721 | $181K | Add +6.5% |
| NSSC Napco Security Technologies | 0.02% | 4,729 | $180K | Add +101.7% |
| CVS CVS Health Corp. | 0.02% | 1,719 | $178K | Reduce -26.0% |
| ADPT Adaptive Biotechnologies | 0.02% | 8,280 | $178K | Add +575.4% |
| ECPG Encore Capital Group Inc. | 0.02% | 1,873 | $175K | New |
| VCEL Vericel Corp. | 0.02% | 3,903 | $174K | Add +13.5% |
| WST West Pharmaceutical Services | 0.02% | 471 | $169K | Add +1524.1% |
| KBH KB Home | 0.02% | 2,689 | $168K | Add +513.9% |
| HAPN Happen Inc. | 0.02% | 8,096 | $168K | New |
| CTOS Custom Truck One Source Inc. | 0.02% | 14,184 | $168K | Add +23.2% |
| KN Knowles Corp. | 0.02% | 4,027 | $167K | Add +245.1% |
| ZETA Zeta Global Holdings Corp. Class A | 0.02% | 8,481 | $167K | Add +41.4% |
| FTDR Frontdoor Inc. | 0.02% | 2,151 | $167K | Reduce -11.2% |
| CAT Caterpillar Inc. | 0.02% | 156 | $166K | Add +4.7% |
| DAVE Dave Inc. | 0.02% | 445 | $166K | Add +1754.2% |
| ASTH Astrana Health Inc. | 0.02% | 3,550 | $165K | New |
| NATR Natures Sunshine Prods Inc. | 0.02% | 7,496 | $163K | Add +81.9% |
| ARLO Arlo Technologies Inc. | 0.02% | 12,044 | $162K | Add +73.8% |
| MXL Maxlinear Inc. | 0.02% | 1,261 | $161K | New |
| BJRI Bj's Restaurants Inc. | 0.02% | 2,656 | $161K | Reduce -10.1% |
| FTNT Fortinet Inc. | 0.02% | 1,045 | $161K | Add +150.6% |
| ENTG Entegris Inc. | 0.02% | 890 | $160K | Add +564.2% |
| AVAH Aveanna Healthcare Holdings | 0.02% | 18,675 | $160K | Add +44.4% |
| FTV Fortive Corp. | 0.02% | 2,602 | $159K | Add +2050.4% |
| DAR Darling Ingredients Inc. | 0.02% | 2,852 | $156K | Add +459.2% |
| RSI Rush Street Interactive Inc. | 0.02% | 5,206 | $155K | Add +53.2% |
| TPC Tutor Perini Corp. | 0.02% | 1,851 | $154K | Add +1509.6% |
| LSCC Lattice Semiconductor Corp. | 0.02% | 995 | $152K | Reduce -27.1% |
| FLYW Flywire Corp.-Voting | 0.02% | 8,656 | $152K | New |
| AIR Aar Corp. | 0.02% | 1,064 | $152K | Add +442.9% |
| DLX Deluxe Corp. | 0.02% | 6,364 | $152K | New |
| GTX Garrett Motion Inc. | 0.02% | 4,149 | $150K | Add +35.5% |
| XPO Xpo Inc. | 0.02% | 732 | $150K | Add +1.9% |
| COST Costco Wholesale Corp. | 0.02% | 160 | $150K | Add +8.8% |
| PNTG The Pennant Group Inc. | 0.02% | 4,050 | $150K | New |
| PCTY Paylocity Holding Corp. | 0.02% | 1,431 | $150K | Add +4.8% |
| WLDN Willdan Group Inc. | 0.02% | 1,890 | $149K | New |
| VSXY Victoria's Secret & Co. | 0.02% | 1,787 | $149K | Reduce -12.7% |
| RBC RBC Bearings Inc. | 0.02% | 230 | $148K | Add +351.0% |
| COHR Coherent Corp. | 0.02% | 375 | $148K | Reduce -15.3% |
| CW Curtiss-Wright Corp. | 0.02% | 194 | $147K | Add +506.3% |
| CRS Carpenter Technology | 0.02% | 238 | $147K | New |
| CSCO Cisco Systems Inc. | 0.02% | 1,241 | $146K | Add +2.7% |
| CXDO Crexendo Inc. | 0.02% | 19,426 | $145K | Add +55.6% |
| TWLO Twilio Inc. Class A | 0.02% | 703 | $145K | Add +190.5% |
| IRTC Irhythm Holdings Inc. | 0.02% | 1,216 | $145K | Add +60.9% |
| MRCY Mercury Systems Inc. | 0.02% | 1,181 | $144K | Add +241.3% |
| BCO The Brink's Co. | 0.02% | 1,518 | $143K | Add +524.7% |
| NMRK Newmark Group Inc. Class A | 0.02% | 9,431 | $143K | Add +93.7% |
| BELFB Bel Fuse Inc. Class B | 0.02% | 427 | $142K | Add +359.1% |
| KLAC KLA Corp. | 0.02% | 466 | $141K | Reduce -0.8% |
Portfolio Sells Q1 2026 → Q2 2026
| INDA iShares MSCI India ETF | Sold out | 0.00% | −3.13 |
| COIN Coinbase Global Inc. Class A | Reduce -0.0% | 5.45% | −2.83 |
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −2.75 |
| INTU Intuit Inc. | Reduce -99.7% | 0.00% | −1.45 |
| OPAD Offerpad Solutions Inc. | Sold out | 0.00% | −0.15 |
| FN Fabrinet | Sold out | 0.00% | −0.03 |
| CLH Clean Harbors Inc. | Sold out | 0.00% | −0.03 |
| SF Stifel Financial Corp. | Sold out | 0.00% | −0.02 |
| MAN Manpowergroup Inc. | Sold out | 0.00% | −0.02 |
| WWD Woodward Inc. | Sold out | 0.00% | −0.02 |
| NTRA Natera Inc. | Reduce -92.2% | 0.00% | −0.02 |
| JCI Johnson Controls Internation | Reduce -74.3% | 0.01% | −0.02 |
| CCL Carnival Corp. | Sold out | 0.00% | −0.02 |
| HAYW Hayward Holdings Inc. | Reduce -88.9% | 0.00% | −0.02 |
| JBL Jabil Inc. | Reduce -95.5% | 0.00% | −0.02 |
| GEN Gen Digital Inc. | Reduce -87.9% | 0.00% | −0.02 |
| STRL Sterling Infrastructure Inc. | Sold out | 0.00% | −0.02 |
| NXT Nextpower Inc. | Sold out | 0.00% | −0.02 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −0.02 |
| ECHO Echostar Corp. Class A | Sold out | 0.00% | −0.02 |
| IMAX Imax Corp. | Reduce -89.4% | 0.00% | −0.02 |
| VRT Vertiv Holdings Co. Class A | Reduce -78.4% | 0.01% | −0.02 |
| ASTE Astec Industries Inc. | Sold out | 0.00% | −0.02 |
| PLOW Douglas Dynamics Inc. | Sold out | 0.00% | −0.02 |
| J Jacobs Solutions Inc. | Reduce -78.7% | 0.00% | −0.02 |
| PIPR Piper Sandler Cos | Reduce -73.1% | 0.00% | −0.02 |
| TTMI TTM Technologies | Reduce -95.0% | 0.00% | −0.02 |
| XERS Xeris Biopharma Holdings Inc. | Sold out | 0.00% | −0.02 |
| FIX Comfort Systems USA Inc. | Reduce -80.6% | 0.00% | −0.02 |
| BLBD Blue Bird Corp. | Reduce -90.0% | 0.00% | −0.02 |
| BBIO Bridgebio Pharma Inc. | Sold out | 0.00% | −0.02 |
| ECG Everus Construction Group | Reduce -91.3% | 0.00% | −0.02 |
| TCBI Texas Capital Bancshares Inc. | Reduce -60.7% | 0.01% | −0.02 |
| OIS Oil States International Inc. | Sold out | 0.00% | −0.02 |
| CHEF The Chefs' Warehouse Inc. | Reduce -84.1% | 0.00% | −0.02 |
| RAMP Liveramp Holdings Inc. | Sold out | 0.00% | −0.02 |
| VIAV Viavi Solutions Inc. | Reduce -87.4% | 0.00% | −0.02 |
| CRDO Credo Technology Group Holdi | Reduce -96.2% | 0.00% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -78.9% | 0.01% | −0.01 |
| SPNT Siriuspoint Ltd. | Reduce -84.8% | 0.00% | −0.01 |
| OSIS Osi Systems Inc. | Reduce -73.5% | 0.00% | −0.01 |
| DK Delek US Holdings Inc. | Reduce -80.7% | 0.00% | −0.01 |
| MWA Mueller Water Products Inc. Class A | Reduce -72.5% | 0.00% | −0.01 |
| AROC Archrock Inc. | Reduce -65.9% | 0.01% | −0.01 |
| MATV Mativ Holdings Inc. | Sold out | 0.00% | −0.01 |
| HL Hecla Mining Co. | Sold out | 0.00% | −0.01 |
| BGC BGC Group Inc. Class A | Reduce -76.2% | 0.00% | −0.01 |
| OOMA Ooma Inc. | Sold out | 0.00% | −0.01 |
| RDVT Red Violet Inc. | Sold out | 0.00% | −0.01 |
| CXW Corecivic Inc. | Reduce -87.4% | 0.00% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| MA Mastercard Inc. Class A | Add +20421.5% | 3.48% | +3.45 |
| GWRE Guidewire Software Inc. | Add +41055.6% | 1.04% | +1.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.9% | 6.52% | +0.76 |
| V Visa Inc. Class A | Add +42.7% | 3.52% | +0.76 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +51.1% | 3.52% | +0.68 |
| META Meta Platforms Inc. Class A | Add +53.7% | 3.16% | +0.50 |
| AAPL Apple Inc. | Add +30.5% | 3.46% | +0.50 |
| AS Amer Sports Inc. | Add +14850.4% | 0.46% | +0.45 |
| NVDA Nvidia Corp. | Add +24.4% | 3.23% | +0.35 |
| MSFT Microsoft Corp. | Add +39.3% | 3.11% | +0.29 |
| GOOG Alphabet Inc. Class C | Add +12.6% | 3.05% | +0.25 |
| OPAD Offerpad Solutions Inc. Class A | New | 0.12% | +0.12 |
| AMZN Amazon.com Inc. | Add +14.1% | 3.12% | +0.08 |
| INDV Indivior Pharmaceuticals Inc. | Add +496.6% | 0.03% | +0.03 |
| BTSG Brightspring Health Services | Add +286.5% | 0.03% | +0.02 |
| ECPG Encore Capital Group Inc. | New | 0.02% | +0.02 |
| AGYS Agilysys Inc. | Add +1343.9% | 0.02% | +0.02 |
| ICHR Ichor Holdings Ltd. | Add +539.5% | 0.02% | +0.02 |
| HAPN Happen Inc. | New | 0.02% | +0.02 |
| ASTH Astrana Health Inc. | New | 0.02% | +0.02 |
| MXL Maxlinear Inc. | New | 0.02% | +0.02 |
| DAVE Dave Inc. | Add +1754.2% | 0.02% | +0.02 |
| WST West Pharmaceutical Services | Add +1524.1% | 0.02% | +0.02 |
| ADPT Adaptive Biotechnologies | Add +575.4% | 0.02% | +0.02 |
| WDC Western Digital Corp. | Add +86.9% | 0.03% | +0.02 |
| DLX Deluxe Corp. | New | 0.02% | +0.02 |
| FLYW Flywire Corp.-Voting | New | 0.02% | +0.02 |
| FTV Fortive Corp. | Add +2050.4% | 0.02% | +0.02 |
| PNTG The Pennant Group Inc. | New | 0.02% | +0.02 |
| WLDN Willdan Group Inc. | New | 0.02% | +0.02 |
| CRS Carpenter Technology | New | 0.02% | +0.02 |
| TPC Tutor Perini Corp. | Add +1509.6% | 0.02% | +0.02 |
| ENTG Entegris Inc. | Add +564.2% | 0.02% | +0.02 |
| KBH KB Home | Add +513.9% | 0.02% | +0.02 |
| FENC Fennec Pharmaceuticals Inc. | New | 0.02% | +0.02 |
| AAON Aaon Inc. | New | 0.02% | +0.02 |
| ETON Eton Pharmaceuticals Inc. | New | 0.02% | +0.02 |
| CTRN Citi Trends Inc. | New | 0.02% | +0.02 |
| BBCP Concrete Pumping Holdings Inc. | New | 0.02% | +0.02 |
| CBRL Cracker Barrel Old Country | New | 0.02% | +0.02 |
| LOCO El Pollo Loco Holdings Inc. | Add +2287.3% | 0.02% | +0.02 |
| KN Knowles Corp. | Add +245.1% | 0.02% | +0.02 |
| PRCH Porch Group Inc. | New | 0.02% | +0.02 |
| RCKY Rocky Brands Inc. | New | 0.02% | +0.02 |
| PKOH Park-Ohio Holdings Corp. | New | 0.02% | +0.02 |
| AIR Aar Corp. | Add +442.9% | 0.02% | +0.02 |
| CECO Ceco Environmental Corp. | Add +1359.0% | 0.02% | +0.02 |
| PGC Peapack Gladstone Finl Corp. | New | 0.02% | +0.02 |
| DRS Leonardo DRS Inc. | New | 0.02% | +0.02 |
| PENN Penn Entertainment Inc. | New | 0.02% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,169 | $791.5M | VNO, EWJ, TSM, COIN, V |
| Q1 2026 | 1,190 | $622.3M | VNO, EWJ, COIN, TSM, INDA |
| Q4 2025 | 862 | $663.1M | VNO, EWJ, COIN, TSM, TMO |
| Q3 2025 | 22 | $657.5M | VNO, EWJ, COIN, TSM, GOOG |
| Q2 2025 | 23 | $628.8M | VNO, COIN, EWJ, TSM, NVDA |
| Q1 2025 | 24 | $531.6M | VNO, EWJ, COIN, TSM, BRK.B |
| Q4 2024 | 24 | $556.8M | VNO, EWJ, COIN, TMO, AAPL |
| Q3 2024 | 24 | $552.2M | VNO, EWJ, COIN, TSM, QCOM |
| Q2 2024 | 25 | $480.9M | VNO, COIN, EWJ, CHTR, NVDA |
| Q1 2024 | 24 | $520.3M | VNO, COIN, EWJ, ORCL, CHTR |