Kemnay Advisory Services Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Kemnay Advisory Services Inc. reported 24 stock positions worth $520.3 million. Its top holding was Vornado Realty Trust (VNO) at 32.3% of the portfolio, followed by Coinbase Global Class A (COIN, 13.9%) and iShares MSCI Japan ETF (EWJ, 11.9%). Compared with Q4 2023, it opened 3 new positions, sold out of 2, added to 6 and reduced 6. The biggest buy was a new position in iShares MSCI Japan ETF (EWJ) and the biggest sale an exit from Berkshire Hathaway Class B (BRK.B).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001555283
- Portfolio Value
- $520.3M (Q1 2024)
- SEC Filing
- 0000950123-24-005268 ↗ filed May 15, 2024
Holdings Value
Holdings 24 stocks · $520.3M
| VNO Vornado Realty Trust | 32.26% | 5,834,481 | $167.9M | No change |
| COIN Coinbase Global Inc. Class A | 13.93% | 273,431 | $72.5M | No change |
| EWJ iShares MSCI Japan ETF | 11.92% | 869,500 | $62.0M | New |
| ORCL Oracle Corp. | 3.56% | 147,613 | $18.5M | Reduce -5.0% |
| CHTR Charter Communications Inc. Class A | 3.19% | 57,044 | $16.6M | No change |
| NVDA Nvidia Corp. | 2.92% | 16,824 | $15.2M | Reduce -18.9% |
| QCOM Qualcomm Inc. | 2.69% | 82,534 | $14.0M | Reduce -32.7% |
| GOOG Alphabet Inc. Class C | 2.55% | 87,190 | $13.3M | Add +14.9% |
| AMZN Amazon.com Inc. | 2.53% | 72,957 | $13.2M | Add +3.1% |
| CRM Salesforce Inc. | 2.48% | 42,858 | $12.9M | New |
| MA Mastercard Inc. Class A | 2.48% | 26,796 | $12.9M | Add +3.6% |
| META Meta Platforms Inc. Class A | 2.47% | 26,470 | $12.9M | Reduce -13.7% |
| MSFT Microsoft Corp. | 2.46% | 30,477 | $12.8M | Add +9.4% |
| V Visa Inc. Class A | 2.41% | 44,901 | $12.5M | Add +7.5% |
| UBER Uber Technologies Inc. | 2.34% | 158,316 | $12.2M | Reduce -17.8% |
| AAPL Apple Inc. | 2.24% | 67,847 | $11.6M | Add +23.3% |
| OPAD Offerpad Solutions Inc. | 2.15% | 1,379,507 | $11.2M | No change |
| CSX CSX Corp. | 1.84% | 257,999 | $9.6M | No change |
| TSM Taiwan Semiconductor-SP ADR | 1.17% | 44,715 | $6.1M | New |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 0.98% | 89,765 | $5.1M | No change |
| AMAT Applied Materials Inc. | 0.64% | 16,026 | $3.3M | Reduce -12.8% |
| MELI MercadoLibre Inc. | 0.63% | 2,160 | $3.3M | No change |
| VCSA Vacasa Inc. Class A | 0.17% | 126,492 | $863K | No change |
| NBIS Nebius Group NV filed as YANDEX N V | 0.00% | 95,488 | $0 | No change |
Portfolio Sells Q4 2023 → Q1 2024
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −2.50 |
| QCOM Qualcomm Inc. | Reduce -32.7% | 2.69% | −1.62 |
| UBER Uber Technologies Inc. | Reduce -17.8% | 2.34% | −0.54 |
| ORCL Oracle Corp. | Reduce -5.0% | 3.56% | −0.41 |
| META Meta Platforms Inc. Class A | Reduce -13.7% | 2.47% | −0.16 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.13 |
| AMAT Applied Materials Inc. | Reduce -12.8% | 0.64% | −0.09 |
| NVDA Nvidia Corp. | Reduce -18.9% | 2.92% | +0.43 |
Portfolio Buys Q4 2023 → Q1 2024
| EWJ iShares MSCI Japan ETF | New | 11.92% | +11.92 |
| CRM Salesforce Inc. | New | 2.48% | +2.48 |
| TSM Taiwan Semiconductor-SP ADR | New | 1.17% | +1.17 |
| GOOG Alphabet Inc. Class C | Add +14.9% | 2.55% | −0.04 |
| MSFT Microsoft Corp. | Add +9.4% | 2.46% | −0.08 |
| AMZN Amazon.com Inc. | Add +3.1% | 2.53% | −0.08 |
| MA Mastercard Inc. Class A | Add +3.6% | 2.48% | −0.20 |
| V Visa Inc. Class A | Add +7.5% | 2.41% | −0.23 |
| AAPL Apple Inc. | Add +23.3% | 2.24% | −0.34 |
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 |