Kemnay Advisory Services Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Kemnay Advisory Services Inc. reported 25 stock positions worth $480.9 million. Its top holding was Vornado Realty Trust (VNO) at 31.9% of the portfolio, followed by Coinbase Global Class A (COIN, 12.6%) and iShares MSCI Japan ETF (EWJ, 12.3%). Compared with Q1 2024, it opened 3 new positions, sold out of 2, added to 5 and reduced 11. The biggest buy was a new position in Berkshire Hathaway Class B (BRK.B) and the biggest sale an exit from Uber Technologies (UBER).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001555283
- Portfolio Value
- $480.9M (Q2 2024)
- SEC Filing
- 0000950123-24-008470 ↗ filed Aug 14, 2024
Holdings Value
Holdings 25 stocks · $480.9M
| VNO Vornado Realty Trust | 31.89% | 5,834,481 | $153.4M | No change |
| COIN Coinbase Global Inc. Class A | 12.63% | 273,431 | $60.8M | No change |
| EWJ iShares MSCI Japan ETF | 12.34% | 869,500 | $59.3M | No change |
| CHTR Charter Communications Inc. Class A | 3.44% | 55,281 | $16.5M | Reduce -3.1% |
| NVDA Nvidia Corp. | 3.39% | 132,050 | $16.3M | Reduce -21.5% |
| QCOM Qualcomm Inc. | 2.89% | 69,664 | $13.9M | Reduce -15.6% |
| AAPL Apple Inc. | 2.88% | 65,826 | $13.9M | Reduce -3.0% |
| MSFT Microsoft Corp. | 2.74% | 29,521 | $13.2M | Reduce -3.1% |
| META Meta Platforms Inc. Class A | 2.72% | 25,949 | $13.1M | Reduce -2.0% |
| GOOG Alphabet Inc. Class C | 2.72% | 71,241 | $13.1M | Reduce -18.3% |
| AMZN Amazon.com Inc. | 2.70% | 67,145 | $13.0M | Reduce -8.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.55% | 30,096 | $12.2M | New |
| MA Mastercard Inc. Class A | 2.50% | 27,254 | $12.0M | Add +1.7% |
| V Visa Inc. Class A | 2.42% | 44,374 | $11.6M | Reduce -1.2% |
| CRM Salesforce Inc. | 2.32% | 43,445 | $11.2M | Add +1.4% |
| CSX CSX Corp. | 1.89% | 271,349 | $9.1M | Add +5.2% |
| TSM Taiwan Semiconductor-SP ADR | 1.73% | 47,849 | $8.3M | Add +7.0% |
| ORCL Oracle Corp. | 1.43% | 48,792 | $6.9M | Reduce -67.0% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 1.34% | 135,731 | $6.4M | Add +51.2% |
| OPAD Offerpad Solutions Inc. | 1.27% | 1,379,507 | $6.1M | No change |
| TMO Thermo Fisher Scientific Inc. | 0.89% | 7,697 | $4.3M | New |
| MELI MercadoLibre Inc. | 0.67% | 1,957 | $3.2M | Reduce -9.4% |
| DHR Danaher Corp. | 0.54% | 10,328 | $2.6M | New |
| VCSA Vacasa Inc. Class A | 0.13% | 126,492 | $616K | No change |
| NBIS Nebius Group NV filed as YANDEX N V | 0.00% | 95,488 | $0 | No change |
Portfolio Sells Q1 2024 → Q2 2024
| UBER Uber Technologies Inc. | Sold out | 0.00% | −2.34 |
| ORCL Oracle Corp. | Reduce -67.0% | 1.43% | −2.13 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.64 |
| V Visa Inc. Class A | Reduce -1.2% | 2.42% | +0.01 |
| MELI MercadoLibre Inc. | Reduce -9.4% | 0.67% | +0.04 |
| GOOG Alphabet Inc. Class C | Reduce -18.3% | 2.72% | +0.17 |
| AMZN Amazon.com Inc. | Reduce -8.0% | 2.70% | +0.17 |
| QCOM Qualcomm Inc. | Reduce -15.6% | 2.89% | +0.20 |
| CHTR Charter Communications Inc. Class A | Reduce -3.1% | 3.44% | +0.25 |
| META Meta Platforms Inc. Class A | Reduce -2.0% | 2.72% | +0.25 |
| MSFT Microsoft Corp. | Reduce -3.1% | 2.74% | +0.28 |
| NVDA Nvidia Corp. | Reduce -21.5% | 3.39% | +0.47 |
| AAPL Apple Inc. | Reduce -3.0% | 2.88% | +0.65 |
Portfolio Buys Q1 2024 → Q2 2024
| BRK.B Berkshire Hathaway Inc. Class B | New | 2.55% | +2.55 |
| TMO Thermo Fisher Scientific Inc. | New | 0.89% | +0.89 |
| TSM Taiwan Semiconductor-SP ADR | Add +7.0% | 1.73% | +0.56 |
| DHR Danaher Corp. | New | 0.54% | +0.54 |
| SGI Somnigroup International Inc. | Add +51.2% | 1.34% | +0.36 |
| CSX CSX Corp. | Add +5.2% | 1.89% | +0.05 |
| MA Mastercard Inc. Class A | Add +1.7% | 2.50% | +0.02 |
| CRM Salesforce Inc. | Add +1.4% | 2.32% | −0.16 |
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 |