Kemnay Advisory Services Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Kemnay Advisory Services Inc. reported 24 stock positions worth $552.2 million. Its top holding was Vornado Realty Trust (VNO) at 41.6% of the portfolio, followed by iShares MSCI Japan ETF (EWJ, 11.3%) and Coinbase Global Class A (COIN, 8.3%). Compared with Q2 2024, it opened 1 new position, sold out of 2, added to 9 and reduced 8. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +187%) and the biggest sale Coinbase Global Class A (COIN, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001555283
- Portfolio Value
- $552.2M (Q3 2024)
- SEC Filing
- 0000950123-24-011526 ↗ filed Nov 14, 2024
Holdings Value
Holdings 24 stocks · $552.2M
| VNO Vornado Realty Trust | 41.63% | 5,834,481 | $229.9M | No change |
| EWJ iShares MSCI Japan ETF | 11.27% | 869,500 | $62.2M | No change |
| COIN Coinbase Global Inc. Class A | 8.27% | 256,399 | $45.7M | Reduce -6.2% |
| TSM Taiwan Semiconductor-SP ADR | 4.32% | 137,478 | $23.9M | Add +187.3% |
| QCOM Qualcomm Inc. | 2.52% | 81,788 | $13.9M | Add +17.4% |
| META Meta Platforms Inc. Class A | 2.49% | 23,997 | $13.7M | Reduce -7.5% |
| AMZN Amazon.com Inc. | 2.47% | 73,289 | $13.7M | Add +9.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.44% | 29,238 | $13.5M | Reduce -2.9% |
| AAPL Apple Inc. | 2.43% | 57,594 | $13.4M | Reduce -12.5% |
| V Visa Inc. Class A | 2.42% | 48,658 | $13.4M | Add +9.7% |
| UBER Uber Technologies Inc. | 2.41% | 177,268 | $13.3M | New |
| MSFT Microsoft Corp. | 2.41% | 30,865 | $13.3M | Add +4.5% |
| GOOG Alphabet Inc. Class C | 2.40% | 79,346 | $13.3M | Add +11.4% |
| NVDA Nvidia Corp. | 2.33% | 105,982 | $12.9M | Reduce -19.7% |
| TMO Thermo Fisher Scientific Inc. | 1.80% | 16,103 | $10.0M | Add +109.2% |
| CSX CSX Corp. | 1.72% | 274,749 | $9.5M | Add +1.3% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 1.68% | 169,855 | $9.3M | Add +25.1% |
| CHTR Charter Communications Inc. Class A | 1.60% | 27,264 | $8.8M | Reduce -50.7% |
| ORCL Oracle Corp. | 1.21% | 39,224 | $6.7M | Reduce -19.6% |
| OPAD Offerpad Solutions Inc. | 1.01% | 1,379,507 | $5.6M | No change |
| MELI MercadoLibre Inc. | 0.57% | 1,541 | $3.2M | Reduce -21.3% |
| DHR Danaher Corp. | 0.52% | 10,328 | $2.9M | No change |
| VCSA Vacasa Inc. Class A | 0.06% | 126,492 | $355K | No change |
| NBIS Nebius Group NV | 0.00% | 95,488 | $0 | No change |
Portfolio Sells Q2 2024 → Q3 2024
| COIN Coinbase Global Inc. Class A | Reduce -6.2% | 8.27% | −4.36 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −2.50 |
| CRM Salesforce Inc. | Sold out | 0.00% | −2.32 |
| CHTR Charter Communications Inc. Class A | Reduce -50.7% | 1.60% | −1.84 |
| NVDA Nvidia Corp. | Reduce -19.7% | 2.33% | −1.06 |
| AAPL Apple Inc. | Reduce -12.5% | 2.43% | −0.45 |
| META Meta Platforms Inc. Class A | Reduce -7.5% | 2.49% | −0.23 |
| ORCL Oracle Corp. | Reduce -19.6% | 1.21% | −0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.9% | 2.44% | −0.11 |
| MELI MercadoLibre Inc. | Reduce -21.3% | 0.57% | −0.10 |
Portfolio Buys Q2 2024 → Q3 2024
| TSM Taiwan Semiconductor-SP ADR | Add +187.3% | 4.32% | +2.59 |
| UBER Uber Technologies Inc. | New | 2.41% | +2.41 |
| TMO Thermo Fisher Scientific Inc. | Add +109.2% | 1.80% | +0.92 |
| SGI Somnigroup International Inc. | Add +25.1% | 1.68% | +0.34 |
| V Visa Inc. Class A | Add +9.7% | 2.42% | +0.00 |
| CSX CSX Corp. | Add +1.3% | 1.72% | −0.17 |
| AMZN Amazon.com Inc. | Add +9.2% | 2.47% | −0.22 |
| GOOG Alphabet Inc. Class C | Add +11.4% | 2.40% | −0.31 |
| MSFT Microsoft Corp. | Add +4.5% | 2.41% | −0.34 |
| QCOM Qualcomm Inc. | Add +17.4% | 2.52% | −0.37 |
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 |