Kemnay Advisory Services Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Kemnay Advisory Services Inc. reported 24 stock positions worth $556.8 million. Its top holding was Vornado Realty Trust (VNO) at 44.1% of the portfolio, followed by iShares MSCI Japan ETF (EWJ, 10.5%) and Coinbase Global Class A (COIN, 10.4%). Compared with Q3 2024, it opened 3 new positions, sold out of 3, added to 4 and reduced 13. The biggest buy was a new position in Salesforce (CRM) and the biggest sale an exit from Uber Technologies (UBER).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001555283
- Portfolio Value
- $556.8M (Q4 2024)
- SEC Filing
- 0000950123-25-002359 ↗ filed Feb 14, 2025
Holdings Value
Holdings 24 stocks · $556.8M
| VNO Vornado Realty Trust | 44.05% | 5,834,481 | $245.3M | No change |
| EWJ iShares MSCI Japan ETF | 10.48% | 869,500 | $58.3M | No change |
| COIN Coinbase Global Inc. Class A | 10.36% | 232,346 | $57.7M | Reduce -9.4% |
| TMO Thermo Fisher Scientific Inc. | 2.38% | 25,455 | $13.2M | Add +58.1% |
| AAPL Apple Inc. | 2.25% | 50,118 | $12.6M | Reduce -13.0% |
| GOOG Alphabet Inc. Class C | 2.22% | 64,925 | $12.4M | Reduce -18.2% |
| AMZN Amazon.com Inc. | 2.19% | 55,492 | $12.2M | Reduce -24.3% |
| META Meta Platforms Inc. Class A | 2.13% | 20,222 | $11.8M | Reduce -15.7% |
| CRM Salesforce Inc. | 2.07% | 34,498 | $11.5M | New |
| V Visa Inc. Class A | 2.07% | 36,400 | $11.5M | Reduce -25.2% |
| MSFT Microsoft Corp. | 2.06% | 27,149 | $11.4M | Reduce -12.0% |
| MA Mastercard Inc. Class A | 2.04% | 21,575 | $11.4M | New |
| TSM Taiwan Semiconductor-SP ADR | 2.04% | 57,382 | $11.3M | Reduce -58.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.95% | 23,997 | $10.9M | Reduce -17.9% |
| NVDA Nvidia Corp. | 1.92% | 79,592 | $10.7M | Reduce -24.9% |
| QCOM Qualcomm Inc. | 1.65% | 59,794 | $9.2M | Reduce -26.9% |
| SGI Somnigroup International Inc. filed as TEMPUR SEALY INTL INC | 1.62% | 159,029 | $9.0M | Reduce -6.4% |
| CSX CSX Corp. | 1.60% | 276,649 | $8.9M | Add +0.7% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.24% | 664,444 | $6.9M | New |
| DHR Danaher Corp. | 1.17% | 28,365 | $6.5M | Add +174.6% |
| ORCL Oracle Corp. | 1.02% | 33,933 | $5.7M | Reduce -13.5% |
| OPAD Offerpad Solutions Inc. | 0.71% | 1,379,507 | $3.9M | No change |
| MELI MercadoLibre Inc. | 0.68% | 2,241 | $3.8M | Add +45.4% |
| VCSA Vacasa Inc. Class A | 0.11% | 126,492 | $620K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| UBER Uber Technologies Inc. | Sold out | 0.00% | −2.41 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -58.3% | 2.04% | −2.29 |
| CHTR Charter Communications Inc. Class A | Sold out | 0.00% | −1.60 |
| QCOM Qualcomm Inc. | Reduce -26.9% | 1.65% | −0.87 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -17.9% | 1.95% | −0.48 |
| NVDA Nvidia Corp. | Reduce -24.9% | 1.92% | −0.41 |
| META Meta Platforms Inc. Class A | Reduce -15.7% | 2.13% | −0.36 |
| V Visa Inc. Class A | Reduce -25.2% | 2.07% | −0.36 |
| MSFT Microsoft Corp. | Reduce -12.0% | 2.06% | −0.35 |
| AMZN Amazon.com Inc. | Reduce -24.3% | 2.19% | −0.29 |
| ORCL Oracle Corp. | Reduce -13.5% | 1.02% | −0.19 |
| GOOG Alphabet Inc. Class C | Reduce -18.2% | 2.22% | −0.18 |
| AAPL Apple Inc. | Reduce -13.0% | 2.25% | −0.18 |
| SGI Somnigroup International Inc. | Reduce -6.4% | 1.62% | −0.06 |
| NBIS Nebius Group NV | Sold out | 0.00% | 0.00 |
| COIN Coinbase Global Inc. Class A | Reduce -9.4% | 10.36% | +2.09 |
Portfolio Buys Q3 2024 → Q4 2024
| CRM Salesforce Inc. | New | 2.07% | +2.07 |
| MA Mastercard Inc. Class A | New | 2.04% | +2.04 |
| NU Nu Holdings Ltd./Cayman Isl-A | New | 1.24% | +1.24 |
| DHR Danaher Corp. | Add +174.6% | 1.17% | +0.65 |
| TMO Thermo Fisher Scientific Inc. | Add +58.1% | 2.38% | +0.57 |
| MELI MercadoLibre Inc. | Add +45.4% | 0.68% | +0.11 |
| CSX CSX Corp. | Add +0.7% | 1.60% | −0.11 |
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 |