Kemnay Advisory Services Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Kemnay Advisory Services Inc. reported 24 stock positions worth $531.6 million. Its top holding was Vornado Realty Trust (VNO) at 40.6% of the portfolio, followed by iShares MSCI Japan ETF (EWJ, 11.2%) and Coinbase Global Class A (COIN, 7.5%). Compared with Q4 2024, it opened 1 new position, sold out of 1, added to 16 and reduced 1. The biggest buy was Taiwan Semiconductor-SP ADR (TSM, shares +177%) and the biggest sale an exit from Salesforce (CRM).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001555283
- Portfolio Value
- $531.6M (Q1 2025)
- SEC Filing
- 0000950123-25-005522 ↗ filed May 15, 2025
Holdings Value
Holdings 24 stocks · $531.6M
| VNO Vornado Realty Trust | 40.59% | 5,834,481 | $215.8M | No change |
| EWJ iShares MSCI Japan ETF | 11.21% | 869,500 | $59.6M | No change |
| COIN Coinbase Global Inc. Class A | 7.53% | 232,346 | $40.0M | No change |
| TSM Taiwan Semiconductor-SP ADR | 4.96% | 158,914 | $26.4M | Add +176.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 3.21% | 32,059 | $17.1M | Add +33.6% |
| TMO Thermo Fisher Scientific Inc. | 3.17% | 33,862 | $16.8M | Add +33.0% |
| V Visa Inc. Class A | 2.87% | 43,540 | $15.3M | Add +19.6% |
| MA Mastercard Inc. Class A | 2.82% | 27,349 | $15.0M | Add +26.8% |
| MSFT Microsoft Corp. | 2.67% | 37,807 | $14.2M | Add +39.3% |
| AMZN Amazon.com Inc. | 2.47% | 68,980 | $13.1M | Add +24.3% |
| GOOG Alphabet Inc. Class C | 2.45% | 83,295 | $13.0M | Add +28.3% |
| META Meta Platforms Inc. Class A | 2.34% | 21,580 | $12.4M | Add +6.7% |
| NVDA Nvidia Corp. | 2.25% | 110,356 | $12.0M | Add +38.6% |
| CSX CSX Corp. | 1.86% | 336,818 | $9.9M | Add +21.8% |
| SGI Somnigroup International Inc. | 1.82% | 161,638 | $9.7M | Add +1.6% |
| ORCL Oracle Corp. | 1.48% | 56,445 | $7.9M | Add +66.3% |
| DHR Danaher Corp. | 1.43% | 37,116 | $7.6M | Add +30.9% |
| QCOM Qualcomm Inc. | 1.29% | 44,538 | $6.8M | Reduce -25.5% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.28% | 664,444 | $6.8M | No change |
| MELI MercadoLibre Inc. | 0.96% | 2,622 | $5.1M | Add +17.0% |
| AAPL Apple Inc. | 0.56% | 63,228 | $3.0M | Add +26.2% |
| OPAD Offerpad Solutions Inc. | 0.43% | 1,379,507 | $2.3M | No change |
| SOFI Sofi Technologies Inc. | 0.21% | 94,356 | $1.1M | New |
| VCSA Vacasa Inc. Class A | 0.13% | 126,492 | $681K | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| TSM Taiwan Semiconductor-SP ADR | Add +176.9% | 4.96% | +2.93 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +33.6% | 3.21% | +1.26 |
| V Visa Inc. Class A | Add +19.6% | 2.87% | +0.80 |
| TMO Thermo Fisher Scientific Inc. | Add +33.0% | 3.17% | +0.79 |
| MA Mastercard Inc. Class A | Add +26.8% | 2.82% | +0.78 |
| MSFT Microsoft Corp. | Add +39.3% | 2.67% | +0.61 |
| ORCL Oracle Corp. | Add +66.3% | 1.48% | +0.47 |
| NVDA Nvidia Corp. | Add +38.6% | 2.25% | +0.33 |
| AMZN Amazon.com Inc. | Add +24.3% | 2.47% | +0.28 |
| MELI MercadoLibre Inc. | Add +17.0% | 0.96% | +0.28 |
| DHR Danaher Corp. | Add +30.9% | 1.43% | +0.26 |
| CSX CSX Corp. | Add +21.8% | 1.86% | +0.26 |
| GOOG Alphabet Inc. Class C | Add +28.3% | 2.45% | +0.23 |
| META Meta Platforms Inc. Class A | Add +6.7% | 2.34% | +0.21 |
| SOFI Sofi Technologies Inc. | New | 0.21% | +0.21 |
| SGI Somnigroup International Inc. | Add +1.6% | 1.82% | +0.20 |
| AAPL Apple Inc. | Add +26.2% | 0.56% | −1.69 |
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 |