Kemnay Advisory Services Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Kemnay Advisory Services Inc. reported 23 stock positions worth $628.8 million. Its top holding was Vornado Realty Trust (VNO) at 35.5% of the portfolio, followed by Coinbase Global Class A (COIN, 13.0%) and iShares MSCI Japan ETF (EWJ, 10.4%). Compared with Q1 2025, it sold out of 1, added to 11 and reduced 7. The biggest buy was Apple (AAPL, shares +14%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001555283
- Portfolio Value
- $628.8M (Q2 2025)
- SEC Filing
- 0000950123-25-008090 ↗ filed Aug 14, 2025
Holdings Value
Holdings 23 stocks · $628.8M
| VNO Vornado Realty Trust | 35.48% | 5,834,481 | $223.1M | No change |
| COIN Coinbase Global Inc. Class A | 12.95% | 232,346 | $81.4M | No change |
| EWJ iShares MSCI Japan ETF | 10.37% | 869,500 | $65.2M | No change |
| TSM Taiwan Semiconductor-SP ADR | 5.88% | 163,359 | $37.0M | Add +2.8% |
| NVDA Nvidia Corp. | 2.82% | 112,213 | $17.7M | Add +1.7% |
| META Meta Platforms Inc. Class A | 2.80% | 23,884 | $17.6M | Add +10.7% |
| MSFT Microsoft Corp. | 2.66% | 33,648 | $16.7M | Reduce -11.0% |
| TMO Thermo Fisher Scientific Inc. | 2.57% | 39,920 | $16.2M | Add +17.9% |
| AMZN Amazon.com Inc. | 2.57% | 73,673 | $16.2M | Add +6.8% |
| GOOG Alphabet Inc. Class C | 2.54% | 90,179 | $16.0M | Add +8.3% |
| AAPL Apple Inc. | 2.34% | 71,813 | $14.7M | Add +13.6% |
| V Visa Inc. Class A | 2.34% | 41,489 | $14.7M | Reduce -4.7% |
| MA Mastercard Inc. Class A | 2.32% | 25,990 | $14.6M | Reduce -5.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.28% | 29,521 | $14.3M | Reduce -7.9% |
| CSX CSX Corp. | 1.77% | 340,228 | $11.1M | Add +1.0% |
| ORCL Oracle Corp. | 1.70% | 48,767 | $10.7M | Reduce -13.6% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.45% | 664,444 | $9.1M | No change |
| DHR Danaher Corp. | 1.25% | 39,767 | $7.9M | Add +7.1% |
| SOFI Sofi Technologies Inc. | 1.15% | 396,149 | $7.2M | Add +319.9% |
| MELI MercadoLibre Inc. | 1.10% | 2,650 | $6.9M | Add +1.1% |
| SGI Somnigroup International Inc. | 1.00% | 92,435 | $6.3M | Reduce -42.8% |
| QCOM Qualcomm Inc. | 0.44% | 17,454 | $2.8M | Reduce -60.8% |
| OPAD Offerpad Solutions Inc. | 0.20% | 1,379,507 | $1.3M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -7.9% | 2.28% | −0.93 |
| QCOM Qualcomm Inc. | Reduce -60.8% | 0.44% | −0.84 |
| SGI Somnigroup International Inc. | Reduce -42.8% | 1.00% | −0.82 |
| V Visa Inc. Class A | Reduce -4.7% | 2.34% | −0.53 |
| MA Mastercard Inc. Class A | Reduce -5.0% | 2.32% | −0.50 |
| VCSA Vacasa Inc. Class A | Sold out | 0.00% | −0.13 |
| MSFT Microsoft Corp. | Reduce -11.0% | 2.66% | −0.01 |
| ORCL Oracle Corp. | Reduce -13.6% | 1.70% | +0.21 |
Portfolio Buys Q1 2025 → Q2 2025
| AAPL Apple Inc. | Add +13.6% | 2.34% | +1.78 |
| SOFI Sofi Technologies Inc. | Add +319.9% | 1.15% | +0.94 |
| TSM Taiwan Semiconductor-SP ADR | Add +2.8% | 5.88% | +0.92 |
| NVDA Nvidia Corp. | Add +1.7% | 2.82% | +0.57 |
| META Meta Platforms Inc. Class A | Add +10.7% | 2.80% | +0.46 |
| MELI MercadoLibre Inc. | Add +1.1% | 1.10% | +0.14 |
| AMZN Amazon.com Inc. | Add +6.8% | 2.57% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +8.3% | 2.54% | +0.10 |
| CSX CSX Corp. | Add +1.0% | 1.77% | −0.10 |
| DHR Danaher Corp. | Add +7.1% | 1.25% | −0.18 |
| TMO Thermo Fisher Scientific Inc. | Add +17.9% | 2.57% | −0.60 |
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 |