Kemnay Advisory Services Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Kemnay Advisory Services Inc. reported 22 stock positions worth $657.5 million. Its top holding was Vornado Realty Trust (VNO) at 36.0% of the portfolio, followed by iShares MSCI Japan ETF (EWJ, 10.6%) and Coinbase Global Class A (COIN, 10.5%). Compared with Q2 2025, it opened 3 new positions, sold out of 4, added to 6 and reduced 8. The biggest buy was a new position in Capital One Financial (COF) and the biggest sale Coinbase Global Class A (COIN, shares −12%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001555283
- Portfolio Value
- $657.5M (Q3 2025)
- SEC Filing
- 0001193125-25-278728 ↗ filed Nov 13, 2025
Holdings Value
Holdings 22 stocks · $657.5M
| VNO Vornado Realty Trust | 35.96% | 5,834,481 | $236.5M | No change |
| EWJ iShares MSCI Japan ETF | 10.61% | 869,500 | $69.7M | No change |
| COIN Coinbase Global Inc. Class A | 10.54% | 205,300 | $69.3M | Reduce -11.6% |
| TSM Taiwan Semiconductor-SP ADR | 6.36% | 149,692 | $41.8M | Reduce -8.4% |
| GOOG Alphabet Inc. Class C | 3.05% | 82,439 | $20.1M | Reduce -8.6% |
| TMO Thermo Fisher Scientific Inc. | 2.94% | 39,920 | $19.4M | No change |
| AAPL Apple Inc. | 2.86% | 73,822 | $18.8M | Add +2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.73% | 35,646 | $17.9M | Add +20.8% |
| NVDA Nvidia Corp. | 2.62% | 92,432 | $17.2M | Reduce -17.6% |
| V Visa Inc. Class A | 2.57% | 49,548 | $16.9M | Add +19.4% |
| MSFT Microsoft Corp. | 2.56% | 32,458 | $16.8M | Reduce -3.5% |
| COF Capital One Financial Corp. | 2.55% | 78,740 | $16.7M | New |
| AMZN Amazon.com Inc. | 2.47% | 73,914 | $16.2M | Add +0.3% |
| META Meta Platforms Inc. Class A | 2.41% | 21,550 | $15.8M | Reduce -9.8% |
| CSX CSX Corp. | 1.84% | 340,228 | $12.1M | No change |
| INTU Intuit Inc. | 1.75% | 16,808 | $11.5M | New |
| MELI MercadoLibre Inc. | 1.51% | 4,238 | $9.9M | Add +59.9% |
| DHR Danaher Corp. | 1.48% | 49,190 | $9.8M | Add +23.7% |
| SGI Somnigroup International Inc. | 1.15% | 89,505 | $7.5M | Reduce -3.2% |
| OPAD Offerpad Solutions Inc. | 0.87% | 1,379,507 | $5.8M | No change |
| ORCL Oracle Corp. | 0.75% | 17,633 | $5.0M | Reduce -63.8% |
| JOBY Joby Aviation Inc. | 0.43% | 175,321 | $2.8M | New |
Portfolio Sells Q2 2025 → Q3 2025
| COIN Coinbase Global Inc. Class A | Reduce -11.6% | 10.54% | −2.41 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −2.32 |
| NU Nu Holdings Ltd./Cayman Isl-A | Sold out | 0.00% | −1.45 |
| SOFI Sofi Technologies Inc. | Sold out | 0.00% | −1.15 |
| ORCL Oracle Corp. | Reduce -63.8% | 0.75% | −0.94 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.44 |
| META Meta Platforms Inc. Class A | Reduce -9.8% | 2.41% | −0.40 |
| NVDA Nvidia Corp. | Reduce -17.6% | 2.62% | −0.20 |
| MSFT Microsoft Corp. | Reduce -3.5% | 2.56% | −0.10 |
| SGI Somnigroup International Inc. | Reduce -3.2% | 1.15% | +0.15 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -8.4% | 6.36% | +0.47 |
| GOOG Alphabet Inc. Class C | Reduce -8.6% | 3.05% | +0.51 |
Portfolio Buys Q2 2025 → Q3 2025
| COF Capital One Financial Corp. | New | 2.55% | +2.55 |
| INTU Intuit Inc. | New | 1.75% | +1.75 |
| AAPL Apple Inc. | Add +2.8% | 2.86% | +0.52 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +20.8% | 2.73% | +0.44 |
| JOBY Joby Aviation Inc. | New | 0.43% | +0.43 |
| MELI MercadoLibre Inc. | Add +59.9% | 1.51% | +0.40 |
| DHR Danaher Corp. | Add +23.7% | 1.48% | +0.23 |
| V Visa Inc. Class A | Add +19.4% | 2.57% | +0.23 |
| AMZN Amazon.com Inc. | Add +0.3% | 2.47% | −0.10 |
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 |