Kemnay Advisory Services Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Kemnay Advisory Services Inc. reported 1,190 stock positions worth $622.3 million. Its top holding was Vornado Realty Trust (VNO) at 24.4% of the portfolio, followed by iShares MSCI Japan ETF (EWJ, 15.5%) and Coinbase Global Class A (COIN, 8.3%). Compared with Q4 2025, it opened 454 new positions, sold out of 126, added to 394 and reduced 323. The biggest buy was iShares MSCI Japan ETF (EWJ, shares +31%) and the biggest sale CSX (CSX, shares −100%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001555283
- Portfolio Value
- $622.3M (Q1 2026)
- SEC Filing
- 0001193125-26-225479 ↗ filed May 15, 2026
Holdings Value
Holdings 1,190 stocks · $622.3M
| VNO Vornado Realty Trust | 24.37% | 5,834,481 | $151.6M | No change |
| EWJ iShares MSCI Japan ETF | 15.46% | 1,139,610 | $96.2M | Add +31.1% |
| COIN Coinbase Global Inc. Class A | 8.28% | 295,187 | $51.5M | Reduce -0.0% |
| TSM Taiwan Semiconductor-SP ADR | 5.76% | 106,083 | $35.9M | Reduce -17.1% |
| INDA iShares MSCI India ETF | 3.13% | 415,660 | $19.5M | New |
| AMZN Amazon.com Inc. | 3.04% | 90,768 | $18.9M | Add +13.8% |
| TMO Thermo Fisher Scientific Inc. | 2.97% | 37,596 | $18.5M | Reduce -6.4% |
| AAPL Apple Inc. | 2.96% | 72,536 | $18.4M | Add +2.0% |
| NVDA Nvidia Corp. | 2.88% | 102,652 | $17.9M | Reduce -0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.84% | 36,867 | $17.7M | Add +2.3% |
| MSFT Microsoft Corp. | 2.82% | 47,345 | $17.5M | Add +26.6% |
| GOOG Alphabet Inc. Class C | 2.80% | 60,760 | $17.4M | Reduce -4.2% |
| V Visa Inc. Class A | 2.77% | 56,960 | $17.2M | Add +3.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.75% | 26,286 | $17.1M | Reduce -1.5% |
| META Meta Platforms Inc. Class A | 2.66% | 28,899 | $16.5M | Reduce -4.4% |
| MELI MercadoLibre Inc. | 1.81% | 6,527 | $11.3M | Add +16.1% |
| FIS Fidelity National Info Serv | 1.77% | 235,460 | $11.0M | Add +36922.0% |
| INTU Intuit Inc. | 1.46% | 20,957 | $9.1M | Add +18.1% |
| DHR Danaher Corp. | 1.39% | 45,550 | $8.6M | Add +0.0% |
| SGI Somnigroup International Inc. | 1.01% | 85,396 | $6.3M | No change |
| OPAD Offerpad Solutions Inc. | 0.15% | 1,379,507 | $904K | No change |
| GOOGL Alphabet Inc. Class A | 0.08% | 1,748 | $503K | Add +1.0% |
| AVGO Broadcom Inc. | 0.07% | 1,404 | $435K | Add +1.3% |
| TSLA Tesla Inc. | 0.06% | 1,008 | $375K | Add +15.9% |
| FIG Figma Inc. Class A | 0.05% | 13,274 | $281K | No change |
| LLY Eli Lilly & Co. | 0.04% | 292 | $269K | Add +7.3% |
| JPM JPMorgan Chase & Co. | 0.04% | 851 | $250K | Reduce -19.8% |
| IWM iShares Russell 2000 ETF | 0.04% | 955 | $237K | Reduce -2.4% |
| XOM Exxon Mobil Corp. | 0.04% | 1,384 | $235K | Reduce -17.4% |
| IWB iShares Russell 1000 ETF | 0.04% | 650 | $232K | Reduce -1.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 1,426 | $228K | Add +83.1% |
| WMT Walmart Inc. | 0.03% | 1,526 | $190K | Reduce -11.5% |
| JCI Johnson Controls Internation | 0.03% | 1,337 | $175K | Add +241.9% |
| CVS CVS Health Corp. | 0.03% | 2,323 | $167K | Add +365.5% |
| FN Fabrinet | 0.03% | 316 | $165K | Add +243.5% |
| CLH Clean Harbors Inc. | 0.03% | 554 | $159K | New |
| FORM Formfactor Inc. | 0.03% | 1,626 | $158K | Reduce -60.2% |
| GVA Granite Construction Inc. | 0.03% | 1,312 | $157K | Add +1092.7% |
| CUBI Customers Bancorp Inc. | 0.02% | 2,233 | $155K | Add +55.4% |
| NTRA Natera Inc. | 0.02% | 752 | $150K | Add +339.8% |
| HAYW Hayward Holdings Inc. | 0.02% | 11,215 | $150K | Add +75.5% |
| TCBI Texas Capital Bancshares Inc. | 0.02% | 1,581 | $150K | Add +1391.5% |
| PLXS Plexus Corp. | 0.02% | 736 | $149K | Add +23.1% |
| PCTY Paylocity Holding Corp. | 0.02% | 1,365 | $147K | Add +81.8% |
| ABBV Abbvie Inc. | 0.02% | 677 | $147K | Reduce -3.8% |
| COST Costco Wholesale Corp. | 0.02% | 147 | $146K | Reduce -37.7% |
| VRT Vertiv Holdings Co. Class A | 0.02% | 579 | $145K | Add +286.0% |
| DKS Dick's Sporting Goods Inc. | 0.02% | 722 | $143K | New |
| SF Stifel Financial Corp. | 0.02% | 1,920 | $142K | Add +26.1% |
| MAN Manpowergroup Inc. | 0.02% | 4,805 | $142K | New |
| WWD Woodward Inc. | 0.02% | 392 | $140K | New |
| PRVA Privia Health Group Inc. | 0.02% | 6,808 | $140K | Add +13.3% |
| XPO Xpo Inc. | 0.02% | 718 | $140K | Reduce -14.9% |
| BCPC Balchem Corp. | 0.02% | 813 | $138K | Reduce -6.0% |
| DBD Diebold Nixdorf Inc. | 0.02% | 1,812 | $137K | Reduce -4.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 350 | $137K | Add +260.8% |
| KTB Kontoor Brands Inc. | 0.02% | 1,937 | $136K | Add +1378.6% |
| JBL Jabil Inc. | 0.02% | 510 | $135K | New |
| FIX Comfort Systems USA Inc. | 0.02% | 98 | $135K | Add +180.0% |
| NFLX Netflix Inc. | 0.02% | 1,405 | $135K | Reduce -22.4% |
| GEN Gen Digital Inc. | 0.02% | 7,172 | $135K | Add +39.5% |
| CCL Carnival Corp. | 0.02% | 5,212 | $135K | Add +402.1% |
| PIPR Piper Sandler Cos | 0.02% | 1,752 | $134K | Add +162.3% |
| CVX Chevron Corp. | 0.02% | 644 | $133K | Reduce -14.3% |
| DCO Ducommun Inc. | 0.02% | 1,091 | $133K | Reduce -12.0% |
| SMTC Semtech Corp. | 0.02% | 1,726 | $133K | Add +491.1% |
| MU Micron Technology Inc. | 0.02% | 387 | $131K | Reduce -13.6% |
| MA Mastercard Inc. Class A | 0.02% | 261 | $130K | Reduce -19.7% |
| J Jacobs Solutions Inc. | 0.02% | 1,023 | $130K | Add +1246.0% |
| FTDR Frontdoor Inc. | 0.02% | 2,421 | $128K | Reduce -6.8% |
| BFH Bread Financial Holdings Inc. | 0.02% | 1,703 | $128K | Add +348.2% |
| LSCC Lattice Semiconductor Corp. | 0.02% | 1,364 | $127K | New |
| AROC Archrock Inc. | 0.02% | 3,549 | $124K | Add +755.2% |
| RNG Ringcentral Inc. Class A | 0.02% | 3,296 | $123K | Add +5.0% |
| IMAX Imax Corp. | 0.02% | 3,224 | $123K | Reduce -11.4% |
| PG The Procter & Gamble Co. | 0.02% | 845 | $122K | Reduce -9.2% |
| CHEF The Chefs' Warehouse Inc. | 0.02% | 2,052 | $122K | Add +103.2% |
| YOU Clear Secure Inc. Class A | 0.02% | 2,519 | $122K | Reduce -18.8% |
| KGS Kodiak Gas Services Inc. | 0.02% | 2,077 | $121K | New |
| AMD Advanced Micro Devices | 0.02% | 588 | $120K | Reduce -9.0% |
| STRL Sterling Infrastructure Inc. | 0.02% | 291 | $119K | Add +188.1% |
| EXPE Expedia Group Inc. | 0.02% | 506 | $117K | Reduce -18.9% |
| BHE Benchmark Electronics Inc. | 0.02% | 2,081 | $117K | Add +12.2% |
| SOFI Sofi Technologies Inc. | 0.02% | 7,301 | $116K | Add +13.2% |
| NXT Nextpower Inc. | 0.02% | 960 | $116K | Add +117.2% |
| TTMI TTM Technologies | 0.02% | 1,183 | $115K | Reduce -33.5% |
| RVLV Revolve Group Inc. Class A | 0.02% | 5,094 | $115K | New |
| BLBD Blue Bird Corp. | 0.02% | 2,006 | $114K | New |
| MRK Merck & Co. Inc. | 0.02% | 947 | $114K | Reduce -4.3% |
| ECHO Echostar Corp. Class A | 0.02% | 968 | $113K | Add +99.2% |
| ATRO Astronics Corp. | 0.02% | 1,680 | $112K | Add +110.5% |
| VIAV Viavi Solutions Inc. | 0.02% | 3,366 | $112K | Reduce -55.1% |
| WT Wisdomtree Inc. | 0.02% | 7,661 | $112K | New |
| VCEL Vericel Corp. | 0.02% | 3,439 | $111K | New |
| ECG Everus Construction Group | 0.02% | 936 | $111K | New |
| ASTE Astec Industries Inc. | 0.02% | 2,051 | $110K | New |
| PLOW Douglas Dynamics Inc. | 0.02% | 2,622 | $110K | Reduce -5.5% |
| OSIS Osi Systems Inc. | 0.02% | 415 | $110K | Reduce -11.5% |
| HD Home Depot Inc. | 0.02% | 328 | $108K | Reduce -17.4% |
| MWA Mueller Water Products Inc. Class A | 0.02% | 3,896 | $107K | Reduce -58.5% |
Portfolio Sells Q4 2025 → Q1 2026
| CSX CSX Corp. | Reduce -99.8% | 0.00% | −1.89 |
| COIN Coinbase Global Inc. Class A | Reduce -0.0% | 8.28% | −1.79 |
| TMO Thermo Fisher Scientific Inc. | Reduce -6.4% | 2.97% | −0.54 |
| META Meta Platforms Inc. Class A | Reduce -4.4% | 2.66% | −0.35 |
| GOOG Alphabet Inc. Class C | Reduce -4.2% | 2.80% | −0.20 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -17.1% | 5.76% | −0.10 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.03 |
| BLKB Blackbaud Inc. | Reduce -92.6% | 0.00% | −0.03 |
| BCO The Brink's Co. | Reduce -87.6% | 0.00% | −0.03 |
| PLUS Eplus Inc. | Reduce -93.4% | 0.00% | −0.03 |
| IRMD Iradimed Corp. | Sold out | 0.00% | −0.03 |
| HCA HCA Healthcare Inc. | Reduce -84.6% | 0.00% | −0.02 |
| APH Amphenol Corp. Class A | Reduce -68.3% | 0.01% | −0.02 |
| LQDT Liquidity Services Inc. | Sold out | 0.00% | −0.02 |
| AGYS Agilysys Inc. | Reduce -91.5% | 0.00% | −0.02 |
| AIR Aar Corp. | Reduce -91.0% | 0.00% | −0.02 |
| DAVE Dave Inc. | Reduce -96.7% | 0.00% | −0.02 |
| HEI.A Heico Corp. Class A | Reduce -86.9% | 0.00% | −0.02 |
| MDB Mongodb Inc. | Sold out | 0.00% | −0.02 |
| RDDT Reddit Inc. Class A | Reduce -80.2% | 0.00% | −0.02 |
| PEN Penumbra Inc. | Sold out | 0.00% | −0.02 |
| GD General Dynamics Corp. | Reduce -70.3% | 0.01% | −0.02 |
| LFST Lifestance Health Group Inc. | Reduce -63.3% | 0.01% | −0.02 |
| WLDN Willdan Group Inc. | Sold out | 0.00% | −0.02 |
| FICO Fair Isaac Corp. | Reduce -75.0% | 0.00% | −0.02 |
| FELE Franklin Electric Co. Inc. | Reduce -86.0% | 0.00% | −0.02 |
| TWLO Twilio Inc. Class A | Reduce -78.9% | 0.00% | −0.02 |
| PODD Insulet Corp. | Reduce -94.2% | 0.00% | −0.02 |
| MSI Motorola Solutions Inc. | Reduce -74.6% | 0.01% | −0.02 |
| PCOR Procore Technologies Inc. | Sold out | 0.00% | −0.02 |
| ZM Zoom Communications Inc. | Reduce -93.9% | 0.00% | −0.02 |
| FOLD Amicus Therapeutics Inc. | Sold out | 0.00% | −0.02 |
| CBOE Cboe Global Markets Inc. | Reduce -92.3% | 0.00% | −0.02 |
| INDV Indivior Pharmaceuticals Inc. | Reduce -77.3% | 0.00% | −0.02 |
| PAYO Payoneer Global Inc. | Sold out | 0.00% | −0.02 |
| DVN Devon Energy Corp. | Reduce -93.1% | 0.00% | −0.02 |
| PFSI Pennymac Financial Services | Reduce -79.8% | 0.00% | −0.02 |
| FTI Technipfmc PLC | Reduce -88.8% | 0.00% | −0.02 |
| WK Workiva Inc. | Reduce -64.6% | 0.01% | −0.02 |
| MC Moelis & Co. Class A | Reduce -79.9% | 0.00% | −0.02 |
| ATRC Atricure Inc. | Sold out | 0.00% | −0.02 |
| DLX Deluxe Corp. | Sold out | 0.00% | −0.02 |
| HALO Halozyme Therapeutics Inc. | Sold out | 0.00% | −0.02 |
| NGS Natural Gas Services Group | Sold out | 0.00% | −0.02 |
| GTM Zoominfo Technologies Inc. | Sold out | 0.00% | −0.02 |
| ASAN Asana Inc. Class A | Reduce -69.5% | 0.00% | −0.02 |
| SBH Sally Beauty Holdings Inc. | Reduce -90.4% | 0.00% | −0.02 |
| WDC Western Digital Corp. | Reduce -80.7% | 0.01% | −0.02 |
| ADPT Adaptive Biotechnologies | Reduce -84.4% | 0.00% | −0.02 |
| MWA Mueller Water Products Inc. Class A | Reduce -58.5% | 0.02% | −0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| EWJ iShares MSCI Japan ETF | Add +31.1% | 15.46% | +4.88 |
| INDA iShares MSCI India ETF | New | 3.13% | +3.13 |
| FIS Fidelity National Info Serv | Add +36922.0% | 1.77% | +1.77 |
| AMZN Amazon.com Inc. | Add +13.8% | 3.04% | +0.26 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.3% | 2.84% | +0.11 |
| MELI MercadoLibre Inc. | Add +16.1% | 1.81% | +0.11 |
| MSFT Microsoft Corp. | Add +26.6% | 2.82% | +0.09 |
| AAPL Apple Inc. | Add +2.0% | 2.96% | +0.04 |
| CLH Clean Harbors Inc. | New | 0.03% | +0.03 |
| GVA Granite Construction Inc. | Add +1092.7% | 0.03% | +0.02 |
| DKS Dick's Sporting Goods Inc. | New | 0.02% | +0.02 |
| MAN Manpowergroup Inc. | New | 0.02% | +0.02 |
| TCBI Texas Capital Bancshares Inc. | Add +1391.5% | 0.02% | +0.02 |
| WWD Woodward Inc. | New | 0.02% | +0.02 |
| JBL Jabil Inc. | New | 0.02% | +0.02 |
| JCI Johnson Controls Internation | Add +241.9% | 0.03% | +0.02 |
| CVS CVS Health Corp. | Add +365.5% | 0.03% | +0.02 |
| KTB Kontoor Brands Inc. | Add +1378.6% | 0.02% | +0.02 |
| LSCC Lattice Semiconductor Corp. | New | 0.02% | +0.02 |
| FN Fabrinet | Add +243.5% | 0.03% | +0.02 |
| VRT Vertiv Holdings Co. Class A | Add +286.0% | 0.02% | +0.02 |
| KGS Kodiak Gas Services Inc. | New | 0.02% | +0.02 |
| J Jacobs Solutions Inc. | Add +1246.0% | 0.02% | +0.02 |
| RVLV Revolve Group Inc. Class A | New | 0.02% | +0.02 |
| TJX TJX Companies Inc. | Add +83.1% | 0.04% | +0.02 |
| BLBD Blue Bird Corp. | New | 0.02% | +0.02 |
| NTRA Natera Inc. | Add +339.8% | 0.02% | +0.02 |
| AROC Archrock Inc. | Add +755.2% | 0.02% | +0.02 |
| SMTC Semtech Corp. | Add +491.1% | 0.02% | +0.02 |
| WT Wisdomtree Inc. | New | 0.02% | +0.02 |
| ECG Everus Construction Group | New | 0.02% | +0.02 |
| VCEL Vericel Corp. | New | 0.02% | +0.02 |
| ASTE Astec Industries Inc. | New | 0.02% | +0.02 |
| SPNT Siriuspoint Ltd. | New | 0.02% | +0.02 |
| CCL Carnival Corp. | Add +402.1% | 0.02% | +0.02 |
| FIX Comfort Systems USA Inc. | Add +180.0% | 0.02% | +0.02 |
| BFH Bread Financial Holdings Inc. | Add +348.2% | 0.02% | +0.02 |
| ANIK Anika Therapeutics Inc. | New | 0.02% | +0.02 |
| ARLO Arlo Technologies Inc. | New | 0.02% | +0.02 |
| OIS Oil States International Inc. | New | 0.02% | +0.02 |
| CXW Corecivic Inc. | New | 0.02% | +0.02 |
| RAMP Liveramp Holdings Inc. | New | 0.02% | +0.02 |
| MGY Magnolia Oil & Gas Corp. Class A | Add +650.6% | 0.02% | +0.02 |
| DAN Dana Inc. | New | 0.02% | +0.02 |
| BGC BGC Group Inc. Class A | Add +707.3% | 0.02% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +260.8% | 0.02% | +0.02 |
| ENVA Enova International Inc. | New | 0.01% | +0.01 |
| STRL Sterling Infrastructure Inc. | Add +188.1% | 0.02% | +0.01 |
| AMAL Amalgamated Financial Corp. | New | 0.01% | +0.01 |
| GFF Griffon Corp. | New | 0.01% | +0.01 |
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 |