Kemnay Advisory Services Inc. Portfolio Holdings

Kemnay Advisory Services Inc.

  • $546 Million
  • Q3 2024

Kemnay Advisory Services Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $546 Million distributed in 24 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vornado Realty Trust with a value of $230M, Ishares Msci Japan ETF with a value of $62.2M, Coinbase Global, Inc. with a value of $45.7M, Taiwan Semiconductor Manufacturing CO LTD with a value of $23.9M, and Qualcomm Inc with a value of $13.9M.

Examining the 13F form we can see an increase of $72M in the current position value, from $474M to 546M.

Kemnay Advisory Services Inc. is based out at New York, NY

Below you can find more details about Kemnay Advisory Services Inc. portfolio as well as his latest detailed transactions.

Portfolio value $546 Million
Real Estate: $230 Million
Technology: $143 Million
ETFs: $62.2 Million
Communication Services: $35.8 Million
Financial Services: $26.8 Million
Consumer Cyclical: $26.1 Million
Healthcare: $12.8 Million
Industrials: $9.48 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.14B
$230 Million 42.09% of portfolio
5,834,481
Q3 2023 New
$0
$62.2 Million 11.39% of portfolio
869,500
Q1 2024 New
$43.2B
$45.7 Million 8.36% of portfolio
256,399
Q3 2024 Reduced 6.23%
$986B
$23.9 Million 4.37% of portfolio
137,478
Q3 2024 Added 187.32%
$176B
$13.9 Million 2.55% of portfolio
81,788
Q3 2024 Added 17.4%
$1.27T
$13.7 Million 2.51% of portfolio
23,997
Q3 2024 Reduced 7.52%
$2.01T
$13.7 Million 2.5% of portfolio
73,289
Q3 2024 Added 9.15%
$614B
$13.5 Million 2.46% of portfolio
29,238
Q3 2024 Reduced 2.85%
$3.69T
$13.4 Million 2.46% of portfolio
57,594
Q3 2024 Reduced 12.51%
$507B
$13.4 Million 2.45% of portfolio
48,658
Q3 2024 Added 9.65%
$142B
$13.3 Million 2.44% of portfolio
177,268
Q3 2024 New
$1.01T
$13.3 Million 2.43% of portfolio
79,346
Q3 2024 Added 11.38%
$3.11T
$13.3 Million 2.43% of portfolio
30,865
Q3 2024 Added 4.55%
$354B
$12.9 Million 2.36% of portfolio
105,982
Q3 2024 Reduced 19.74%
$201B
$9.96 Million 1.82% of portfolio
16,103
Q3 2024 Added 109.21%
$75.2B
$9.48 Million 1.74% of portfolio
274,749
Q3 2024 Added 1.25%
$62.4B
$8.83 Million 1.62% of portfolio
27,264
Q3 2024 Reduced 50.68%
$518B
$6.68 Million 1.22% of portfolio
39,224
Q3 2024 Reduced 19.61%
$101B
$3.16 Million 0.58% of portfolio
1,541
Q3 2024 Reduced 21.26%
$172B
$2.87 Million 0.53% of portfolio
10,328
Q2 2024 New
Offerpad Solutions Inc
-
$0 0.0% of portfolio
-
Q3 2023 Added 0.0%
Vacasa Inc
-
$0 0.0% of portfolio
-
Q4 2023 New
Nebius Group N.V.
-
$0 0.0% of portfolio
-
Q4 2020 Reduced 14.49%

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $546 Million
  • Prior Value $474 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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