Kemnay Advisory Services Inc. Portfolio Holdings

Kemnay Advisory Services Inc.

  • $539 Million
  • Q1 2025

Kemnay Advisory Services Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $539 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 $216M, Ishares Msci Japan ETF with a value of $59.6M, Coinbase Global, Inc. with a value of $40M, Taiwan Semiconductor Manufacturing CO LTD with a value of $26.4M, and Berkshire Hathaway Inc Class B with a value of $17.1M.

Examining the 13F form we can see an decrease of $13M in the current position value, from $552M to 539M.

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 $539 Million
Real Estate: $216 Million
Technology: $121 Million
ETFs: $59.6 Million
Financial Services: $55.2 Million
Consumer Cyclical: $27.5 Million
Communication Services: $25.5 Million
Healthcare: $24.5 Million
Industrials: $9.91 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.43B
$216 Million 40.01% of portfolio
5,834,481
Q3 2023 New
$55.9B
$40 Million 7.42% of portfolio
232,346
Q4 2024 Reduced 9.38%
$1.19T
$26.4 Million 4.89% of portfolio
158,914
Q1 2025 Added 176.94%
$631B
$17.1 Million 3.17% of portfolio
32,059
Q1 2025 Added 33.6%
$167B
$16.8 Million 3.12% of portfolio
33,862
Q1 2025 Added 33.03%
$573B
$15.3 Million 2.83% of portfolio
43,540
Q1 2025 Added 19.62%
$527B
$15 Million 2.78% of portfolio
27,349
Q1 2025 Added 26.76%
$3.75T
$14.2 Million 2.63% of portfolio
37,807
Q1 2025 Added 39.26%
$3.35T
$14 Million 2.6% of portfolio
63,228
Q1 2025 Added 26.16%
$2.3T
$13.1 Million 2.43% of portfolio
68,980
Q1 2025 Added 24.31%
$1.11T
$13 Million 2.41% of portfolio
83,295
Q1 2025 Added 28.29%
$1.62T
$12.4 Million 2.31% of portfolio
21,580
Q1 2025 Added 6.72%
$409B
$12 Million 2.22% of portfolio
110,356
Q1 2025 Added 38.65%
$71.4B
$9.91 Million 1.84% of portfolio
336,818
Q1 2025 Added 21.75%
$9.92B
$9.31 Million 1.73% of portfolio
161,638
Q1 2025 Added 1.64%
$618B
$7.89 Million 1.46% of portfolio
56,445
Q1 2025 Added 66.34%
$173B
$6.84 Million 1.27% of portfolio
44,538
Q1 2025 Reduced 25.51%
$46.6B
$6.8 Million 1.26% of portfolio
664,444
Q4 2024 New
$120B
$5.12 Million 0.95% of portfolio
2,622
Q1 2025 Added 17.0%
$17.1B
$1.1 Million 0.2% of portfolio
94,356
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 24
  • Current Value $539 Million
  • Prior Value $552 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 1 stocks
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