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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
EWJ Ishares Msci Japan ETF ETFs	$0	$62.2 Million 11.39% of portfolio	869,500	Q1 2024 New

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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Kemnay Advisory Services Inc. Portfolio Holdings