Kemnay Advisory Services Inc. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $627 Million distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vornado Realty Trust with a value of $223M, Coinbase Global, Inc. with a value of $81.4M, Ishares Msci Japan ETF with a value of $65.2M, Taiwan Semiconductor Manufacturing CO LTD with a value of $37M, and Nvidia Corp with a value of $17.7M.

Examining the 13F form we can see an increase of $87.2M in the current position value, from $539M to 627M.

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 $627 Million
Real Estate: $223 Million
Technology: $181 Million
ETFs: $65.2 Million
Financial Services: $60 Million
Communication Services: $33.6 Million
Consumer Cyclical: $28.4 Million
Healthcare: $24 Million
Industrials: $11.1 Million
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $627 Million
  • Prior Value $539 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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