Kemnay Advisory Services Inc. has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $649 Million distributed in 22 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vornado Realty Trust with a value of $236M, Ishares Msci Japan ETF with a value of $69.7M, Coinbase Global, Inc. with a value of $69.3M, Taiwan Semiconductor Manufacturing CO LTD with a value of $41.8M, and Alphabet Inc. with a value of $20.1M.

Examining the 13F form we can see an increase of $22.8M in the current position value, from $627M to 649M.

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 $649 Million
Real Estate: $236 Million
Technology: $180 Million
ETFs: $69.7 Million
Financial Services: $51.6 Million
Communication Services: $35.9 Million
Consumer Cyclical: $31.3 Million
Healthcare: $29.1 Million
Industrials: $14.9 Million
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 22
  • Current Value $649 Million
  • Prior Value $627 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
Track This Portfolio

Track Kemnay Advisory Services Inc. Portfolio

Follow Kemnay Advisory Services Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kemnay Advisory Services Inc., based on Form 13F filings with the SEC.

News

Stay updated on Kemnay Advisory Services Inc. with notifications on news.