13F HOLDINGS REPORT
Kemnay Advisory Services Inc.
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000950123-23-002280
Total Value
$198.8M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 90,019 | $21.6M | 10.86% |
| 2 | AMAZON COM INC | AMZN | 206,525 | $17.3M | 8.73% |
| 3 | META PLATFORMS INC | META | 126,329 | $15.2M | 7.65% |
| 4 | MASTERCARD INCORPORATED | MA | 43,168 | $15.0M | 7.55% |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 47,940 | $14.8M | 7.45% |
| 6 | VISA INC | V | 70,652 | $14.7M | 7.38% |
| 7 | T-MOBILE US INC | TMUSZ | 102,477 | $14.3M | 7.22% |
| 8 | ALPHABET INC | GOOG | 150,584 | $13.4M | 6.72% |
| 9 | APPLE INC | AAPL | 98,233 | $12.8M | 6.42% |
| 10 | UBER TECHNOLOGIES INC | UBER | 477,624 | $11.8M | 5.94% |
| 11 | COINBASE GLOBAL INC | COIN | 273,431 | $9.7M | 4.87% |
| 12 | QUALCOMM INC | QCOM | 66,968 | $7.4M | 3.70% |
| 13 | ORACLE CORP | ORCL-PD | 77,010 | $6.3M | 3.17% |
| 14 | MERCADOLIBRE INC | MELI | 6,280 | $5.3M | 2.67% |
| 15 | CHARTER COMMUNICATIONS INC N | 16119P108 | 15,596 | $5.3M | 2.66% |
| 16 | VACASA INC | 91854V107 | 2,529,849 | $3.2M | 1.60% |
| 17 | NOKIA CORP | NOKBF | 645,652 | $3.0M | 1.51% |
| 18 | SALESFORCE INC | CRM | 16,619 | $2.2M | 1.11% |
| 19 | APPLIED MATLS INC | 038222105 | 19,511 | $1.9M | 0.96% |
| 20 | NXP SEMICONDUCTORS N V | NXPI | 11,209 | $1.8M | 0.89% |
| 21 | OFFERPAD SOLUTIONS INC | OPADW | 2,835,787 | $1.3M | 0.66% |
| 22 | MICRON TECHNOLOGY INC | MU | 12,105 | $605,008 | 0.30% |
| 23 | YANDEX N V | NBIS | 95,488 | $0 | 0.00% |