13F HOLDINGS REPORT
Kemnay Advisory Services Inc.
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000950123-23-005079
Total Value
$197.9M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHARTER COMMUNICATIONS INC N | 16119P108 | 53,651 | $19.2M | 9.70% |
| 2 | COINBASE GLOBAL INC | COIN | 273,431 | $18.5M | 9.34% |
| 3 | QUALCOMM INC | QCOM | 127,852 | $16.3M | 8.24% |
| 4 | ORACLE CORP | ORCL-PD | 172,428 | $16.0M | 8.10% |
| 5 | OFFERPAD SOLUTIONS INC | OPADW | 20,692,624 | $11.6M | 5.89% |
| 6 | CAMDEN PPTY TR | 133131102 | 106,330 | $11.1M | 5.63% |
| 7 | META PLATFORMS INC | META | 43,807 | $9.3M | 4.69% |
| 8 | ACTIVISION BLIZZARD INC | 00507V109 | 100,445 | $8.6M | 4.35% |
| 9 | ALPHABET INC | GOOG | 80,042 | $8.3M | 4.21% |
| 10 | MICROSOFT CORP | MSFT | 28,821 | $8.3M | 4.20% |
| 11 | APPLE INC | AAPL | 49,765 | $8.2M | 4.15% |
| 12 | MERCADOLIBRE INC | MELI | 6,190 | $8.2M | 4.12% |
| 13 | AMAZON COM INC | AMZN | 77,445 | $8.0M | 4.04% |
| 14 | ALIBABA GROUP HLDG LTD | BBAAY | 75,182 | $7.7M | 3.88% |
| 15 | MASTERCARD INCORPORATED | MA | 21,037 | $7.6M | 3.86% |
| 16 | VISA INC | V | 33,864 | $7.6M | 3.86% |
| 17 | UBER TECHNOLOGIES INC | UBER | 218,241 | $6.9M | 3.50% |
| 18 | HIGHWOODS PPTYS INC | 431284108 | 278,509 | $6.5M | 3.26% |
| 19 | PUBLIC STORAGE | PSA-PS | 10,298 | $3.1M | 1.57% |
| 20 | VACASA INC | 91854V107 | 2,529,849 | $2.4M | 1.23% |
| 21 | APPLIED MATLS INC | 038222105 | 19,462 | $2.4M | 1.21% |
| 22 | COUSINS PPTYS INC | 222795502 | 89,410 | $1.9M | 0.97% |
| 23 | YANDEX N V | NBIS | 95,488 | $0 | 0.00% |