13F HOLDINGS REPORT
Kemnay Advisory Services Inc.
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000950123-23-007722
Total Value
$227.5M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | CHARTER COMMUNICATIONS INC N | 16119P108 | 53,651 | $19.7M | 8.66% |
| 2 | COINBASE GLOBAL INC | COIN | 273,431 | $19.6M | 8.60% |
| 3 | ORACLE CORP | ORCL-PD | 155,272 | $18.5M | 8.13% |
| 4 | OFFERPAD SOLUTIONS INC | OPADW | 1,379,506 | $17.9M | 7.86% |
| 5 | QUALCOMM INC | QCOM | 127,952 | $15.2M | 6.69% |
| 6 | CAMDEN PPTY TR | 133131102 | 125,280 | $13.6M | 5.99% |
| 7 | NVIDIA CORPORATION | NVDA | 28,636 | $12.1M | 5.32% |
| 8 | META PLATFORMS INC | META | 35,631 | $10.2M | 4.49% |
| 9 | AMAZON COM INC | AMZN | 74,273 | $9.7M | 4.26% |
| 10 | UBER TECHNOLOGIES INC | UBER | 224,090 | $9.7M | 4.25% |
| 11 | APPLE INC | AAPL | 49,272 | $9.6M | 4.20% |
| 12 | HIGHWOODS PPTYS INC | 431284108 | 392,209 | $9.4M | 4.12% |
| 13 | MICROSOFT CORP | MSFT | 27,093 | $9.2M | 4.06% |
| 14 | SALESFORCE INC | CRM | 41,592 | $8.8M | 3.86% |
| 15 | VISA INC | V | 36,856 | $8.8M | 3.85% |
| 16 | ALPHABET INC | GOOG | 70,748 | $8.6M | 3.76% |
| 17 | ALIBABA GROUP HLDG LTD | BBAAY | 95,395 | $8.0M | 3.49% |
| 18 | MERCADOLIBRE INC | MELI | 6,190 | $7.3M | 3.22% |
| 19 | COUSINS PPTYS INC | 222795502 | 137,288 | $3.1M | 1.38% |
| 20 | PUBLIC STORAGE | PSA-PS | 10,298 | $3.0M | 1.32% |
| 21 | APPLIED MATLS INC | 038222105 | 19,462 | $2.8M | 1.24% |
| 22 | VACASA INC | 91854V107 | 2,529,849 | $1.7M | 0.75% |
| 23 | DIGITAL RLTY TR INC | 253868103 | 9,640 | $1.1M | 0.48% |
| 24 | YANDEX N V | NBIS | 95,488 | $0 | 0.00% |