13F HOLDINGS REPORT
Kemnay Advisory Services Inc.
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000950123-23-010475
Total Value
$334.0M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VORNADO RLTY TR | 929042109 | 5,834,481 | $132.3M | 39.62% |
| 2 | CHARTER COMMUNICATIONS INC N | 16119P108 | 53,944 | $23.7M | 7.10% |
| 3 | COINBASE GLOBAL INC | COIN | 273,431 | $20.5M | 6.15% |
| 4 | ORACLE CORP | ORCL-PD | 147,255 | $15.6M | 4.67% |
| 5 | QUALCOMM INC | QCOM | 127,952 | $14.2M | 4.25% |
| 6 | OFFERPAD SOLUTIONS INC | OPADW | 1,379,507 | $13.5M | 4.03% |
| 7 | ACTIVISION BLIZZARD INC | 00507V109 | 106,523 | $10.0M | 2.99% |
| 8 | ALPHABET INC | GOOG | 73,989 | $9.8M | 2.92% |
| 9 | META PLATFORMS INC | META | 31,931 | $9.6M | 2.87% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 27,284 | $9.6M | 2.86% |
| 11 | MICROSOFT CORP | MSFT | 29,893 | $9.4M | 2.83% |
| 12 | NVIDIA CORPORATION | NVDA | 21,683 | $9.4M | 2.82% |
| 13 | SALESFORCE INC | CRM | 46,188 | $9.4M | 2.80% |
| 14 | APPLE INC | AAPL | 54,413 | $9.3M | 2.79% |
| 15 | VISA INC | V | 40,295 | $9.3M | 2.77% |
| 16 | AMAZON COM INC | AMZN | 70,162 | $8.9M | 2.67% |
| 17 | MERCADOLIBRE INC | MELI | 6,190 | $7.8M | 2.35% |
| 18 | CSX CORP | CSX | 161,176 | $5.0M | 1.48% |
| 19 | APPLIED MATLS INC | 038222105 | 20,236 | $2.8M | 0.84% |
| 20 | TEMPUR SEALY INTL INC | SGI | 63,536 | $2.8M | 0.82% |
| 21 | VACASA INC | 91854V107 | 2,529,849 | $1.2M | 0.35% |
| 22 | YANDEX N V | NBIS | 95,488 | $0 | 0.00% |