13F HOLDINGS REPORT
Kemnay Advisory Services Inc.
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000950123-24-005268
Total Value
$520.3M
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VORNADO RLTY TR | 929042109 | 5,834,481 | $167.9M | 32.26% |
| 2 | COINBASE GLOBAL INC | COIN | 273,431 | $72.5M | 13.93% |
| 3 | ISHARES MSCI JAPAN ETF (PCQ) | 46434G822 | 869,500 | $62.0M | 11.92% |
| 4 | ORACLE CORP | ORCL-PD | 147,613 | $18.5M | 3.56% |
| 5 | CHARTER COMMUNICATIONS INC N | 16119P108 | 57,044 | $16.6M | 3.19% |
| 6 | NVIDIA CORPORATION | NVDA | 16,824 | $15.2M | 2.92% |
| 7 | QUALCOMM INC | QCOM | 82,534 | $14.0M | 2.69% |
| 8 | ALPHABET INC | GOOG | 87,190 | $13.3M | 2.55% |
| 9 | AMAZON COM INC | AMZN | 72,957 | $13.2M | 2.53% |
| 10 | SALESFORCE INC | CRM | 42,858 | $12.9M | 2.48% |
| 11 | MASTERCARD INCORPORATED | MA | 26,796 | $12.9M | 2.48% |
| 12 | META PLATFORMS INC | META | 26,470 | $12.9M | 2.47% |
| 13 | MICROSOFT CORP | MSFT | 30,477 | $12.8M | 2.46% |
| 14 | VISA INC | V | 44,901 | $12.5M | 2.41% |
| 15 | UBER TECHNOLOGIES INC | UBER | 158,316 | $12.2M | 2.34% |
| 16 | APPLE INC | AAPL | 67,847 | $11.6M | 2.24% |
| 17 | OFFERPAD SOLUTIONS INC | OPADW | 1,379,507 | $11.2M | 2.15% |
| 18 | CSX CORP | CSX | 257,999 | $9.6M | 1.84% |
| 19 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 44,715 | $6.1M | 1.17% |
| 20 | TEMPUR SEALY INTL INC | SGI | 89,765 | $5.1M | 0.98% |
| 21 | APPLIED MATLS INC | 038222105 | 16,026 | $3.3M | 0.64% |
| 22 | MERCADOLIBRE INC | MELI | 2,160 | $3.3M | 0.63% |
| 23 | VACASA INC | 91854V206 | 126,492 | $862,675 | 0.17% |
| 24 | YANDEX N V | NBIS | 95,488 | $0 | 0.00% |