13F HOLDINGS REPORT
Kemnay Advisory Services Inc.
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000950123-24-008470
Total Value
$480.9M
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VORNADO RLTY TR | 929042109 | 5,834,481 | $153.4M | 31.89% |
| 2 | COINBASE GLOBAL INC | COIN | 273,431 | $60.8M | 12.63% |
| 3 | ISHARES MSCI JAPAN ETF (PCQ) | 46434G822 | 869,500 | $59.3M | 12.34% |
| 4 | CHARTER COMMUNICATIONS INC N | 16119P108 | 55,281 | $16.5M | 3.44% |
| 5 | NVIDIA CORPORATION | NVDA | 132,050 | $16.3M | 3.39% |
| 6 | QUALCOMM INC | QCOM | 69,664 | $13.9M | 2.89% |
| 7 | APPLE INC | AAPL | 65,826 | $13.9M | 2.88% |
| 8 | MICROSOFT CORP | MSFT | 29,521 | $13.2M | 2.74% |
| 9 | META PLATFORMS INC | META | 25,949 | $13.1M | 2.72% |
| 10 | ALPHABET INC | GOOG | 71,241 | $13.1M | 2.72% |
| 11 | AMAZON COM INC | AMZN | 67,145 | $13.0M | 2.70% |
| 12 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 30,096 | $12.2M | 2.55% |
| 13 | MASTERCARD INCORPORATED | MA | 27,254 | $12.0M | 2.50% |
| 14 | VISA INC | V | 44,374 | $11.6M | 2.42% |
| 15 | SALESFORCE INC | CRM | 43,445 | $11.2M | 2.32% |
| 16 | CSX CORP | CSX | 271,349 | $9.1M | 1.89% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 47,849 | $8.3M | 1.73% |
| 18 | ORACLE CORP | ORCL-PD | 48,792 | $6.9M | 1.43% |
| 19 | TEMPUR SEALY INTL INC | SGI | 135,731 | $6.4M | 1.34% |
| 20 | OFFERPAD SOLUTIONS INC | OPADW | 1,379,507 | $6.1M | 1.27% |
| 21 | THERMO FISHER SCIENTIFIC INC | TMO | 7,697 | $4.3M | 0.89% |
| 22 | MERCADOLIBRE INC | MELI | 1,957 | $3.2M | 0.67% |
| 23 | DANAHER CORPORATION | 235851102 | 10,328 | $2.6M | 0.54% |
| 24 | VACASA INC | 91854V206 | 126,492 | $616,016 | 0.13% |
| 25 | YANDEX N V | NBIS | 95,488 | $0 | 0.00% |