13F HOLDINGS REPORT
Kemnay Advisory Services Inc.
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000950123-24-011526
Total Value
$552.2M
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 | $229.9M | 41.63% |
| 2 | ISHARES MSCI JAPAN ETF (PCQ) | 46434G822 | 869,500 | $62.2M | 11.27% |
| 3 | COINBASE GLOBAL INC | COIN | 256,399 | $45.7M | 8.27% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 137,478 | $23.9M | 4.32% |
| 5 | QUALCOMM INC | QCOM | 81,788 | $13.9M | 2.52% |
| 6 | META PLATFORMS INC | META | 23,997 | $13.7M | 2.49% |
| 7 | AMAZON COM INC | AMZN | 73,289 | $13.7M | 2.47% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 29,238 | $13.5M | 2.44% |
| 9 | APPLE INC | AAPL | 57,594 | $13.4M | 2.43% |
| 10 | VISA INC | V | 48,658 | $13.4M | 2.42% |
| 11 | UBER TECHNOLOGIES INC | UBER | 177,268 | $13.3M | 2.41% |
| 12 | MICROSOFT CORP | MSFT | 30,865 | $13.3M | 2.41% |
| 13 | ALPHABET INC | GOOG | 79,346 | $13.3M | 2.40% |
| 14 | NVIDIA CORPORATION | NVDA | 105,982 | $12.9M | 2.33% |
| 15 | THERMO FISHER SCIENTIFIC INC | TMO | 16,103 | $10.0M | 1.80% |
| 16 | CSX CORP | CSX | 274,749 | $9.5M | 1.72% |
| 17 | TEMPUR SEALY INTL INC | SGI | 169,855 | $9.3M | 1.68% |
| 18 | CHARTER COMMUNICATIONS INC N | 16119P108 | 27,264 | $8.8M | 1.60% |
| 19 | ORACLE CORP | ORCL-PD | 39,224 | $6.7M | 1.21% |
| 20 | OFFERPAD SOLUTIONS INC | OPADW | 1,379,507 | $5.6M | 1.01% |
| 21 | MERCADOLIBRE INC | MELI | 1,541 | $3.2M | 0.57% |
| 22 | DANAHER CORPORATION | 235851102 | 10,328 | $2.9M | 0.52% |
| 23 | VACASA INC | 91854V206 | 126,492 | $355,443 | 0.06% |
| 24 | NEBIUS GROUP N.V. | NBIS | 95,488 | $0 | 0.00% |