13F HOLDINGS REPORT
Kemnay Advisory Services Inc.
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000950123-25-005522
Total Value
$531.6M
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 | $215.8M | 40.59% |
| 2 | ISHARES MSCI JAPAN ETF (PCQ) | 46434G822 | 869,500 | $59.6M | 11.21% |
| 3 | COINBASE GLOBAL INC | COIN | 232,346 | $40.0M | 7.53% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 158,914 | $26.4M | 4.96% |
| 5 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 32,059 | $17.1M | 3.21% |
| 6 | THERMO FISHER SCIENTIFIC INC | TMO | 33,862 | $16.8M | 3.17% |
| 7 | VISA INC | V | 43,540 | $15.3M | 2.87% |
| 8 | MASTERCARD INCORPORATED | MA | 27,349 | $15.0M | 2.82% |
| 9 | MICROSOFT CORP | MSFT | 37,807 | $14.2M | 2.67% |
| 10 | AMAZON COM INC | AMZN | 68,980 | $13.1M | 2.47% |
| 11 | ALPHABET INC | GOOG | 83,295 | $13.0M | 2.45% |
| 12 | META PLATFORMS INC | META | 21,580 | $12.4M | 2.34% |
| 13 | NVIDIA CORPORATION | NVDA | 110,356 | $12.0M | 2.25% |
| 14 | CSX CORP | CSX | 336,818 | $9.9M | 1.86% |
| 15 | SOMNIGROUP INTERNATIONAL INC | SGI | 161,638 | $9.7M | 1.82% |
| 16 | ORACLE CORP | ORCL-PD | 56,445 | $7.9M | 1.48% |
| 17 | DANAHER CORPORATION | 235851102 | 37,116 | $7.6M | 1.43% |
| 18 | QUALCOMM INC | QCOM | 44,538 | $6.8M | 1.29% |
| 19 | NU HLDGS LTD | NU | 664,444 | $6.8M | 1.28% |
| 20 | MERCADOLIBRE INC | MELI | 2,622 | $5.1M | 0.96% |
| 21 | APPLE INC | AAPL | 63,228 | $3.0M | 0.56% |
| 22 | OFFERPAD SOLUTIONS INC | OPADW | 1,379,507 | $2.3M | 0.43% |
| 23 | SOFI TECHNOLOGIES INC | SOFI | 94,356 | $1.1M | 0.21% |
| 24 | VACASA INC | 91854V206 | 126,492 | $680,527 | 0.13% |