13F HOLDINGS REPORT
Kemnay Advisory Services Inc.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000950123-25-008090
Total Value
$628.8M
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VORNADO RLTY TR | 929042109 | 5,834,481 | $223.1M | 35.48% |
| 2 | COINBASE GLOBAL INC | COIN | 232,346 | $81.4M | 12.95% |
| 3 | ISHARES INC | 46434G822 | 869,500 | $65.2M | 10.37% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 163,359 | $37.0M | 5.88% |
| 5 | NVIDIA CORPORATION | NVDA | 112,213 | $17.7M | 2.82% |
| 6 | META PLATFORMS INC | META | 23,884 | $17.6M | 2.80% |
| 7 | MICROSOFT CORP | MSFT | 33,648 | $16.7M | 2.66% |
| 8 | THERMO FISHER SCIENTIFIC INC | TMO | 39,920 | $16.2M | 2.57% |
| 9 | AMAZON COM INC | AMZN | 73,673 | $16.2M | 2.57% |
| 10 | ALPHABET INC | GOOG | 90,179 | $16.0M | 2.54% |
| 11 | APPLE INC | AAPL | 71,813 | $14.7M | 2.34% |
| 12 | VISA INC | V | 41,489 | $14.7M | 2.34% |
| 13 | MASTERCARD INCORPORATED | MA | 25,990 | $14.6M | 2.32% |
| 14 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 29,521 | $14.3M | 2.28% |
| 15 | CSX CORP | CSX | 340,228 | $11.1M | 1.77% |
| 16 | ORACLE CORP | ORCL-PD | 48,767 | $10.7M | 1.70% |
| 17 | NU HLDGS LTD | NU | 664,444 | $9.1M | 1.45% |
| 18 | DANAHER CORPORATION | 235851102 | 39,767 | $7.9M | 1.25% |
| 19 | SOFI TECHNOLOGIES INC | SOFI | 396,149 | $7.2M | 1.15% |
| 20 | MERCADOLIBRE INC | MELI | 2,650 | $6.9M | 1.10% |
| 21 | SOMNIGROUP INTERNATIONAL INC | SGI | 92,435 | $6.3M | 1.00% |
| 22 | QUALCOMM INC | QCOM | 17,454 | $2.8M | 0.44% |
| 23 | OFFERPAD SOLUTIONS INC | OPADW | 1,379,507 | $1.3M | 0.20% |