13F HOLDINGS REPORT
Kemnay Advisory Services Inc.
Quarter ended Q3 2025 · Filed November 13, 2025 · Accession 0001193125-25-278728
Total Value
$657.5M
Positions
22
Other Managers
0
Confidential Omitted
No
Holdings (22)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VORNADO RLTY TR | 929042109 | 5,834,481 | $236.5M | 35.96% |
| 2 | ISHARES INC | 46434G822 | 869,500 | $69.7M | 10.61% |
| 3 | COINBASE GLOBAL INC | COIN | 205,300 | $69.3M | 10.54% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 149,692 | $41.8M | 6.36% |
| 5 | ALPHABET INC | GOOG | 82,439 | $20.1M | 3.05% |
| 6 | THERMO FISHER SCIENTIFIC INC | TMO | 39,920 | $19.4M | 2.94% |
| 7 | APPLE INC | AAPL | 73,822 | $18.8M | 2.86% |
| 8 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 35,646 | $17.9M | 2.73% |
| 9 | NVIDIA CORPORATION | NVDA | 92,432 | $17.2M | 2.62% |
| 10 | VISA INC | V | 49,548 | $16.9M | 2.57% |
| 11 | MICROSOFT CORP | MSFT | 32,458 | $16.8M | 2.56% |
| 12 | CAPITAL ONE FINL CORP | 14040H105 | 78,740 | $16.7M | 2.55% |
| 13 | AMAZON COM INC | AMZN | 73,914 | $16.2M | 2.47% |
| 14 | META PLATFORMS INC | META | 21,550 | $15.8M | 2.41% |
| 15 | CSX CORP | CSX | 340,228 | $12.1M | 1.84% |
| 16 | INTUIT | INTU | 16,808 | $11.5M | 1.75% |
| 17 | MERCADOLIBRE INC | MELI | 4,238 | $9.9M | 1.51% |
| 18 | DANAHER CORPORATION | 235851102 | 49,190 | $9.8M | 1.48% |
| 19 | SOMNIGROUP INTERNATIONAL INC | SGI | 89,505 | $7.5M | 1.15% |
| 20 | OFFERPAD SOLUTIONS INC | OPADW | 1,379,507 | $5.8M | 0.87% |
| 21 | ORACLE CORP | ORCL-PD | 17,633 | $5.0M | 0.75% |
| 22 | JOBY AVIATION INC | JOBY-WT | 175,321 | $2.8M | 0.43% |