Institutional Manager · CIK 0001555283
Kemnay Advisory Services Inc.
New York, NY · File #028-15301
Latest AUM
$663.1M
Positions
862
Top-10 Concentration
78.4%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025862 pos · $663.1M
- 13F HOLDINGS REPORTQ/E Sep 202522 pos · $657.5M
- 13F HOLDINGS REPORTQ/E Jun 202523 pos · $628.8M
- 13F HOLDINGS REPORTQ/E Mar 202524 pos · $531.6M
- 13F HOLDINGS REPORTQ/E Dec 202424 pos · $556.8M
- 13F HOLDINGS REPORTQ/E Sep 202424 pos · $552.2M
- 13F HOLDINGS REPORTQ/E Jun 202425 pos · $480.9M
- 13F HOLDINGS REPORTQ/E Mar 202424 pos · $520.3M
- 13F HOLDINGS REPORTQ/E Dec 202322 pos · $334.0M
- 13F HOLDINGS REPORTQ/E Sep 202324 pos · $227.5M
- 13F HOLDINGS REPORTQ/E Jun 202323 pos · $197.9M
- 13F HOLDINGS REPORTQ/E Mar 202323 pos · $198.8M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VORNADO RLTY TR | 929042109 | 5,834,481 | $194.2M | 30.99% |
| 2 | ISHARES INC | 46434G822 | 869,500 | $70.2M | 11.20% |
| 3 | COINBASE GLOBAL INC | COIN | 295,210 | $66.8M | 10.65% |
| 4 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 127,911 | $38.9M | 6.20% |
| 5 | THERMO FISHER SCIENTIFIC INC | TMO | 40,150 | $23.3M | 3.71% |
| 6 | META PLATFORMS INC | META | 30,242 | $20.0M | 3.19% |
| 7 | ALPHABET INC | GOOG | 63,453 | $19.9M | 3.18% |
| 8 | VISA INC | V | 55,140 | $19.3M | 3.09% |
| 9 | APPLE INC | AAPL | 71,109 | $19.3M | 3.09% |
| 10 | NVIDIA CORPORATION | NVDA | 102,682 | $19.2M | 3.06% |
| 11 | AMAZON COM INC | AMZN | 79,782 | $18.4M | 2.94% |
| 12 | SPDR S&P 500 ETF TR | SPY | 26,698 | $18.2M | 2.91% |
| 13 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 36,038 | $18.1M | 2.89% |
| 14 | MICROSOFT CORP | MSFT | 37,382 | $18.1M | 2.89% |
| 15 | CSX CORP | CSX | 347,203 | $12.6M | 2.01% |
| 16 | INTUIT | INTU | 17,749 | $11.8M | 1.88% |
| 17 | MERCADOLIBRE INC | MELI | 5,623 | $11.3M | 1.81% |
| 18 | DANAHER CORPORATION | 235851102 | 45,547 | $10.4M | 1.66% |
| 19 | SOMNIGROUP INTERNATIONAL INC | SGI | 85,396 | $7.6M | 1.22% |
| 20 | OFFERPAD SOLUTIONS INC | OPADW | 1,379,507 | $1.7M | 0.27% |