Kemnay Advisory Services Inc.

New York, NY · CIK 1555283 · 13F filing filed 2023-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityKEMNAY ADVISORY SERVICES INC. (US)

$227.5m reported value +15.0% vs Q1 2023

24positions

64.3%in top 10

4 new 7 added 6 reduced 3 sold out vs Q1 2023

Holdings, Q2 2023

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	CHARTER COMMUNICATIONS INC N CL A CHTR	CHTR	53,651	$19.7m8.66%	8.66%	Unchanged
2	COINBASE GLOBAL INC COM CL A COIN	COIN	273,431	$19.6m8.60%	8.60%	Unchanged
3	ORACLE CORP COM ORCL	ORCL	155,272	$18.5m8.13%	8.13%	Reduced -17.2k	-17,156 -9.9%
4	OFFERPAD SOLUTIONS INC COM CL A COM CL A		1,379,506	$17.9m7.86%	7.86%	New
5	QUALCOMM INC COM QCOM	QCOM	127,952	$15.2m6.69%	6.69%	Added +100	+100 0.1%
6	CAMDEN PPTY TR SH BEN INT CPT	CPT	125,280	$13.6m5.99%	5.99%	Added +18.9k	+18,950 17.8%
7	NVIDIA CORPORATION COM NVDA	NVDA	28,636	$12.1m5.32%	5.32%	New
8	META PLATFORMS INC CL A META	META	35,631	$10.2m4.49%	4.49%	Reduced -8.2k	-8,176 -18.7%
9	AMAZON COM INC COM AMZN	AMZN	74,273	$9.7m4.26%	4.26%	Reduced -3.2k	-3,172 -4.1%
10	UBER TECHNOLOGIES INC COM UBER	UBER	224,090	$9.7m4.25%	4.25%	Added +5.8k	+5,849 2.7%
11	APPLE INC COM AAPL	AAPL	49,272	$9.6m4.20%	4.20%	Reduced -493	-493 -1.0%
12	HIGHWOODS PPTYS INC COM HIW	HIW	392,209	$9.4m4.12%	4.12%	Added +113.7k	+113,700 40.8%
13	MICROSOFT CORP COM MSFT	MSFT	27,093	$9.2m4.06%	4.06%	Reduced -1.7k	-1,728 -6.0%
14	SALESFORCE INC COM CRM	CRM	41,592	$8.8m3.86%	3.86%	New
15	VISA INC COM CL A V	V	36,856	$8.8m3.85%	3.85%	Added +3.0k	+2,992 8.8%
16	ALPHABET INC CAP STK CL C GOOG	GOOG	70,748	$8.6m3.76%	3.76%	Reduced -9.3k	-9,294 -11.6%
17	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	95,395	$8.0m3.49%	3.49%	Added +20.2k	+20,213 26.9%
18	MERCADOLIBRE INC COM MELI	MELI	6,190	$7.3m3.22%	3.22%	Unchanged
19	COUSINS PPTYS INC COM NEW CUZ	CUZ	137,288	$3.1m1.38%	1.38%	Added +47.9k	+47,878 53.5%
20	PUBLIC STORAGE COM PSA	PSA	10,298	$3.0m1.32%	1.32%	Unchanged
21	APPLIED MATLS INC COM AMAT	AMAT	19,462	$2.8m1.24%	1.24%	Unchanged
22	VACASA INC CLASS A COM CLASS A COM		2,529,849	$1.7m0.75%	0.75%	Unchanged
23	DIGITAL RLTY TR INC COM DLR	DLR	9,640	$1.1m0.48%	0.48%	New
24	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	95,488	$00.00%	0.00%	Unchanged

Sold out since Q1 2023

Security	Ticker	Shares held before	Value then
OFFERPAD SOLUTIONS INC		20,692,624	$11.6m20.7m shares
ACTIVISION BLIZZARD INC ATVI	ATVI	100,445	$8.6m100.4k shares
MASTERCARD INCORPORATED MA	MA	21,037	$7.6m21.0k shares