Kemnay Advisory Services Inc.

New York, NY · CIK 1555283 · 13F filing filed 2024-08-14

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)

$480.9m reported value -7.6% vs Q1 2024

25positions

77.6%in top 10

3 new 5 added 11 reduced 2 sold out vs Q1 2024

Holdings, Q2 2024

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	VORNADO RLTY TR SH BEN INT VNO	VNO	5,834,481	$153.4m31.89%	31.89%	Unchanged
2	COINBASE GLOBAL INC COM CL A COIN	COIN	273,431	$60.8m12.63%	12.63%	Unchanged
3	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	869,500	$59.3m12.34%	12.34%	Unchanged
4	CHARTER COMMUNICATIONS INC N CL A CHTR	CHTR	55,281	$16.5m3.44%	3.44%	Reduced -1.8k	-1,763 -3.1%
5	NVIDIA CORPORATION COM NVDA	NVDA	132,050	$16.3m3.39%	3.39%	Reduced -36.2k	-36,190 -21.5%
6	QUALCOMM INC COM QCOM	QCOM	69,664	$13.9m2.89%	2.89%	Reduced -12.9k	-12,870 -15.6%
7	APPLE INC COM AAPL	AAPL	65,826	$13.9m2.88%	2.88%	Reduced -2.0k	-2,021 -3.0%
8	MICROSOFT CORP COM MSFT	MSFT	29,521	$13.2m2.74%	2.74%	Reduced -956	-956 -3.1%
9	META PLATFORMS INC CL A META	META	25,949	$13.1m2.72%	2.72%	Reduced -521	-521 -2.0%
10	ALPHABET INC CAP STK CL C GOOG	GOOG	71,241	$13.1m2.72%	2.72%	Reduced -15.9k	-15,949 -18.3%
11	AMAZON COM INC COM AMZN	AMZN	67,145	$13.0m2.70%	2.70%	Reduced -5.8k	-5,812 -8.0%
12	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	30,096	$12.2m2.55%	2.55%	New
13	MASTERCARD INCORPORATED CL A MA	MA	27,254	$12.0m2.50%	2.50%	Added +458	+458 1.7%
14	VISA INC COM CL A V	V	44,374	$11.6m2.42%	2.42%	Reduced -527	-527 -1.2%
15	SALESFORCE INC COM CRM	CRM	43,445	$11.2m2.32%	2.32%	Added +587	+587 1.4%
16	CSX CORP COM CSX	CSX	271,349	$9.1m1.89%	1.89%	Added +13.3k	+13,350 5.2%
17	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	47,849	$8.3m1.73%	1.73%	Added +3.1k	+3,134 7.0%
18	ORACLE CORP COM ORCL	ORCL	48,792	$6.9m1.43%	1.43%	Reduced -98.8k	-98,821 -67.0%
19	SOMNIGROUP INTERNATIONAL INC COM SGI	SGI	135,731	$6.4m1.34%	1.34%	Added +46.0k	+45,966 51.2%
20	OFFERPAD SOLUTIONS INC COM CL A COM CL A		1,379,507	$6.1m1.27%	1.27%	Unchanged
21	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	7,697	$4.3m0.89%	0.89%	New
22	MERCADOLIBRE INC COM MELI	MELI	1,957	$3.2m0.67%	0.67%	Reduced -203	-203 -9.4%
23	DANAHER CORPORATION COM DHR	DHR	10,328	$2.6m0.54%	0.54%	New
24	VACASA INC CL A NEW VCSA	VCSA	126,492	$616.0k0.13%	0.13%	Unchanged
25	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	95,488	$00.00%	0.00%	Unchanged

Sold out since Q1 2024

Security	Ticker	Shares held before	Value then
UBER TECHNOLOGIES INC UBER	UBER	158,316	$12.2m158.3k shares
APPLIED MATLS INC AMAT	AMAT	16,026	$3.3m16.0k shares