Kemnay Advisory Services Inc.

New York, NY · CIK 1555283 · 13F filing filed 2025-08-14

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)

$628.8m reported value +18.3% vs Q1 2025

23positions

80.7%in top 10

0 new 11 added 7 reduced 1 sold out vs Q1 2025

Holdings, Q2 2025

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	$223.1m35.48%	35.48%	Unchanged
2	COINBASE GLOBAL INC COM CL A COIN	COIN	232,346	$81.4m12.95%	12.95%	Unchanged
3	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	869,500	$65.2m10.37%	10.37%	Unchanged
4	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	163,359	$37.0m5.88%	5.88%	Added +4.4k	+4,445 2.8%
5	NVIDIA CORPORATION COM NVDA	NVDA	112,213	$17.7m2.82%	2.82%	Added +1.9k	+1,857 1.7%
6	META PLATFORMS INC CL A META	META	23,884	$17.6m2.80%	2.80%	Added +2.3k	+2,304 10.7%
7	MICROSOFT CORP COM MSFT	MSFT	33,648	$16.7m2.66%	2.66%	Reduced -4.2k	-4,159 -11.0%
8	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	39,920	$16.2m2.57%	2.57%	Added +6.1k	+6,058 17.9%
9	AMAZON COM INC COM AMZN	AMZN	73,673	$16.2m2.57%	2.57%	Added +4.7k	+4,693 6.8%
10	ALPHABET INC CAP STK CL C GOOG	GOOG	90,179	$16.0m2.54%	2.54%	Added +6.9k	+6,884 8.3%
11	APPLE INC COM AAPL	AAPL	71,813	$14.7m2.34%	2.34%	Added +8.6k	+8,585 13.6%
12	VISA INC COM CL A V	V	41,489	$14.7m2.34%	2.34%	Reduced -2.1k	-2,051 -4.7%
13	MASTERCARD INCORPORATED CL A MA	MA	25,990	$14.6m2.32%	2.32%	Reduced -1.4k	-1,359 -5.0%
14	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	29,521	$14.3m2.28%	2.28%	Reduced -2.5k	-2,538 -7.9%
15	CSX CORP COM CSX	CSX	340,228	$11.1m1.77%	1.77%	Added +3.4k	+3,410 1.0%
16	ORACLE CORP COM ORCL	ORCL	48,767	$10.7m1.70%	1.70%	Reduced -7.7k	-7,678 -13.6%
17	NU HLDGS LTD ORD SHS CL A NU	NU	664,444	$9.1m1.45%	1.45%	Unchanged
18	DANAHER CORPORATION COM DHR	DHR	39,767	$7.9m1.25%	1.25%	Added +2.7k	+2,651 7.1%
19	SOFI TECHNOLOGIES INC COM SOFI	SOFI	396,149	$7.2m1.15%	1.15%	Added +301.8k	+301,793 319.9%
20	MERCADOLIBRE INC COM MELI	MELI	2,650	$6.9m1.10%	1.10%	Added +28	+28 1.1%
21	SOMNIGROUP INTERNATIONAL INC COM SGI	SGI	92,435	$6.3m1.00%	1.00%	Reduced -69.2k	-69,203 -42.8%
22	QUALCOMM INC COM QCOM	QCOM	17,454	$2.8m0.44%	0.44%	Reduced -27.1k	-27,084 -60.8%
23	OFFERPAD SOLUTIONS INC COM CL A COM CL A		1,379,507	$1.3m0.20%	0.20%	Unchanged

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
VACASA INC VCSA	VCSA	126,492	$680.5k126.5k shares