Kemnay Advisory Services Inc.

New York, NY · CIK 1555283 · 13F filing filed 2026-08-14

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)

$791.5m reported value +27.2% vs Q1 2026

1,169positions

74.7%in top 10

198 new 588 added 371 reduced 219 sold out vs Q1 2026

Holdings, Q2 2026

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	$229.3m28.97%	28.97%	Unchanged
2	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	1,139,610	$106.3m13.43%	13.43%	Unchanged
3	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	108,077	$51.6m6.52%	6.52%	Added +2.0k	+1,994 1.9%
4	COINBASE GLOBAL INC COM CL A COIN	COIN	295,121	$43.1m5.45%	5.45%	Reduced -66	-66 -0.0%
5	VISA INC COM CL A V	V	81,262	$27.9m3.52%	3.52%	Added +24.3k	+24,302 42.7%
6	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	55,690	$27.9m3.52%	3.52%	Added +18.8k	+18,823 51.1%
7	MASTERCARD INCORPORATED CL A MA	MA	53,561	$27.5m3.48%	3.48%	Added +53.3k	+53,300 20421.5%
8	APPLE INC COM AAPL	AAPL	94,671	$27.4m3.46%	3.46%	Added +22.1k	+22,135 30.5%
9	NVIDIA CORPORATION COM NVDA	NVDA	127,745	$25.6m3.23%	3.23%	Added +25.1k	+25,093 24.4%
10	META PLATFORMS INC CL A META	META	44,425	$25.0m3.16%	3.16%	Added +15.5k	+15,526 53.7%
11	AMAZON COM INC COM AMZN	AMZN	103,553	$24.7m3.12%	3.12%	Added +12.8k	+12,785 14.1%
12	MICROSOFT CORP COM MSFT	MSFT	65,970	$24.6m3.11%	3.11%	Added +18.6k	+18,625 39.3%
13	ALPHABET INC CAP STK CL C GOOG	GOOG	68,427	$24.2m3.05%	3.05%	Added +7.7k	+7,667 12.6%
14	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	37,955	$19.0m2.40%	2.40%	Added +359	+359 0.9%
15	MERCADOLIBRE INC COM MELI	MELI	8,463	$14.4m1.81%	1.81%	Added +1.9k	+1,936 29.7%
16	FIDELITY NATL INFORMATION SV COM FIS	FIS	286,976	$11.2m1.41%	1.41%	Added +51.5k	+51,516 21.9%
17	DANAHER CORPORATION COM DHR	DHR	54,382	$10.4m1.31%	1.31%	Added +8.8k	+8,832 19.4%
18	GUIDEWIRE SOFTWARE INC COM GWRE	GWRE	66,672	$8.2m1.04%	1.04%	Added +66.5k	+66,510 41055.6%
19	SOMNIGROUP INTERNATIONAL INC COM SGI	SGI	86,425	$6.8m0.86%	0.86%	Added +1.0k	+1,029 1.2%
20	AMER SPORTS INC COM SHS AS	AS	106,447	$3.6m0.46%	0.46%	Added +105.7k	+105,735 14850.4%
21	OFFERPAD SOLUTIONS INC COM CL A OPAD	OPAD	195,714	$966.8k0.12%	0.12%	New
22	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,954	$698.3k0.09%	0.09%	Added +206	+206 11.8%
23	BROADCOM INC COM AVGO	AVGO	1,578	$596.1k0.08%	0.08%	Added +174	+174 12.4%
24	TESLA INC COM TSLA	TSLA	1,129	$474.9k0.06%	0.06%	Added +121	+121 12.0%
25	MICRON TECHNOLOGY INC COM MU	MU	381	$439.8k0.06%	0.06%	Reduced -6	-6 -1.6%
26	ELI LILLY & CO COM LLY	LLY	303	$363.4k0.05%	0.05%	Added +11	+11 3.8%
27	ADVANCED MICRO DEVICES INC COM AMD	AMD	549	$318.9k0.04%	0.04%	Reduced -39	-39 -6.6%
28	ISHARES TR RUS 1000 ETF IWB	IWB	743	$304.3k0.04%	0.04%	Added +93	+93 14.3%
29	ISHARES TR RUSSELL 2000 ETF IWM	IWM	1,011	$303.8k0.04%	0.04%	Added +56	+56 5.9%
30	JPMORGAN CHASE & CO COM JPM	JPM	897	$293.6k0.04%	0.04%	Added +46	+46 5.4%
31	FIGMA INC CLASS A COM STK FIG	FIG	13,274	$240.1k0.03%	0.03%	Unchanged
32	INDIVIOR PHARMACEUTICALS INC COM INDV	INDV	5,829	$239.2k0.03%	0.03%	Added +4.9k	+4,852 496.6%
33	BRIGHTSPRING HEALTH SVCS INC COM BTSG	BTSG	3,401	$237.2k0.03%	0.03%	Added +2.5k	+2,521 286.5%
34	PLEXUS CORP COM PLXS	PLXS	766	$230.3k0.03%	0.03%	Added +30	+30 4.1%
35	LAM RESEARCH CORP COM NEW LRCX	LRCX	512	$221.9k0.03%	0.03%	Added +23	+23 4.7%
36	TJX COS INC NEW COM TJX	TJX	1,459	$221.0k0.03%	0.03%	Added +33	+33 2.3%
37	WESTERN DIGITAL CORP COM WDC	WDC	342	$218.4k0.03%	0.03%	Added +159	+159 86.9%
38	BALCHEM CORP COM BCPC	BCPC	1,259	$212.7k0.03%	0.03%	Added +446	+446 54.9%
39	AMPHENOL CORP CL A APH	APH	1,205	$212.5k0.03%	0.03%	Added +645	+645 115.2%
40	VERIZON COMMUNICATIONS INC COM VZ	VZ	4,940	$209.2k0.03%	0.03%	Added +3.4k	+3,391 218.9%
41	APPLIED MATLS INC COM AMAT	AMAT	278	$201.0k0.03%	0.03%	Added +2	+2 0.7%
42	EXXON MOBIL CORP COM XOM	XOM	1,469	$200.8k0.03%	0.03%	Added +85	+85 6.1%
43	INTEL CORP COM INTC	INTC	1,386	$193.5k0.02%	0.02%	Reduced -170	-170 -10.9%
44	PRIVIA HEALTH GROUP INC COM PRVA	PRVA	7,269	$187.0k0.02%	0.02%	Added +461	+461 6.8%
45	AGILYSYS INC COM AGYS	AGYS	1,776	$185.6k0.02%	0.02%	Added +1.7k	+1,653 1343.9%
46	DIEBOLD NIXDORF INC COM SHS DBD	DBD	2,168	$184.3k0.02%	0.02%	Added +356	+356 19.6%
47	ICHOR HOLDINGS SHS ICHR	ICHR	1,637	$183.8k0.02%	0.02%	Added +1.4k	+1,381 539.5%
48	FEDERAL SIGNAL CORP COM FSS	FSS	1,429	$183.6k0.02%	0.02%	Added +923	+923 182.4%
49	WALMART INC COM WMT	WMT	1,620	$183.5k0.02%	0.02%	Added +94	+94 6.2%
50	ABBVIE INC COM ABBV	ABBV	721	$181.4k0.02%	0.02%	Added +44	+44 6.5%
51	NAPCO SEC TECHNOLOGIES INC COM NSSC	NSSC	4,729	$179.6k0.02%	0.02%	Added +2.4k	+2,384 101.7%
52	CVS HEALTH CORP COM CVS	CVS	1,719	$177.8k0.02%	0.02%	Reduced -604	-604 -26.0%
53	ADAPTIVE BIOTECHNOLOGIES COR COM ADPT	ADPT	8,280	$177.6k0.02%	0.02%	Added +7.1k	+7,054 575.4%
54	ENCORE CAP GROUP INC COM ECPG	ECPG	1,873	$174.7k0.02%	0.02%	New
55	VERICEL CORP COM VCEL	VCEL	3,903	$173.6k0.02%	0.02%	Added +464	+464 13.5%
56	WEST PHARMACEUTICAL SVSC INC COM WST	WST	471	$169.1k0.02%	0.02%	Added +442	+442 1524.1%
57	KB HOME COM KBH	KBH	2,689	$168.3k0.02%	0.02%	Added +2.3k	+2,251 513.9%
58	LENDINGCLUB CORP COM NEW HAPN	HAPN	8,096	$167.9k0.02%	0.02%	New
59	CUSTOM TRUCK ONE SOURCE INC COM CL A CTOS	CTOS	14,184	$167.5k0.02%	0.02%	Added +2.7k	+2,672 23.2%
60	KNOWLES CORP COM KN	KN	4,027	$167.0k0.02%	0.02%	Added +2.9k	+2,860 245.1%
61	ZETA GLOBAL HOLDINGS CORP CL A ZETA	ZETA	8,481	$166.9k0.02%	0.02%	Added +2.5k	+2,483 41.4%
62	FRONTDOOR INC COM FTDR	FTDR	2,151	$166.9k0.02%	0.02%	Reduced -270	-270 -11.2%
63	CATERPILLAR INC COM CAT	CAT	156	$166.1k0.02%	0.02%	Added +7	+7 4.7%
64	DAVE INC CLASS A COM NEW DAVE	DAVE	445	$165.8k0.02%	0.02%	Added +421	+421 1754.2%
65	ASTRANA HEALTH INC COM NEW ASTH	ASTH	3,550	$164.8k0.02%	0.02%	New
66	NATURES SUNSHINE PRODS INC COM NATR	NATR	7,496	$163.4k0.02%	0.02%	Added +3.4k	+3,375 81.9%
67	ARLO TECHNOLOGIES INC COM ARLO	ARLO	12,044	$162.4k0.02%	0.02%	Added +5.1k	+5,114 73.8%
68	MAXLINEAR INC COM MXL	MXL	1,261	$161.4k0.02%	0.02%	New
69	BJS RESTAURANTS INC COM BJRI	BJRI	2,656	$161.3k0.02%	0.02%	Reduced -298	-298 -10.1%
70	FORTINET INC COM FTNT	FTNT	1,045	$160.5k0.02%	0.02%	Added +628	+628 150.6%
71	ENTEGRIS INC COM ENTG	ENTG	890	$160.1k0.02%	0.02%	Added +756	+756 564.2%
72	AVEANNA HEALTHCARE HLDGS INC COM AVAH	AVAH	18,675	$160.0k0.02%	0.02%	Added +5.7k	+5,742 44.4%
73	FORTIVE CORP COM FTV	FTV	2,602	$159.0k0.02%	0.02%	Added +2.5k	+2,481 2050.4%
74	DARLING INGREDIENTS INC COM DAR	DAR	2,852	$155.8k0.02%	0.02%	Added +2.3k	+2,342 459.2%
75	RUSH STREET INTERACTIVE INC COM RSI	RSI	5,206	$154.8k0.02%	0.02%	Added +1.8k	+1,807 53.2%
76	TUTOR PERINI CORP COM TPC	TPC	1,851	$153.6k0.02%	0.02%	Added +1.7k	+1,736 1509.6%
77	LATTICE SEMICONDUCTOR CORP COM LSCC	LSCC	995	$152.2k0.02%	0.02%	Reduced -369	-369 -27.1%
78	FLYWIRE CORPORATION COM VTG FLYW	FLYW	8,656	$152.1k0.02%	0.02%	New
79	AAR CORP COM AIR	AIR	1,064	$152.1k0.02%	0.02%	Added +868	+868 442.9%
80	DELUXE CORP COM DLX	DLX	6,364	$152.0k0.02%	0.02%	New
81	GARRETT MOTION INC COM GTX	GTX	4,149	$150.3k0.02%	0.02%	Added +1.1k	+1,086 35.5%
82	XPO INC COM XPO	XPO	732	$150.3k0.02%	0.02%	Added +14	+14 1.9%
83	COSTCO WHSL CORP NEW COM COST	COST	160	$149.7k0.02%	0.02%	Added +13	+13 8.8%
84	PENNANT GROUP INC COM PNTG	PNTG	4,050	$149.6k0.02%	0.02%	New
85	PAYLOCITY HLDG CORP COM PCTY	PCTY	1,431	$149.6k0.02%	0.02%	Added +66	+66 4.8%
86	WILLDAN GROUP INC COM WLDN	WLDN	1,890	$149.5k0.02%	0.02%	New
87	VICTORIAS SECRET AND CO COMMON STOCK VSXY	VSXY	1,787	$149.2k0.02%	0.02%	Reduced -261	-261 -12.7%
88	RBC BEARINGS INC COM RBC	RBC	230	$148.1k0.02%	0.02%	Added +179	+179 351.0%
89	COHERENT CORP COM COHR	COHR	375	$147.9k0.02%	0.02%	Reduced -68	-68 -15.3%
90	CURTISS WRIGHT CORP COM CW	CW	194	$147.0k0.02%	0.02%	Added +162	+162 506.2%
91	CARPENTER TECHNOLOGY CORP COM CRS	CRS	238	$146.8k0.02%	0.02%	New
92	CISCO SYS INC COM CSCO	CSCO	1,241	$145.8k0.02%	0.02%	Added +33	+33 2.7%
93	CREXENDO INC COM CXDO	CXDO	19,426	$145.1k0.02%	0.02%	Added +6.9k	+6,943 55.6%
94	TWILIO INC CL A TWLO	TWLO	703	$145.1k0.02%	0.02%	Added +461	+461 190.5%
95	IRHYTHM TECHNOLOGIES INC COM IRTC	IRTC	1,216	$144.6k0.02%	0.02%	Added +460	+460 60.9%
96	MERCURY SYS INC COM MRCY	MRCY	1,181	$144.5k0.02%	0.02%	Added +835	+835 241.3%
97	BRINKS CO COM BCO	BCO	1,518	$143.4k0.02%	0.02%	Added +1.3k	+1,275 524.7%
98	NEWMARK GROUP INC CL A NMRK	NMRK	9,431	$142.5k0.02%	0.02%	Added +4.6k	+4,561 93.7%
99	BEL FUSE INC CL B BELFB	BELFB	427	$142.2k0.02%	0.02%	Added +334	+334 359.1%
100	KLA CORP COM NEW KLAC	KLAC	466	$140.6k0.02%	0.02%	Reduced -4	-4 -0.8%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
ISHARES TR INDA	INDA	415,660	$19.5m415.7k shares
SPDR S&P 500 ETF TR SPY	SPY	26,286	$17.1m26.3k shares
OFFERPAD SOLUTIONS INC		1,379,507	$903.9k1.4m shares
FABRINET FN	FN	316	$164.8k316 shares
CLEAN HARBORS INC CLH	CLH	554	$158.8k554 shares
STIFEL FINL CORP SF	SF	1,920	$141.9k1.9k shares
MANPOWERGROUP INC WIS MAN	MAN	4,805	$141.6k4.8k shares
WOODWARD INC WWD	WWD	392	$140.3k392 shares
CARNIVAL CORP		5,212	$134.9k5.2k shares
STERLING INFRASTRUCTURE INC STRL	STRL	291	$118.5k291 shares
SOFI TECHNOLOGIES INC SOFI	SOFI	7,301	$115.9k7.3k shares
NEXTRACKER INC NXT	NXT	960	$115.7k960 shares
ECHOSTAR CORP ECHO	ECHO	968	$113.3k968 shares
ASTEC INDS INC ASTE	ASTE	2,051	$110.4k2.1k shares
DOUGLAS DYNAMICS INC PLOW	PLOW	2,622	$110.4k2.6k shares
XERIS BIOPHARMA HOLDINGS INC XERS	XERS	18,359	$106.5k18.4k shares
BRIDGEBIO PHARMA INC BBIO	BBIO	1,350	$100.3k1.4k shares
OIL STS INTL INC OIS	OIS	8,432	$98.1k8.4k shares
LIVERAMP HLDGS INC RAMP	RAMP	3,651	$96.8k3.7k shares
MATIV HOLDINGS INC MATV	MATV	9,728	$84.6k9.7k shares
HECLA MNG CO HL	HL	4,510	$84.0k4.5k shares
OOMA INC OOMA	OOMA	5,683	$82.7k5.7k shares
RED VIOLET INC RDVT	RDVT	2,384	$82.5k2.4k shares
MISTRAS GROUP INC MG	MG	5,550	$82.0k5.5k shares
MADRIGAL PHARMACEUTICALS INC MDGL	MDGL	155	$81.1k155 shares