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Kemnay Advisory Services Inc.
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $791,482,555
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VORNADO RLTY TR · SH BEN INT · 929042109 · shares: $229,295,103
- ISHARES INC · MSCI JAPAN ETF · 46434G822 · shares: $106,291,425
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $51,614,333
- COINBASE GLOBAL INC · COM CL A · 19260Q107 · shares: $43,143,739
- VISA INC · COM CL A · 92826C839 · shares: $27,880,180
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $27,866,719
- MASTERCARD INCORPORATED · CL A · 57636Q104 · shares: $27,508,930
- APPLE INC · COM · 037833100 · shares: $27,394,001
- NVIDIA CORPORATION · COM · 67066G104 · shares: $25,560,497
- META PLATFORMS INC · CL A · 30303M102 · shares: $25,024,158
Reported holdings
1,169 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VORNADO RLTY TR | SH BEN INT | 929042109 | — | 5,834,481 shares | $229,295,103 |
| ISHARES INC | MSCI JAPAN ETF | 46434G822 | — | 1,139,610 shares | $106,291,425 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 108,077 shares | $51,614,333 |
| COINBASE GLOBAL INC | COM CL A | 19260Q107 | — | 295,121 shares | $43,143,739 |
| VISA INC | COM CL A | 92826C839 | — | 81,262 shares | $27,880,180 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 55,690 shares | $27,866,719 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 53,561 shares | $27,508,930 |
| APPLE INC | COM | 037833100 | — | 94,671 shares | $27,394,001 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 127,745 shares | $25,560,497 |
| META PLATFORMS INC | CL A | 30303M102 | — | 44,425 shares | $25,024,158 |
| AMAZON COM INC | COM | 023135106 | — | 103,553 shares | $24,680,822 |
| MICROSOFT CORP | COM | 594918104 | — | 65,970 shares | $24,608,129 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 68,427 shares | $24,177,312 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 37,955 shares | $19,029,119 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 8,463 shares | $14,365,012 |
| FIDELITY NATL INFORMATION SV | COM | 31620M106 | — | 286,976 shares | $11,157,627 |
| DANAHER CORP DEL | COM | 235851102 | — | 54,382 shares | $10,358,684 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | — | 66,672 shares | $8,203,989 |
| SOMNIGROUP INTERNATIONAL INC | COM | 88023U101 | — | 86,425 shares | $6,775,720 |
| AMER SPORTS INC | COM SHS | G0260P102 | — | 106,447 shares | $3,602,166 |
| OFFERPAD SOLUTIONS INC | COM CL A | 67623L505 | — | 195,714 shares | $966,827 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 1,954 shares | $698,301 |
| BROADCOM INC | COM | 11135F101 | — | 1,578 shares | $596,090 |
| TESLA INC | COM | 88160R101 | — | 1,129 shares | $474,857 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 381 shares | $439,784 |
| ELI LILLY & CO | COM | 532457108 | — | 303 shares | $363,427 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 549 shares | $318,920 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 743 shares | $304,259 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 1,011 shares | $303,755 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 897 shares | $293,615 |
| FIGMA INC | CLASS A COM STK | 316841105 | — | 13,274 shares | $240,127 |
| INDIVIOR PHARMACEUTICALS INC | COM | 45579U109 | — | 5,829 shares | $239,164 |
| BRIGHTSPRING HEALTH SVCS INC | COM | 10950A106 | — | 3,401 shares | $237,186 |
| PLEXUS CORP | COM | 729132100 | — | 766 shares | $230,313 |
| LAM RESEARCH CORP | COM NEW | 512807306 | — | 512 shares | $221,865 |
| TJX COS INC NEW | COM | 872540109 | — | 1,459 shares | $221,039 |
| WESTERN DIGITAL CORP | COM | 958102105 | — | 342 shares | $218,442 |
| BALCHEM CORP | COM | 057665200 | — | 1,259 shares | $212,708 |
| AMPHENOL CORP | CL A | 032095101 | — | 1,205 shares | $212,466 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 4,940 shares | $209,160 |
| APPLIED MATLS INC | COM | 038222105 | — | 278 shares | $200,994 |
| EXXON MOBIL CORP | COM | 30231G102 | — | 1,469 shares | $200,842 |
| INTEL CORP | COM | 458140100 | — | 1,386 shares | $193,527 |
| PRIVIA HEALTH GROUP INC | COM | 74276R102 | — | 7,269 shares | $187,031 |
| AGILYSYS INC | COM | 00847J105 | — | 1,776 shares | $185,592 |
| DIEBOLD NIXDORF INC | COM SHS | 253651202 | — | 2,168 shares | $184,323 |
| ICHOR HOLDINGS | SHS | G4740B105 | — | 1,637 shares | $183,802 |
| FEDERAL SIGNAL CORP | COM | 313855108 | — | 1,429 shares | $183,612 |
| WALMART INC | COM | 931142103 | — | 1,620 shares | $183,481 |
| ABBVIE INC | COM | 00287Y109 | — | 721 shares | $181,432 |
| NAPCO SEC TECHNOLOGIES INC | COM | 630402105 | — | 4,729 shares | $179,607 |
| CVS HEALTH CORP | COM | 126650100 | — | 1,719 shares | $177,831 |
| ADAPTIVE BIOTECHNOLOGIES COR | COM | 00650F109 | — | 8,280 shares | $177,606 |
| ENCORE CAP GROUP INC | COM | 292554102 | — | 1,873 shares | $174,732 |
| VERICEL CORP | COM | 92346J108 | — | 3,903 shares | $173,644 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 | — | 471 shares | $169,089 |
| KB HOME | COM | 48666K109 | — | 2,689 shares | $168,305 |
| HAPPEN INC | COM NEW | 52603A208 | — | 8,096 shares | $167,911 |
| CUSTOM TRUCK ONE SOURCE INC | COM CL A | 23204X103 | — | 14,184 shares | $167,513 |
| KNOWLES CORP | COM | 49926D109 | — | 4,027 shares | $167,040 |
| ZETA GLOBAL HOLDINGS CORP | CL A | 98956A105 | — | 8,481 shares | $166,906 |
| FRONTDOOR INC | COM | 35905A109 | — | 2,151 shares | $166,896 |
| CATERPILLAR INC | COM | 149123101 | — | 156 shares | $166,124 |
| DAVE INC | CLASS A COM NEW | 23834J201 | — | 445 shares | $165,803 |
| ASTRANA HEALTH INC | COM NEW | 03763A207 | — | 3,550 shares | $164,756 |
| NATURES SUNSHINE PRODS INC | COM | 639027101 | — | 7,496 shares | $163,413 |
| ARLO TECHNOLOGIES INC | COM | 04206A101 | — | 12,044 shares | $162,353 |
| MAXLINEAR INC | COM | 57776J100 | — | 1,261 shares | $161,446 |
| BJS RESTAURANTS INC | COM | 09180C106 | — | 2,656 shares | $161,312 |
| FORTINET INC | COM | 34959E109 | — | 1,045 shares | $160,533 |
| ENTEGRIS INC | COM | 29362U104 | — | 890 shares | $160,075 |
| AVEANNA HEALTHCARE HLDGS INC | COM | 05356F105 | — | 18,675 shares | $160,045 |
| FORTIVE CORP | COM | 34959J108 | — | 2,602 shares | $158,956 |
| DARLING INGREDIENTS INC | COM | 237266101 | — | 2,852 shares | $155,776 |
| RUSH STREET INTERACTIVE INC | COM | 782011100 | — | 5,206 shares | $154,826 |
| TUTOR PERINI CORP | COM | 901109108 | — | 1,851 shares | $153,577 |
| LATTICE SEMICONDUCTOR CORP | COM | 518415104 | — | 995 shares | $152,195 |
| FLYWIRE CORPORATION | COM VTG | 302492103 | — | 8,656 shares | $152,086 |
| AAR CORP | COM | 000361105 | — | 1,064 shares | $152,078 |
| DELUXE CORP MEDIUM TERM NTS | COM | 248019101 | — | 6,364 shares | $151,972 |
| GARRETT MOTION INC | COM | 366505105 | — | 4,149 shares | $150,318 |
| XPO INC | COM | 983793100 | — | 732 shares | $150,272 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 160 shares | $149,675 |
| PENNANT GROUP INC | COM | 70805E109 | — | 4,050 shares | $149,648 |
| PAYLOCITY HLDG CORP | COM | 70438V106 | — | 1,431 shares | $149,582 |
| WILLDAN GROUP INC | COM | 96924N100 | — | 1,890 shares | $149,499 |
| VICTORIAS SECRET AND CO | COMMON STOCK | 926400102 | — | 1,787 shares | $149,179 |
| RBC BEARINGS INC | COM | 75524B104 | — | 230 shares | $148,134 |
| COHERENT CORP | COM | 19247G107 | — | 375 shares | $147,926 |
| CURTISS WRIGHT CORP | COM | 231561101 | — | 194 shares | $147,005 |
| CARPENTER TECHNOLOGY CORP | COM | 144285103 | — | 238 shares | $146,808 |
| CISCO SYS INC | COM | 17275R102 | — | 1,241 shares | $145,768 |
| CREXENDO INC | COM | 226552107 | — | 19,426 shares | $145,112 |
| TWILIO INC | CL A | 90138F102 | — | 703 shares | $145,050 |
| IRHYTHM HOLDINGS INC | COM | 450056106 | — | 1,216 shares | $144,643 |
| MERCURY SYS INC | COM | 589378108 | — | 1,181 shares | $144,472 |
| BRINKS CO | COM | 109696104 | — | 1,518 shares | $143,436 |
| NEWMARK GROUP INC | CL A | 65158N102 | — | 9,431 shares | $142,502 |
| BEL FUSE INC | CL B | 077347300 | — | 427 shares | $142,208 |
| KLA CORP | COM NEW | 482480100 | — | 466 shares | $140,597 |