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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) |
|---|---|---|---|---|---|
| SUNSTONE HOTEL INVS INC NEW | COM | 867892101 | — | 1,302 shares | $14,908 |
| PEBBLEBROOK HOTEL TR | COM | 70509V100 | — | 768 shares | $14,907 |
| INNODATA INC | COM NEW | 457642205 | — | 197 shares | $14,889 |
| EPLUS INC | COM | 294268107 | — | 178 shares | $14,815 |
| INNOSPEC INC | COM | 45768S105 | — | 181 shares | $14,732 |
| CENCORA INC | COM | 03073E105 | — | 52 shares | $14,715 |
| YUM BRANDS INC | COM | 988498101 | — | 92 shares | $14,707 |
| CBRE GROUP INC | CL A | 12504L109 | — | 109 shares | $14,681 |
| MARRIOTT VACATIONS WORLDWIDE | COM | 57164Y107 | — | 144 shares | $14,671 |
| HAMILTON INSURANCE GROUP LTD | CL B | G42706104 | — | 431 shares | $14,628 |
| INTUIT | COM | 461202103 | — | 56 shares | $14,616 |
| TENABLE HLDGS INC | COM | 88025T102 | — | 394 shares | $14,531 |
| DOUGLAS EMMETT INC | COM | 25960P109 | — | 1,231 shares | $14,526 |
| CARDINAL HEALTH INC | COM | 14149Y108 | — | 61 shares | $14,491 |
| LEMAITRE VASCULAR INC | COM | 525558201 | — | 151 shares | $14,490 |
| QUANTUM COMPUTING INC | COM | 74766W108 | — | 1,493 shares | $14,482 |
| THE BALDWIN INSURANCE GRP IN | COM CL A | 05589G102 | — | 544 shares | $14,460 |
| OFG BANCORP | COM | 67103X102 | — | 293 shares | $14,378 |
| EOS ENERGY ENTERPRISES INC | COM CL A | 29415C101 | — | 2,443 shares | $14,365 |
| DXP ENTERPRISES INC | COM NEW | 233377407 | — | 85 shares | $14,343 |
| DESIGNER BRANDS INC | CL A | 250565108 | — | 2,459 shares | $14,336 |
| PAYPAL HLDGS INC | COM | 70450Y103 | — | 332 shares | $14,336 |
| PERPETUA RESOURCES CORP | COM | 714266103 | — | 690 shares | $14,324 |
| STEWART INFORMATION SVCS COR | COM | 860372101 | — | 216 shares | $14,260 |
| GOODYEAR TIRE & RUBR CO | COM | 382550101 | — | 2,154 shares | $14,216 |
| FIRST COMWLTH FINL CORP PA | COM | 319829107 | — | 699 shares | $14,211 |
| CONCENTRA GROUP HOLDINGS PAR | COMMON STOCK | 20603L102 | — | 476 shares | $14,161 |
| ALBANY INTL CORP | CL A | 012348108 | — | 190 shares | $14,155 |
| ADVANCE AUTO PARTS INC | COM | 00751Y106 | — | 227 shares | $14,124 |
| ON SEMICONDUCTOR CORP | COM | 682189105 | — | 149 shares | $14,086 |
| BOX INC | CL A | 10316T104 | — | 529 shares | $14,040 |
| D R HORTON INC | COM | 23331A109 | — | 86 shares | $14,008 |
| STOCK YDS BANCORP INC | COM | 861025104 | — | 183 shares | $13,994 |
| SMARTSTOP SELF STORAG REIT I | COMMON STOCK | 83192D402 | — | 430 shares | $13,975 |
| CROWN CASTLE INC | COM | 22822V101 | — | 184 shares | $13,934 |
| EQT CORP | COM | 26884L109 | — | 262 shares | $13,931 |
| INNOVATIVE INDL PPTYS INC | COM | 45781V101 | — | 223 shares | $13,822 |
| UFP TECHNOLOGIES INC | COM | 902673102 | — | 52 shares | $13,787 |
| ARCH CAP GROUP LTD | ORD | G0450A105 | — | 142 shares | $13,783 |
| PERDOCEO ED CORP | COM | 71363P106 | — | 430 shares | $13,760 |
| DIVERSIFIED HEALTHCARE TR | COM SH BEN INT | 25525P107 | — | 1,478 shares | $13,745 |
| FLUENCE ENERGY INC | COM CL A | 34379V103 | — | 691 shares | $13,737 |
| HCI GROUP INC | COM | 40416E103 | — | 78 shares | $13,670 |
| AMERICAN SUPERCONDUCTOR CORP | SHS NEW | 030111207 | — | 329 shares | $13,657 |
| IMAX CORP | COM | 45245E109 | — | 342 shares | $13,632 |
| NEOGEN CORP | COM | 640491106 | — | 1,515 shares | $13,620 |
| NATIONAL BK HLDGS CORP | CL A | 633707104 | — | 303 shares | $13,462 |
| EVERUS CONSTR GROUP | COM | 300426103 | — | 81 shares | $13,442 |
| BABCOCK & WILCOX ENTERPRISES | COM | 05614L209 | — | 952 shares | $13,423 |
| SITIME CORP | COM | 82982T106 | — | 18 shares | $13,420 |
| DTE ENERGY CO | COM | 233331107 | — | 88 shares | $13,409 |
| BIOGEN INC | COM | 09062X103 | — | 62 shares | $13,396 |
| MASTERBRAND INC | COMMON STOCK | 57638P104 | — | 1,301 shares | $13,387 |
| SPECTRUM BRANDS HOLDINGS INC | COM | 84790A105 | — | 156 shares | $13,377 |
| WALKER & DUNLOP INC | COM | 93148P102 | — | 242 shares | $13,237 |
| ALPHA METALLURGICAL RESOUR I | COM | 020764106 | — | 80 shares | $13,195 |
| FEDERAL AGRIC MTG CORP | CL C | 313148306 | — | 66 shares | $13,152 |
| WILEY JOHN & SONS INC | CL A | 968223206 | — | 271 shares | $13,146 |
| KOHLS CORP | COM | 500255104 | — | 741 shares | $13,131 |
| AMEREN CORP | COM | 023608102 | — | 116 shares | $13,113 |
| KROGER CO | COM | 501044101 | — | 236 shares | $13,105 |
| PROPETRO HLDG CORP | COM | 74347M108 | — | 907 shares | $13,006 |
| CITY HLDG CO | COM | 177835105 | — | 98 shares | $12,999 |
| OPTION CARE HEALTH INC | COM NEW | 68404L201 | — | 617 shares | $12,938 |
| ZIFF DAVIS INC | COM | 48123V102 | — | 247 shares | $12,935 |
| QNITY ELECTRONICS INC | COMMON STOCK | 74743L100 | — | 79 shares | $12,901 |
| NORTHERN TR CORP | COM | 665859104 | — | 74 shares | $12,864 |
| ANGLOGOLD ASHANTI PLC | COM SHS | G0378L100 | — | 159 shares | $12,862 |
| EVEREST GROUP LTD | COM | G3223R108 | — | 36 shares | $12,860 |
| GORMAN RUPP CO | COM | 383082104 | — | 140 shares | $12,844 |
| OMNICELL COM | COM | 68213N109 | — | 309 shares | $12,830 |
| ADEIA INC | COM | 00676P107 | — | 389 shares | $12,810 |
| EXTRA SPACE STORAGE INC | COM | 30225T102 | — | 88 shares | $12,786 |
| CASEYS GEN STORES INC | COM | 147528103 | — | 16 shares | $12,717 |
| VULCAN MATLS CO | COM | 929160109 | — | 43 shares | $12,685 |
| M & T BK CORP | COM | 55261F104 | — | 53 shares | $12,615 |
| ABERCROMBIE & FITCH CO | CL A | 002896207 | — | 139 shares | $12,511 |
| LIVE NATION ENTERTAINMENT IN | COM | 538034109 | — | 68 shares | $12,451 |
| PATHWARD FINANCIAL INC | COM | 59100U108 | — | 143 shares | $12,450 |
| INTERACTIVE BROKERS GROUP IN | COM CL A | 45841N107 | — | 142 shares | $12,360 |
| VICI PPTYS INC | COM | 925652109 | — | 460 shares | $12,213 |
| WORTHINGTON ENTERPRISES INC | COM | 981811102 | — | 227 shares | $12,204 |
| S & T BANCORP INC | COM | 783859101 | — | 248 shares | $12,172 |
| NOVOCURE LTD | ORD SHS | G6674U108 | — | 803 shares | $12,165 |
| CENTURY COMMUNITIES INC | COM | 156504300 | — | 169 shares | $12,111 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 21 shares | $12,111 |
| ENERPAC TOOL GROUP CORP | CL A COM | 292765104 | — | 337 shares | $12,085 |
| CENTERPOINT ENERGY INC | COM | 15189T107 | — | 274 shares | $12,067 |
| EDISON INTL | COM | 281020107 | — | 162 shares | $12,061 |
| ATMOS ENERGY CORP | COM | 049560105 | — | 70 shares | $12,059 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 | — | 679 shares | $12,039 |
| CINCINNATI FINL CORP | COM | 172062101 | — | 65 shares | $12,034 |
| ALAMO GROUP INC | COM | 011311107 | — | 73 shares | $12,008 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 | — | 187 shares | $11,970 |
| OLD DOMINION FREIGHT LINE IN | COM | 679580100 | — | 55 shares | $11,913 |
| LYFT INC | CL A COM | 55087P104 | — | 814 shares | $11,893 |
| RESMED INC | COM | 761152107 | — | 61 shares | $11,888 |
| JETBLUE AIRWAYS CORP | COM | 477143101 | — | 2,074 shares | $11,884 |
| CTS CORP | COM | 126501105 | — | 182 shares | $11,865 |
| INTUITIVE MACHINES INC | CLASS A COM | 46125A100 | — | 550 shares | $11,765 |