Kemnay Advisory Services Inc. 13F holdings
Kemnay Advisory Services Inc. reported 1,166 positions with a total reported value of $791.5M as of 2026-06-30, in its 13F for Q2 2026, filed 2026-08-14. Top holdings by reported value: VORNADO RLTY TR (29.0%), ISHARES INC (13.4%), TSM TAIWAN SEMICONDUCTOR MANUFAC (6.5%), COIN COINBASE GLOBAL INC (5.5%), V VISA INC (3.5%). Against 2026-03-31 it opened 195 new positions and exited 215. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 1,166 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| VORNADO RLTY TR | 5,834,481 | $229.3M | 29.0% |
| ISHARES INC | 1,139,610 | $106.3M | 13.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFAC | 108,077 | $51.6M | 6.5% |
| COIN COINBASE GLOBAL INC | 295,121 | $43.1M | 5.5% |
| V VISA INC | 81,262 | $27.9M | 3.5% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 55,690 | $27.9M | 3.5% |
| MA MASTERCARD INCORPORATED | 53,561 | $27.5M | 3.5% |
| AAPL APPLE INC | 94,671 | $27.4M | 3.5% |
| NVDA NVIDIA CORPORATION | 127,745 | $25.6M | 3.2% |
| META META PLATFORMS INC | 44,425 | $25.0M | 3.2% |
| GOOGL ALPHABET INC | 70,381 | $24.9M | 3.1% |
| AMZN AMAZON COM INC | 103,553 | $24.7M | 3.1% |
| MSFT MICROSOFT CORP | 65,970 | $24.6M | 3.1% |
| TMO THERMO FISHER SCIENTIFIC INC | 37,955 | $19.0M | 2.4% |
| MELI MERCADOLIBRE INC | 8,463 | $14.4M | 1.8% |
| FIS FIDELITY NATL INFORMATION SV | 286,976 | $11.2M | 1.4% |
| DHR DANAHER CORP DEL | 54,382 | $10.4M | 1.3% |
| GWRE GUIDEWIRE SOFTWARE INC | 66,672 | $8.2M | 1.0% |
| SGI SOMNIGROUP INTERNATIONAL INC | 86,425 | $6.8M | 0.9% |
| AS AMER SPORTS INC | 106,447 | $3.6M | 0.5% |
| OPAD OFFERPAD SOLUTIONS INC | 195,714 | $966.8K | 0.1% |
| ISHARES TR | 1,754 | $608.0K | <0.1% |
| AVGO BROADCOM INC | 1,578 | $596.1K | <0.1% |
| TSLA TESLA INC | 1,129 | $474.9K | <0.1% |
| MU MICRON TECHNOLOGY INC | 381 | $439.8K | <0.1% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 195 in all · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| ECPG ENCORE CAP GROUP INC | 1,873 | $174.7K | <0.1% |
| HAPPEN INC | 8,096 | $167.9K | <0.1% |
| ASTH ASTRANA HEALTH INC | 3,550 | $164.8K | <0.1% |
| MXL MAXLINEAR INC | 1,261 | $161.4K | <0.1% |
| FLYW FLYWIRE CORPORATION | 8,656 | $152.1K | <0.1% |
| DLX DELUXE CORP MEDIUM TERM NTS | 6,364 | $152.0K | <0.1% |
| PNTG PENNANT GROUP INC | 4,050 | $149.6K | <0.1% |
| WLDN WILLDAN GROUP INC | 1,890 | $149.5K | <0.1% |
| CRS CARPENTER TECHNOLOGY CORP | 238 | $146.8K | <0.1% |
| FENC FENNEC PHARMACEUTICALS INC (NMS) | 12,586 | $135.3K | <0.1% |
| AAON AAON INC | 1,063 | $134.9K | <0.1% |
| ETON ETON PHARMACEUTICALS INC | 3,716 | $134.5K | <0.1% |
| CBRL CRACKER BARREL OLD CTRY STOR | 2,515 | $134.1K | <0.1% |
| BBCP CONCRETE PUMPING HLDGS INC | 11,110 | $133.9K | <0.1% |
| CTRN CITI TRENDS INC | 2,311 | $133.7K | <0.1% |
| PRCH PORCH GROUP INC | 8,543 | $128.5K | <0.1% |
| RCKY ROCKY BRANDS INC | 3,063 | $126.3K | <0.1% |
| PKOH PARK-OHIO HLDGS CORP | 3,271 | $125.8K | <0.1% |
| PGC PEAPACK-GLADSTONE FINL CORP | 2,638 | $124.9K | <0.1% |
| PENN PENN ENTERTAINMENT INC | 5,776 | $123.4K | <0.1% |
| DRS LEONARDO DRS INC | 2,891 | $123.4K | <0.1% |
| PRLB PROTO LABS INC | 1,513 | $123.3K | <0.1% |
| FC FRANKLIN COVEY CO | 4,843 | $118.8K | <0.1% |
| TRNS TRANSCAT INC | 1,185 | $109.9K | <0.1% |
| PACS PACS GROUP INC | 2,437 | $103.9K | <0.1% |
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 215 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 26,286 | $17.1M | 2.7% |
| FN FABRINET | 316 | $164.8K | <0.1% |
| CLH CLEAN HARBORS INC | 554 | $158.8K | <0.1% |
| STIFEL FINL CORP | 1,920 | $141.9K | <0.1% |
| MAN MANPOWERGROUP INC WIS | 4,805 | $141.6K | <0.1% |
| WWD WOODWARD INC | 392 | $140.3K | <0.1% |
| CCL CARNIVAL CORP | 5,212 | $134.9K | <0.1% |
| STRL STERLING INFRASTRUCTURE INC | 291 | $118.5K | <0.1% |
| SOFI SOFI TECHNOLOGIES INC | 7,301 | $115.9K | <0.1% |
| NXT NEXTPOWER INC | 960 | $115.7K | <0.1% |
| ECHO ECHOSTAR CORP | 968 | $113.3K | <0.1% |
| ASTEC INDS INC | 2,051 | $110.4K | <0.1% |
| PLOW DOUGLAS DYNAMICS INC | 2,622 | $110.4K | <0.1% |
| XERS XERIS BIOPHARMA HOLDINGS INC | 18,359 | $106.5K | <0.1% |
| BBIO BRIDGEBIO PHARMA INC | 1,350 | $100.3K | <0.1% |
| OIL STS INTL INC | 8,432 | $98.1K | <0.1% |
| RAMP LIVERAMP HLDGS INC | 3,651 | $96.8K | <0.1% |
| MATV MATIV HOLDINGS INC | 9,728 | $84.6K | <0.1% |
| HL HECLA MINING COMPANY | 4,510 | $84.0K | <0.1% |
| OOMA OOMA INC | 5,683 | $82.7K | <0.1% |
| RDVT RED VIOLET INC | 2,384 | $82.5K | <0.1% |
| MG MISTRAS GROUP INC | 5,550 | $82.0K | <0.1% |
| MDGL MADRIGAL PHARMACEUTICALS INC | 155 | $81.1K | <0.1% |
| KRATOS DEFENSE & SEC SOLUTIO | 1,149 | $81.0K | <0.1% |
| CAMDEN NATL CORP | 1,634 | $77.5K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MA MASTERCARD INCORPORATED | 261 | 53,561 | +20,421.5% | $27.5M |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 36,867 | 55,690 | +51.1% | $27.9M |
| META META PLATFORMS INC | 28,899 | 44,425 | +53.7% | $25.0M |
| V VISA INC | 56,960 | 81,262 | +42.7% | $27.9M |
| GWRE GUIDEWIRE SOFTWARE INC | 162 | 66,672 | +41,055.6% | $8.2M |
| MSFT MICROSOFT CORP | 47,345 | 65,970 | +39.3% | $24.6M |
| AAPL APPLE INC | 72,536 | 94,671 | +30.5% | $27.4M |
| NVDA NVIDIA CORPORATION | 102,652 | 127,745 | +24.4% | $25.6M |
| AS AMER SPORTS INC | 712 | 106,447 | +14,850.4% | $3.6M |
| MELI MERCADOLIBRE INC | 6,527 | 8,463 | +29.7% | $14.4M |
| AMZN AMAZON COM INC | 90,768 | 103,553 | +14.1% | $24.7M |
| GOOGL ALPHABET INC | 62,508 | 70,381 | +12.6% | $24.9M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ISHARES TR | 417,265 | 1,754 | -99.6% | $608.0K |
| OPAD OFFERPAD SOLUTIONS INC | 1,379,507 | 195,714 | -85.8% | $966.8K |
| INTU INTUIT | 20,957 | 56 | -99.7% | $14.6K |
| CRDO CREDO TECHNOLOGY GROUP HOLDI | 1,116 | 42 | -96.2% | $11.4K |
| CRWD CROWDSTRIKE HLDGS INC | 350 | 74 | -78.9% | $56.5K |
| TTMI TTM TECHNOLOGIES INC | 1,183 | 59 | -95.0% | $11.0K |
| NTRA NATERA INC | 752 | 59 | -92.2% | $16.0K |
| JBL JABIL INC | 510 | 23 | -95.5% | $8.9K |
| SITM SITIME CORP | 263 | 18 | -93.2% | $13.4K |
| HAYW HAYWARD HLDGS INC | 11,215 | 1,249 | -88.9% | $21.6K |
| CHEFS WHSE INC | 2,052 | 327 | -84.1% | $31.4K |
| BE BLOOM ENERGY CORP | 649 | 114 | -82.4% | $34.5K |
CIK 1555283 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
