EdgeMarket › What Kemnay Advisory Services Inc. reported owning
What Kemnay Advisory Services Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
622.3MPositions
1,190Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VNO VORNADO REALTY TRUST | 151.6M | 24.4% | 5.8M | 37.88 | +3.3% |
| EWJ iShares MSCI Japan ETF | 96.2M | 15.5% | 1.1M | 95.18 | +19.5% |
| COIN Coinbase Global, Inc. | 51.5M | 8.3% | 295.2K | 186.49 | -38.7% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 35.9M | 5.8% | 106.1K | 418.95 | +83.3% |
| INDA iShares MSCI India ETF | 19.5M | 3.1% | 415.7K | 49.64 | -7.7% |
| AMZN AMAZON COM INC | 18.9M | 3.0% | 90.8K | 258.63 | +15.6% |
| TMO THERMO FISHER SCIENTIFIC INC. | 18.5M | 3.0% | 37.6K | 629.27 | +27.2% |
| AAPL Apple Inc. | 18.4M | 3.0% | 72.5K | 309.35 | +36.9% |
| NVDA NVIDIA CORP | 17.9M | 2.9% | 102.7K | 214.72 | +22.4% |
| unmapped CUSIP 084670702 | 17.7M | 2.8% | 36.9K | — | — |
| MSFT MICROSOFT CORP | 17.5M | 2.8% | 47.3K | 483.24 | -4.4% |
| GOOG Alphabet Inc. | 17.4M | 2.8% | 60.8K | 341.75 | +70.7% |
| V VISA INC. | 17.2M | 2.8% | 57.0K | 371.04 | +7.9% |
| SPY SPDR S&P 500 ETF TRUST | 17.1M | 2.7% | 26.3K | 765.72 | +20.0% |
| META Meta Platforms, Inc. | 16.5M | 2.7% | 28.9K | 549.90 | -26.5% |
| MELI MERCADOLIBRE INC | 11.3M | 1.8% | 6.5K | 1,922.73 | -17.7% |
| FIS Fidelity National Information Services, Inc. | 11.0M | 1.8% | 235.5K | 41.34 | -40.7% |
| INTU INTUIT INC. | 9.1M | 1.5% | 21.0K | 367.00 | -47.5% |
| DHR DANAHER CORP /DE/ | 8.6M | 1.4% | 45.5K | 218.85 | +3.5% |
| SGI SOMNIGROUP INTERNATIONAL INC. | 6.3M | 1.0% | 85.4K | 64.71 | -20.1% |
| OPAD Offerpad Solutions Inc. | 903.9K | 0.1% | 1.4M | 4.12 | -68.5% |
| GOOGL Alphabet Inc. | 502.7K | 0.1% | 1.7K | 344.82 | +73.0% |
| AVGO Broadcom Inc. | 434.6K | 0.1% | 1.4K | 368.45 | +26.5% |
| TSLA Tesla, Inc. | 374.7K | 0.1% | 1.0K | 362.86 | +12.0% |
| FIG Figma, Inc. | 280.6K | 0.0% | 13.3K | 27.10 | -63.4% |
| LLY ELI LILLY & Co | 268.6K | 0.0% | 292 | 1,255.40 | +78.0% |
| JPM JPMORGAN CHASE & CO | 250.3K | 0.0% | 851 | 351.58 | +20.3% |
| IWM iShares Russell 2000 ETF | 236.8K | 0.0% | 955 | 299.96 | +33.1% |
| XOM ExxonMobil Holdings Corp | 234.8K | 0.0% | 1.4K | 165.11 | +52.1% |
| IWB iShares Russell 1000 ETF | 231.8K | 0.0% | 650 | 419.69 | +19.8% |
| TJX TJX COMPANIES INC /DE/ | 227.7K | 0.0% | 1.4K | 140.53 | +1.6% |
| WMT Walmart Inc. | 189.7K | 0.0% | 1.5K | 103.70 | +1.1% |
| JCI Johnson Controls International plc | 175.1K | 0.0% | 1.3K | 143.05 | +35.0% |
| CVS CVS HEALTH Corp | 166.8K | 0.0% | 2.3K | 93.02 | +31.3% |
| FN Fabrinet | 164.8K | 0.0% | 316 | 436.67 | +55.8% |
| CLH CLEAN HARBORS INC | 158.8K | 0.0% | 554 | 315.98 | +29.5% |
| FORM FORMFACTOR INC | 157.7K | 0.0% | 1.6K | 114.16 | +309.2% |
| GVA GRANITE CONSTRUCTION INC | 157.3K | 0.0% | 1.3K | 123.74 | +13.0% |
| CUBI Customers Bancorp, Inc. | 155.0K | 0.0% | 2.2K | 79.79 | +21.3% |
| NTRA Natera, Inc. | 150.4K | 0.0% | 752 | 332.03 | +106.7% |
| HAYW Hayward Holdings, Inc. | 150.1K | 0.0% | 11.2K | 14.58 | -8.0% |
| TCBI TEXAS CAPITAL BANCSHARES INC/TX | 150.0K | 0.0% | 1.6K | 98.30 | +16.9% |
| PLXS PLEXUS CORP | 149.1K | 0.0% | 736 | 240.14 | +86.6% |
| PCTY Paylocity Holding Corp | 147.5K | 0.0% | 1.4K | 153.34 | -15.4% |
| ABBV AbbVie Inc. | 147.2K | 0.0% | 677 | 264.96 | +26.7% |
| COST COSTCO WHOLESALE CORP /NEW | 146.5K | 0.0% | 147 | 947.74 | -4.7% |
| VRT Vertiv Holdings Co | 145.1K | 0.0% | 579 | 261.95 | +105.4% |
| DKS DICK'S SPORTING GOODS, INC. | 143.2K | 0.0% | 722 | 183.23 | -17.8% |
| SF STIFEL FINANCIAL CORP | 141.9K | 0.0% | 1.9K | 80.96 | +9.4% |
| MAN ManpowerGroup Inc. | 141.6K | 0.0% | 4.8K | 61.45 | +45.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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