Kemnay Advisory Services Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 24Value: $531.6MLatest: 2025Q1

Kemnay Advisory Services Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 24 holdings worth $0.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "OPAD",
  null,
  "QCOM",
  "META",
  null,
  "MA",
  "MSFT",
  "NU",
  "ORCL",
  "AAPL",
  "NVDA",
  "TMO",
  "TSM",
  "VNO",
  "AMZN",
  "V",
  "SOFI",
  "MELI",
  "BRK-B",
  "COIN",
  "CSX",
  "DHR",
  "EWJ",
  "GOOG"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 24
Total Value: 531637005
Accession Number: 0000950123-25-005522
Form Type: 13F-HR
CIK: kemnay-advisory-services
Manager Name: Kemnay-Advisory-Services

Data Enrichment

92% identified

22 identified2 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

24 positions • $531.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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VORNADO REALTY TRUST

VNO|929042109

Shares:5.8M

Value:$215.8M

% of Portfolio:40.6% ($215.8M/$531.6M)

46434G822

EWJ|46434G822

Shares:869.5K

Value:$59.6M

% of Portfolio:11.2% ($59.6M/$531.6M)

Coinbase Global, Inc.

COIN|19260Q107

Shares:232.3K

Value:$40.0M

% of Portfolio:7.5% ($40.0M/$531.6M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:158.9K

Value:$26.4M

% of Portfolio:5.0% ($26.4M/$531.6M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:32.1K

Value:$17.1M

% of Portfolio:3.2% ($17.1M/$531.6M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:33.9K

Value:$16.8M

% of Portfolio:3.2% ($16.8M/$531.6M)

VISA INC.

V|92826C839

Shares:43.5K

Value:$15.3M

% of Portfolio:2.9% ($15.3M/$531.6M)

Mastercard Inc

MA|57636Q104

Shares:27.3K

Value:$15.0M

% of Portfolio:2.8% ($15.0M/$531.6M)

MICROSOFT CORP

MSFT|594918104

Shares:37.8K

Value:$14.2M

% of Portfolio:2.7% ($14.2M/$531.6M)

AMAZON COM INC

AMZN|023135106

Shares:69.0K

Value:$13.1M

% of Portfolio:2.5% ($13.1M/$531.6M)

Alphabet Inc.

GOOG|02079K107

Shares:83.3K

Value:$13.0M

% of Portfolio:2.4% ($13.0M/$531.6M)

Meta Platforms, Inc.

META|30303M102

Shares:21.6K

Value:$12.4M

% of Portfolio:2.3% ($12.4M/$531.6M)

NVIDIA CORP

NVDA|67066G104

Shares:110.4K

Value:$12.0M

% of Portfolio:2.2% ($12.0M/$531.6M)

CSX CORP

CSX|126408103

Shares:336.8K

Value:$9.9M

% of Portfolio:1.9% ($9.9M/$531.6M)

88023U101

Shares:161.6K

Value:$9.7M

% of Portfolio:1.8% ($9.7M/$531.6M)

ORACLE CORP

ORCL|68389X105

Shares:56.4K

Value:$7.9M

% of Portfolio:1.5% ($7.9M/$531.6M)

DANAHER CORP /DE/

DHR|235851102

Shares:37.1K

Value:$7.6M

% of Portfolio:1.4% ($7.6M/$531.6M)

QUALCOMM INC/DE

QCOM|747525103

Shares:44.5K

Value:$6.8M

% of Portfolio:1.3% ($6.8M/$531.6M)

Nu Holdings Ltd.

NU|G6683N103

Shares:664.4K

Value:$6.8M

% of Portfolio:1.3% ($6.8M/$531.6M)

MERCADOLIBRE INC

MELI|58733R102

Shares:2.6K

Value:$5.1M

% of Portfolio:1.0% ($5.1M/$531.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
VORNADO REALTY TRUST(VNOcusip929042109)	5.8M	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$215.8M	40.6% ($215.8M/$531.6M)	QoQ -12.01% (-$29.5M) YoY +28.57% (+$48.0M)
(EWJcusip46434G822)	869.5K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$59.6M	11.2% ($59.6M/$531.6M)	QoQ +2.17% (+$1.3M) YoY -3.91% (-$2.4M)
Coinbase Global, Inc.(COINcusip19260Q107)	232.3K	QoQ 0.00% (-0) YoY -15.02% (-41.1K)	All Managers (Combined)	$40.0M	7.5% ($40.0M/$531.6M)	QoQ -30.63% (-$17.7M) YoY -44.79% (-$32.5M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	158.9K	QoQ +176.94% (+101.5K) YoY +255.39% (+114.2K)	All Managers (Combined)	$26.4M	5.0% ($26.4M/$531.6M)	QoQ +132.78% (+$15.0M) YoY +333.62% (+$20.3M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	32.1K	QoQ +33.59% (+8.1K) YoY NEW(+32.1K)	All Managers (Combined)	$17.1M	3.2% ($17.1M/$531.6M)	QoQ +56.96% (+$6.2M) YoY NEW(+$17.1M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	33.9K	QoQ +33.02% (+8.4K) YoY NEW(+33.9K)	All Managers (Combined)	$16.8M	3.2% ($16.8M/$531.6M)	QoQ +27.24% (+$3.6M) YoY NEW(+$16.8M)
VISA INC.(Vcusip92826C839)	43.5K	QoQ +19.61% (+7.1K) YoY -3.03% (-1.4K)	All Managers (Combined)	$15.3M	2.9% ($15.3M/$531.6M)	QoQ +32.64% (+$3.8M) YoY +21.77% (-$2.7M)
Mastercard Inc(MAcusip57636Q104)	27.3K	QoQ +26.76% (+5.8K) YoY +2.06% (+553)	All Managers (Combined)	$15.0M	2.8% ($15.0M/$531.6M)	QoQ +31.95% (+$3.6M) YoY +16.16% (+$2.1M)
MICROSOFT CORP(MSFTcusip594918104)	37.8K	QoQ +39.25% (+10.7K) YoY +24.05% (+7.3K)	All Managers (Combined)	$14.2M	2.7% ($14.2M/$531.6M)	QoQ +24.02% (+$2.7M) YoY +10.68% (+$1.4M)
AMAZON COM INC(AMZNcusip023135106)	69.0K	QoQ +24.30% (+13.5K) YoY -5.45% (-4.0K)	All Managers (Combined)	$13.1M	2.5% ($13.1M/$531.6M)	QoQ +7.80% (+$949.7K) YoY -0.27% (-$35.8K)
Alphabet Inc.(GOOGcusip02079K107)	83.3K	QoQ +28.29% (+18.4K) YoY -4.46% (-3.9K)	All Managers (Combined)	$13.0M	2.4% ($13.0M/$531.6M)	QoQ +5.24% (+$648.9K) YoY -1.97% (-$262.4K)
Meta Platforms, Inc.(METAcusip30303M102)	21.6K	QoQ +6.71% (+1.4K) YoY -18.47% (-4.9K)	All Managers (Combined)	$12.4M	2.3% ($12.4M/$531.6M)	QoQ +5.04% (+$597.7K) YoY -3.23% (-$415.5K)
NVIDIA CORP(NVDAcusip67066G104)	110.4K	QoQ +38.65% (+30.8K) YoY +555.94% (-93.5K)	All Managers (Combined)	$12.0M	2.2% ($12.0M/$531.6M)	QoQ +11.90% (+$1.3M) YoY -21.32% (-$3.2M)
CSX CORP(CSXcusip126408103)	336.8K	QoQ +21.74% (+60.2K) YoY +30.55% (+78.8K)	All Managers (Combined)	$9.9M	1.9% ($9.9M/$531.6M)	QoQ +11.03% (+$985.1K) YoY +3.64% (+$348.5K)
(cusip88023U101)✕	161.6K	QoQ +1.64% (+2.6K) YoY +80.06% (+71.9K)	All Managers (Combined)	$9.7M	1.8% ($9.7M/$531.6M)	QoQ +7.35% (+$663.5K) YoY +89.76% (+$4.6M)
ORACLE CORP(ORCLcusip68389X105)	56.4K	QoQ +66.34% (+22.5K) YoY -61.76% (-91.2K)	All Managers (Combined)	$7.9M	1.5% ($7.9M/$531.6M)	QoQ +39.56% (+$2.2M) YoY -57.43% (-$10.7M)
DANAHER CORP /DE/(DHRcusip235851102)	37.1K	QoQ +30.85% (+8.8K) YoY NEW(+37.1K)	All Managers (Combined)	$7.6M	1.4% ($7.6M/$531.6M)	QoQ +16.85% (+$1.1M) YoY NEW(+$7.6M)
QUALCOMM INC/DE(QCOMcusip747525103)	44.5K	QoQ -25.51% (-15.3K) YoY -46.03% (-38.0K)	All Managers (Combined)	$6.8M	1.3% ($6.8M/$531.6M)	QoQ -25.51% (-$2.3M) YoY -51.03% (-$7.1M)
Nu Holdings Ltd.(NUcusipG6683N103)	664.4K	QoQ 0.00% (-0) YoY NEW(+664.4K)	All Managers (Combined)	$6.8M	1.3% ($6.8M/$531.6M)	QoQ -1.15% (-$79.7K) YoY NEW(+$6.8M)
MERCADOLIBRE INC(MELIcusip58733R102)	2.6K	QoQ +17.00% (+381) YoY +21.38% (+462)	All Managers (Combined)	$5.1M	1.0% ($5.1M/$531.6M)	QoQ +34.23% (+$1.3M) YoY +56.62% (+$1.8M)