$334 Million is the total value of Kemnay Advisory Services Inc.'s 22 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 56.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VNO | New | VORNADO RLTY TRsh ben int | $132,326,029 | – | 5,834,481 | +100.0% | 39.62% | – |
| CHTR | Buy | CHARTER COMMUNICATIONS INC Ncl a | $23,725,650 | +20.4% | 53,944 | +0.5% | 7.10% | -18.0% |
| COIN | COINBASE GLOBAL INC | $20,529,199 | +4.9% | 273,431 | 0.0% | 6.15% | -28.5% | |
| ORCL | Sell | ORACLE CORP | $15,597,250 | -15.7% | 147,255 | -5.2% | 4.67% | -42.5% |
| QCOM | QUALCOMM INC | $14,210,349 | -6.7% | 127,952 | 0.0% | 4.26% | -36.4% | |
| Buy | OFFERPAD SOLUTIONS INC | $13,463,988 | -24.7% | 1,379,507 | +0.0% | 4.03% | -48.7% | |
| ATVI | New | ACTIVISION BLIZZARD INC | $9,973,748 | – | 106,523 | +100.0% | 2.99% | – |
| GOOG | Buy | ALPHABET INCcap stk cl c | $9,755,450 | +14.0% | 73,989 | +4.6% | 2.92% | -22.4% |
| FB | Sell | META PLATFORMS INCcl a | $9,586,006 | -6.3% | 31,931 | -10.4% | 2.87% | -36.1% |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $9,557,585 | – | 27,284 | +100.0% | 2.86% | – |
| MSFT | Buy | MICROSOFT CORP | $9,438,715 | +2.3% | 29,893 | +10.3% | 2.83% | -30.3% |
| NVDA | Sell | NVIDIA CORPORATION | $9,431,888 | -22.1% | 21,683 | -24.3% | 2.82% | -47.0% |
| CRM | Buy | SALESFORCE INC | $9,366,003 | +6.6% | 46,188 | +11.1% | 2.80% | -27.4% |
| AAPL | Buy | APPLE INC | $9,316,050 | -2.5% | 54,413 | +10.4% | 2.79% | -33.6% |
| V | Buy | VISA INC | $9,268,253 | +5.9% | 40,295 | +9.3% | 2.78% | -27.9% |
| AMZN | Sell | AMAZON COM INC | $8,918,993 | -7.9% | 70,162 | -5.5% | 2.67% | -37.3% |
| MELI | MERCADOLIBRE INC | $7,848,177 | +7.0% | 6,190 | 0.0% | 2.35% | -27.1% | |
| CSX | New | CSX CORP | $4,956,162 | – | 161,176 | +100.0% | 1.48% | – |
| AMAT | Buy | APPLIED MATLS INC | $2,801,674 | -0.4% | 20,236 | +4.0% | 0.84% | -32.1% |
| TPX | New | TEMPUR SEALY INTL INC | $2,753,650 | – | 63,536 | +100.0% | 0.82% | – |
| VACASA INC | $1,166,513 | -32.0% | 2,529,849 | 0.0% | 0.35% | -53.7% | ||
| YNDX | YANDEX N V | $0 | – | 95,488 | 0.0% | 0.00% | – | |
| DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -9,640 | -100.0% | -0.48% | – |
| PSA | Exit | PUBLIC STORAGE | $0 | – | -10,298 | -100.0% | -1.32% | – |
| CUZ | Exit | COUSINS PPTYS INC | $0 | – | -137,288 | -100.0% | -1.38% | – |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -95,395 | -100.0% | -3.50% | – |
| HIW | Exit | HIGHWOODS PPTYS INC | $0 | – | -392,209 | -100.0% | -4.12% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -224,090 | -100.0% | -4.25% | – |
| CPT | Exit | CAMDEN PPTY TRsh ben int | $0 | – | -125,280 | -100.0% | -6.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 41 | Q3 2023 | 12.2% |
| AMAZON COM INC | 39 | Q3 2023 | 13.5% |
| META PLATFORMS INC | 39 | Q3 2023 | 13.4% |
| YANDEX N V | 39 | Q3 2023 | 4.0% |
| MICROSOFT CORP | 38 | Q3 2023 | 11.6% |
| BERKSHIRE HATHAWAY INC DEL | 37 | Q3 2023 | 11.0% |
| JOHNSON & JOHNSON | 34 | Q3 2021 | 12.3% |
| COCA COLA CO | 34 | Q3 2021 | 12.7% |
| KIMBERLY-CLARK CORP | 34 | Q3 2021 | 8.7% |
| PFIZER INC | 34 | Q3 2021 | 8.8% |
View Kemnay Advisory Services Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| SC 13G | 2023-05-22 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
View Kemnay Advisory Services Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.