$276 Million is the total value of Kemnay Advisory Services Inc.'s 50 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 53.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| UN | Buy | UNILEVER N V | $20,086,000 | +6.7% | 459,000 | +0.3% | 7.29% | -23.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $19,766,000 | +6.8% | 188,930 | +0.3% | 7.17% | -23.0% |
| KO | Buy | COCA COLA CO | $18,419,000 | +9.9% | 434,815 | +0.3% | 6.68% | -20.8% |
| AAPL | Buy | APPLE INC | $14,521,000 | +32.4% | 156,261 | +664.9% | 5.27% | -4.5% |
| TWTR | New | TWITTER INC | $13,293,000 | – | 324,446 | +100.0% | 4.82% | – |
| FB | Buy | FACEBOOK INCcl a | $9,598,000 | +124.1% | 142,632 | +100.7% | 3.48% | +61.7% |
| KMB | Buy | KIMBERLY CLARK CORP | $9,142,000 | +1.4% | 82,200 | +0.6% | 3.32% | -26.9% |
| GE | Buy | GENERAL ELECTRIC CO | $8,709,000 | +2.1% | 331,400 | +0.6% | 3.16% | -26.4% |
| DD | Buy | DU PONT E I DE NEMOURS & CO | $8,646,000 | -1.9% | 132,125 | +0.6% | 3.14% | -29.3% |
| PFE | Buy | PFIZER INC | $8,147,000 | -7.1% | 274,500 | +0.5% | 2.96% | -33.0% |
| ABEV | Buy | AMBEV SAsponsored adr | $7,631,000 | -4.4% | 1,083,975 | +0.6% | 2.77% | -31.1% |
| ADBE | Buy | ADOBE SYS INC | $6,865,000 | +122.2% | 94,875 | +101.9% | 2.49% | +60.1% |
| GOOG | New | GOOGLE INCcl c | $6,524,000 | – | 11,340 | +100.0% | 2.37% | – |
| BIDU | Buy | BAIDU INCspon adr rep a | $6,132,000 | +144.1% | 32,825 | +98.9% | 2.22% | +75.9% |
| YNDX | Buy | YANDEX N V | $6,094,000 | +137.5% | 171,000 | +101.2% | 2.21% | +71.2% |
| AMZN | Buy | AMAZON COM INC | $5,781,000 | +36.2% | 17,800 | +41.1% | 2.10% | -1.8% |
| VOD | Buy | VODAFONE GROUP PLC NEWspnsr adr no par | $4,312,000 | -8.4% | 129,127 | +1.0% | 1.56% | -33.9% |
| PCLN | Buy | PRICELINE COM INC | $4,091,000 | +241.8% | 3,401 | +238.7% | 1.48% | +146.5% |
| GOOGL | Buy | GOOGLE INCcl a | $4,025,000 | -17.5% | 6,884 | +57.3% | 1.46% | -40.5% |
| LNG | New | CHENIERE ENERGY INC | $3,078,000 | – | 42,923 | +100.0% | 1.12% | – |
| CYH | New | COMMUNITY HEALTH SYS INC NEW | $2,922,000 | – | 64,412 | +100.0% | 1.06% | – |
| AAL | New | AMERICAN AIRLS GROUP INC | $2,781,000 | – | 64,744 | +100.0% | 1.01% | – |
| VIPS | New | VIPSHOP HLDGS LTDsponsored adr | $2,780,000 | – | 14,806 | +100.0% | 1.01% | – |
| GM | Buy | GENERAL MTRS CO | $2,715,000 | +122.4% | 74,785 | +110.9% | 0.98% | +60.4% |
| VC | New | VISTEON CORP | $2,662,000 | – | 27,436 | +100.0% | 0.97% | – |
| WFC | Buy | WELLS FARGO & CO NEW | $2,650,000 | +118.5% | 50,423 | +106.8% | 0.96% | +57.5% |
| BAC | New | BANK OF AMERICA CORPORATION | $2,629,000 | – | 171,047 | +100.0% | 0.95% | – |
| MSFT | New | MICROSOFT CORP | $2,604,000 | – | 62,454 | +100.0% | 0.94% | – |
| FOXA | Buy | TWENTY FIRST CENTY FOX INCcl a | $2,550,000 | +110.9% | 72,535 | +91.7% | 0.92% | +52.1% |
| AIG | Buy | AMERICAN INTL GROUP INC | $2,540,000 | +110.8% | 46,531 | +93.1% | 0.92% | +52.0% |
| DAL | Buy | DELTA AIR LINES INC DEL | $2,527,000 | +106.1% | 65,267 | +84.5% | 0.92% | +48.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,501,000 | +105.0% | 19,763 | +102.4% | 0.91% | +47.7% |
| Z | Buy | ZILLOW INCcl a | $2,480,000 | +181.5% | 17,350 | +73.5% | 0.90% | +103.2% |
| ORCL | New | ORACLE CORP | $2,439,000 | – | 60,176 | +100.0% | 0.88% | – |
| ENDP | Buy | ENDO INTL PLC | $2,407,000 | +133.7% | 34,378 | +129.2% | 0.87% | +68.5% |
| VRX | Buy | VALEANT PHARMACEUTICALS INTL | $2,407,000 | +94.7% | 19,086 | +103.6% | 0.87% | +40.4% |
| EBAY | Buy | EBAY INC | $2,394,000 | +27.5% | 47,825 | +40.7% | 0.87% | -8.1% |
| LNKD | Buy | LINKEDIN CORP | $2,251,000 | +87.3% | 13,125 | +101.9% | 0.82% | +35.0% |
| ILMN | New | ILLUMINA INC | $1,250,000 | – | 7,000 | +100.0% | 0.45% | – |
| WDAY | Buy | WORKDAY INCcl a | $1,227,000 | +168.5% | 13,650 | +173.0% | 0.44% | +93.5% |
| TSLA | Buy | TESLA MTRS INC | $1,056,000 | +125.2% | 4,400 | +95.6% | 0.38% | +62.3% |
| DXJ | New | WISDOMTREE TRjapn hedge eqt | $457,000 | – | 9,250 | +100.0% | 0.17% | – |
| YCS | New | PROSHARES TR IIultrashort yen n | $260,000 | – | 4,000 | +100.0% | 0.09% | – |
| NVS | New | NOVARTIS A Gsponsored adr | $54,000 | – | 600 | +100.0% | 0.02% | – |
| CL | New | COLGATE PALMOLIVE CO | $51,000 | – | 750 | +100.0% | 0.02% | – |
| PG | New | PROCTER & GAMBLE CO | $47,000 | – | 600 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-08-14
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 | 2024-05-15 |
| 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 |
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.