$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TWTR | New | TWITTER INC | $13,293,000 | – | 324,446 | +100.0% | 4.82% | – |
| GOOG | New | GOOGLE INCcl c | $6,524,000 | – | 11,340 | +100.0% | 2.37% | – |
| 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% | – |
| VC | New | VISTEON CORP | $2,662,000 | – | 27,436 | +100.0% | 0.97% | – |
| 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% | – |
| ORCL | New | ORACLE CORP | $2,439,000 | – | 60,176 | +100.0% | 0.88% | – |
| ILMN | New | ILLUMINA INC | $1,250,000 | – | 7,000 | +100.0% | 0.45% | – |
| 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 | 44 | Q2 2024 | 12.2% |
| AMAZON COM INC | 42 | Q2 2024 | 13.5% |
| META PLATFORMS INC | 42 | Q2 2024 | 13.4% |
| YANDEX N V | 42 | Q2 2024 | 4.0% |
| MICROSOFT CORP | 41 | Q2 2024 | 11.6% |
| BERKSHIRE HATHAWAY INC DEL | 39 | Q2 2024 | 11.0% |
| ALPHABET INC | 35 | Q2 2024 | 7.3% |
| JOHNSON & JOHNSON | 34 | Q3 2021 | 12.3% |
| COCA COLA CO | 34 | Q3 2021 | 12.7% |
| KIMBERLY-CLARK CORP | 34 | Q3 2021 | 8.7% |
View Kemnay Advisory Services Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 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 |
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.