$173 Million is the total value of Kemnay Advisory Services Inc.'s 49 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VRX | Buy | VALEANT PHARMACEUTICALS INTL | $3,058,000 | +27.0% | 23,306 | +22.1% | 1.77% | +103.1% |
| YPF | New | YPF SOCIEDAD ANONIMAspon adr cl d | $2,860,000 | – | 77,325 | +100.0% | 1.66% | – |
| MU | New | MICRON TECHNOLOGY INC | $2,768,000 | – | 80,808 | +100.0% | 1.60% | – |
| WFC | Buy | WELLS FARGO & CO NEW | $2,647,000 | -0.1% | 51,036 | +1.2% | 1.53% | +59.6% |
| AIG | Buy | AMERICAN INTL GROUP INC | $2,561,000 | +0.8% | 47,411 | +1.9% | 1.48% | +61.1% |
| NRF | New | NORTHSTAR RLTY FIN CORP | $2,501,000 | – | 141,557 | +100.0% | 1.45% | – |
| ALLY | New | ALLY FINL INC | $2,446,000 | – | 105,705 | +100.0% | 1.42% | – |
| GM | Buy | GENERAL MTRS CO | $2,399,000 | -11.6% | 75,100 | +0.4% | 1.39% | +41.2% |
| HRB | New | BLOCK H & R INC | $2,396,000 | – | 77,255 | +100.0% | 1.39% | – |
| DAL | Buy | DELTA AIR LINES INC DEL | $2,373,000 | -6.1% | 65,636 | +0.6% | 1.38% | +50.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-11-14
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 | 2024-05-15 |
| 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.