$309 Million is the total value of Kemnay Advisory Services Inc.'s 40 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was 22.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $29,102,000 | +96.4% | 263,651 | +79.3% | 9.43% | +9.8% |
| FB | Buy | FACEBOOK INCcl a | $28,864,000 | +170.8% | 369,955 | +174.3% | 9.35% | +51.3% |
| BIDU | Buy | BAIDU INCspon adr rep a | $26,563,000 | +270.8% | 116,521 | +255.0% | 8.60% | +107.2% |
| TWC | New | TIME WARNER CABLE INC | $17,640,000 | – | 116,004 | +100.0% | 5.71% | – |
| AIG | Buy | AMERICAN INTL GROUP INC | $17,093,000 | +567.4% | 305,172 | +543.7% | 5.54% | +273.1% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $16,898,000 | +538.9% | 112,543 | +487.9% | 5.47% | +257.1% |
| VRX | Buy | VALEANT PHARMACEUTICALS INTL | $16,520,000 | +440.2% | 115,439 | +395.3% | 5.35% | +201.8% |
| LNG | Buy | CHENIERE ENERGY INC | $16,114,000 | +479.0% | 228,888 | +558.1% | 5.22% | +223.6% |
| B108PS | New | ACTAVIS PLC | $15,879,000 | – | 61,688 | +100.0% | 5.14% | – |
| MSFT | Buy | MICROSOFT CORP | $15,657,000 | +487.3% | 337,068 | +486.2% | 5.07% | +228.3% |
| EVDY | New | EVERYDAY HEALTH INC | $11,035,000 | – | 748,160 | +100.0% | 3.58% | – |
| ADBE | Buy | ADOBE SYS INC | $10,163,000 | +54.8% | 139,790 | +47.3% | 3.29% | -13.5% |
| AMZN | Buy | AMAZON COM INC | $8,198,000 | +42.8% | 26,415 | +48.4% | 2.66% | -20.2% |
| GOOGL | Buy | GOOGLE INCcl a | $5,341,000 | +169.7% | 10,065 | +199.1% | 1.73% | +50.7% |
| YNDX | Buy | YANDEX N V | $4,586,000 | -3.5% | 255,350 | +49.3% | 1.49% | -46.1% |
| LNKD | Buy | LINKEDIN CORP | $4,433,000 | +62.6% | 19,300 | +47.0% | 1.44% | -9.2% |
| EBAY | Buy | EBAY INC | $3,965,000 | +46.4% | 70,655 | +47.7% | 1.28% | -18.2% |
| Z | Buy | ZILLOW INCcl a | $2,665,000 | +32.5% | 25,170 | +45.1% | 0.86% | -26.0% |
| ILMN | Buy | ILLUMINA INC | $1,910,000 | +66.5% | 10,350 | +47.9% | 0.62% | -6.9% |
| WDAY | Buy | WORKDAY INCcl a | $1,644,000 | +46.0% | 20,150 | +47.6% | 0.53% | -18.4% |
| TSLA | Buy | TESLA MTRS INC | $1,442,000 | +35.0% | 6,485 | +47.4% | 0.47% | -24.6% |
| HYH | New | HALYARD HEALTH INC | $3,000 | – | 56 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-17
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.