$356 Million is the total value of Kemnay Advisory Services Inc.'s 64 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NFLX | New | NETFLIX INC | $1,798,000 | – | 4,789 | +100.0% | 0.50% | – |
| CCK | New | CROWN HLDGS INC | $1,353,000 | – | 23,317 | +100.0% | 0.38% | – |
| ALNY | New | ALNYLAM PHARMACEUTICALS INC | $1,345,000 | – | 12,356 | +100.0% | 0.38% | – |
| UBER | New | UBER TECHNOLOGIES INC | $1,305,000 | – | 46,758 | +100.0% | 0.37% | – |
| BLK | New | BLACKROCK INC | $1,223,000 | – | 2,779 | +100.0% | 0.34% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $1,218,000 | – | 12,841 | +100.0% | 0.34% | – |
| MTB | New | M & T BK CORP | $975,000 | – | 9,427 | +100.0% | 0.27% | – |
| LPLA | New | LPL FINL HLDGS INC | $905,000 | – | 16,634 | +100.0% | 0.25% | – |
| HES | New | HESS CORP | $871,000 | – | 26,142 | +100.0% | 0.24% | – |
| DUK | New | DUKE ENERGY CORP NEW | $812,000 | – | 10,045 | +100.0% | 0.23% | – |
| ADSK | New | AUTODESK INC | $770,000 | – | 4,932 | +100.0% | 0.22% | – |
| EXC | New | EXELON CORP | $749,000 | – | 20,337 | +100.0% | 0.21% | – |
| MYL | New | MYLAN NV | $723,000 | – | 48,510 | +100.0% | 0.20% | – |
| HDS | New | HD SUPPLY HLDGS INC | $697,000 | – | 24,516 | +100.0% | 0.20% | – |
| OMF | New | ONEMAIN HLDGS INC | $635,000 | – | 33,228 | +100.0% | 0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-15
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.