$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AVLR | Exit | AVALARA INC | $0 | – | -717 | -100.0% | -0.01% | – |
| CMCSA | Exit | COMCAST CORP NEWcl a | $0 | – | -18,956 | -100.0% | -0.21% | – |
| FE | Exit | FIRSTENERGY CORP | $0 | – | -18,134 | -100.0% | -0.22% | – |
| LBRDK | Exit | LIBERTY BROADBAND CORP | $0 | – | -7,165 | -100.0% | -0.22% | – |
| LKQ | Exit | LKQ CORP | $0 | – | -32,778 | -100.0% | -0.29% | – |
| WCN | Exit | WASTE CONNECTIONS INC | $0 | – | -13,079 | -100.0% | -0.30% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -10,234 | -100.0% | -0.30% | – |
| MAR | Exit | MARRIOTT INTL INC NEWcl a | $0 | – | -8,594 | -100.0% | -0.32% | – |
| TCF | Exit | TCF FINANCIAL CORPORATION NE | $0 | – | -27,870 | -100.0% | -0.32% | – |
| SPR | Exit | SPIRIT AEROSYSTEMS HLDGS INC | $0 | – | -19,233 | -100.0% | -0.35% | – |
| ZBH | Exit | ZIMMER BIOMET HLDGS INC | $0 | – | -13,738 | -100.0% | -0.51% | – |
| GNTX | Exit | GENTEX CORP | $0 | – | -70,972 | -100.0% | -0.51% | – |
| NVR | Exit | NVR INC | $0 | – | -559 | -100.0% | -0.53% | – |
| PH | Exit | PARKER HANNIFIN CORP | $0 | – | -10,384 | -100.0% | -0.53% | – |
| ATH | Exit | ATHENE HLDG LTDcl a | $0 | – | -45,764 | -100.0% | -0.54% | – |
| CPRT | Exit | COPART INC | $0 | – | -23,778 | -100.0% | -0.54% | – |
| KMX | Exit | CARMAX INC | $0 | – | -29,623 | -100.0% | -0.64% | – |
| V | Exit | VISA INC | $0 | – | -108,347 | -100.0% | -5.06% | – |
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.