$676 Million is the total value of Kemnay Advisory Services Inc.'s 83 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 308.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GLD | New | SPDR GOLD TR | $65,107,000 | – | 389,000 | +100.0% | 9.63% | – |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $41,359,000 | +11.9% | 191,743 | +0.9% | 6.12% | -41.0% |
| MELI | New | MERCADOLIBRE INC | $39,958,000 | – | 40,535 | +100.0% | 5.91% | – |
| GWRE | New | GUIDEWIRE SOFTWARE INC | $30,445,000 | – | 274,653 | +100.0% | 4.50% | – |
| FB | Buy | FACEBOOK INCcl a | $25,762,000 | +37.2% | 113,452 | +0.8% | 3.81% | -27.7% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $24,747,000 | +31.6% | 17,506 | +8.3% | 3.66% | -30.6% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $24,722,000 | +20.1% | 138,493 | +23.0% | 3.66% | -36.7% |
| V | New | VISA INC | $24,416,000 | – | 126,398 | +100.0% | 3.61% | – |
| NFLX | Buy | NETFLIX INC | $23,769,000 | +1222.0% | 52,235 | +990.7% | 3.52% | +597.6% |
| ADBE | Buy | ADOBE INC | $23,467,000 | +39.5% | 53,908 | +2.0% | 3.47% | -26.4% |
| CRM | Buy | SALESFORCE COM INC | $19,310,000 | +36.5% | 103,078 | +4.9% | 2.86% | -28.0% |
| NYT | New | NEW YORK TIMES COcl a | $17,725,000 | – | 421,718 | +100.0% | 2.62% | – |
| NOW | Buy | SERVICENOW INC | $12,579,000 | +41.8% | 31,055 | +0.3% | 1.86% | -25.2% |
| UN | Buy | UNILEVER N V | $12,423,000 | +20955.9% | 233,200 | +19333.3% | 1.84% | +10711.8% |
| AXP | New | AMERICAN EXPRESS CO | $11,938,000 | – | 125,400 | +100.0% | 1.77% | – |
| BAC | New | BANK OF AMERICA ORD (NYQ) | $11,704,000 | – | 492,800 | +100.0% | 1.73% | – |
| JPM | New | JPMORGAN CHASE ORD (NYQ) | $11,522,000 | – | 122,500 | +100.0% | 1.70% | – |
| RTX | New | RAYTHEON TECHNOLOGIES CORP | $11,363,000 | – | 184,400 | +100.0% | 1.68% | – |
| INTC | New | INTEL CORP | $11,323,000 | – | 189,250 | +100.0% | 1.68% | – |
| PYPL | Buy | PAYPAL HLDGS INC | $3,270,000 | +2474.8% | 18,768 | +1316.5% | 0.48% | +1244.4% |
| CCK | Buy | CROWN HLDGS INC | $2,679,000 | +98.0% | 41,138 | +76.4% | 0.40% | +4.2% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $2,523,000 | +12.3% | 18,819 | +1.9% | 0.37% | -40.8% |
| LBRDK | New | LIBERTY BROADBAND CORP | $2,486,000 | – | 20,055 | +100.0% | 0.37% | – |
| FISV | New | FISERV INC | $2,387,000 | – | 24,455 | +100.0% | 0.35% | – |
| NET | New | CLOUDFLARE INC | $2,023,000 | – | 54,678 | +100.0% | 0.30% | – |
| ATUS | New | ALTICE USA INCcl a | $1,886,000 | – | 83,684 | +100.0% | 0.28% | – |
| TSCO | New | TRACTOR SUPPLY CO | $657,000 | – | 4,983 | +100.0% | 0.10% | – |
| SNPS | New | SYNOPSYS INC | $646,000 | – | 3,311 | +100.0% | 0.10% | – |
| HZNP | New | HORIZON THERAPEUTICS PUB LTD | $643,000 | – | 11,561 | +100.0% | 0.10% | – |
| AYX | New | ALTERYX INC | $639,000 | – | 3,891 | +100.0% | 0.10% | – |
| LIN | New | LINDE PLC | $599,000 | – | 2,824 | +100.0% | 0.09% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $593,000 | – | 2,295 | +100.0% | 0.09% | – |
| CP | New | CANADIAN PAC RY LTD | $597,000 | – | 2,337 | +100.0% | 0.09% | – |
| DHR | New | DANAHER CORPORATION | $589,000 | – | 3,332 | +100.0% | 0.09% | – |
| HOLX | New | HOLOGIC INC | $582,000 | – | 10,203 | +100.0% | 0.09% | – |
| FLT | New | FLEETCOR TECHNOLOGIES INC | $575,000 | – | 2,286 | +100.0% | 0.08% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $573,000 | – | 1,477 | +100.0% | 0.08% | – |
| PGR | New | PROGRESSIVE CORP OHIO | $560,000 | – | 6,987 | +100.0% | 0.08% | – |
| ASND | New | ASCENDIS PHARMA A Ssponsored adr | $556,000 | – | 3,756 | +100.0% | 0.08% | – |
| PPL | New | PPL CORP | $541,000 | – | 20,924 | +100.0% | 0.08% | – |
| UTHR | New | UNITED THERAPEUTICS CORP DEL | $537,000 | – | 4,441 | +100.0% | 0.08% | – |
| CPRT | New | COPART INC | $532,000 | – | 6,384 | +100.0% | 0.08% | – |
| FWONK | New | LIBERTY MEDIA CORP DEL | $515,000 | – | 16,249 | +100.0% | 0.08% | – |
| JKHY | New | HENRY JACK & ASSOC INC | $517,000 | – | 2,812 | +100.0% | 0.08% | – |
| VRSN | New | VERISIGN INC | $507,000 | – | 2,450 | +100.0% | 0.08% | – |
| SHOP | New | SHOPIFY INCcl a | $499,000 | – | 526 | +100.0% | 0.07% | – |
| IOVA | New | IOVANCE BIOTHERAPEUTICS INC | $403,000 | – | 14,685 | +100.0% | 0.06% | – |
| SSNC | New | SS&C TECHNOLOGIES HLDGS INC | $393,000 | – | 6,958 | +100.0% | 0.06% | – |
| ABBV | New | ABBVIE INC | $32,000 | – | 329 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
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 | 2024-02-14 |
| 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 |
| 13F-HR | 2022-02-14 |
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.