$712 Million is the total value of Kemnay Advisory Services Inc.'s 34 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GWRE | GUIDEWIRE SOFTWARE INC | $20,285,000 | -4.5% | 178,678 | 0.0% | 2.85% | +2.2% | |
| MU | MICRON TECHNOLOGY INC | $12,320,000 | +31.2% | 132,260 | 0.0% | 1.73% | +40.4% | |
| YNDX | YANDEX N V | $5,777,000 | -24.1% | 95,488 | 0.0% | 0.81% | -18.8% | |
| QRVO | QORVO INC | $5,627,000 | -6.5% | 35,981 | 0.0% | 0.79% | 0.0% | |
| AY | ATLANTICA SUSTAINABLE INFR P | $3,249,000 | +3.6% | 90,854 | 0.0% | 0.46% | +10.7% | |
| GOLD | BARRICK GOLD CORP | $3,173,000 | +5.3% | 167,000 | 0.0% | 0.45% | +12.6% | |
| BEPC | BROOKFIELD RENEWABLE CORPcl a sub vtg | $2,149,000 | -5.1% | 58,356 | 0.0% | 0.30% | +1.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-14
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.