Kemnay Advisory Services Inc. - Q1 2023 holdings

$198 Million is the total value of Kemnay Advisory Services Inc.'s 23 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 59.1% .

 Value Shares↓ Weighting
CHTR BuyCHARTER COMMUNICATIONS INC Ncl a$19,186,134
+262.8%
53,651
+244.0%
9.70%
+264.5%
COIN  COINBASE GLOBAL INC$18,475,733
+90.9%
273,4310.0%9.34%
+91.9%
QCOM BuyQUALCOMM INC$16,311,358
+121.5%
127,852
+90.9%
8.24%
+122.6%
ORCL BuyORACLE CORP$16,022,010
+154.5%
172,428
+123.9%
8.10%
+155.8%
BuyOFFERPAD SOLUTIONS INC$11,644,286
+791.7%
20,692,624
+629.7%
5.88%
+795.7%
CPT NewCAMDEN PPTY TRsh ben int$11,147,637106,330
+100.0%
5.63%
FB SellMETA PLATFORMS INCcl a$9,284,456
-38.9%
43,807
-65.3%
4.69%
-38.6%
ATVI NewACTIVISION BLIZZARD INC$8,597,088100,445
+100.0%
4.34%
GOOG SellALPHABET INCcap stk cl c$8,324,368
-37.7%
80,042
-46.8%
4.21%
-37.4%
MSFT SellMICROSOFT CORP$8,309,094
-61.5%
28,821
-68.0%
4.20%
-61.3%
AAPL SellAPPLE INC$8,206,249
-35.7%
49,765
-49.3%
4.15%
-35.4%
MELI SellMERCADOLIBRE INC$8,158,791
+53.5%
6,190
-1.4%
4.12%
+54.3%
AMZN SellAMAZON COM INC$7,999,294
-53.9%
77,445
-62.5%
4.04%
-53.7%
BABA NewALIBABA GROUP HLDG LTDsponsored ads$7,682,09775,182
+100.0%
3.88%
MA SellMASTERCARD INCORPORATEDcl a$7,645,056
-49.1%
21,037
-51.3%
3.86%
-48.8%
V SellVISA INC$7,634,977
-48.0%
33,864
-52.1%
3.86%
-47.7%
UBER SellUBER TECHNOLOGIES INC$6,918,240
-41.4%
218,241
-54.3%
3.50%
-41.1%
HIW NewHIGHWOODS PPTYS INC$6,458,624278,509
+100.0%
3.26%
PSA NewPUBLIC STORAGE$3,111,43810,298
+100.0%
1.57%
 VACASA INC$2,434,221
-23.6%
2,529,8490.0%1.23%
-23.3%
AMAT SellAPPLIED MATLS INC$2,390,517
+25.8%
19,462
-0.3%
1.21%
+26.4%
CUZ NewCOUSINS PPTYS INC$1,911,58689,410
+100.0%
0.97%
YNDX  YANDEX N V$095,4880.0%0.00%
MU ExitMICRON TECHNOLOGY INC$0-12,105
-100.0%
-0.30%
NXPI ExitNXP SEMICONDUCTORS N V$0-11,209
-100.0%
-0.89%
CRM ExitSALESFORCE INC$0-16,619
-100.0%
-1.11%
NOK ExitNOKIA CORPsponsored adr$0-645,652
-100.0%
-1.51%
TMUS ExitT-MOBILE US INC$0-102,477
-100.0%
-7.22%
BRKB ExitBERKSHIRE HATHAWAY INC DELcl b new$0-47,940
-100.0%
-7.45%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-05-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
APPLE INC41Q3 202312.2%
AMAZON COM INC39Q3 202313.5%
META PLATFORMS INC39Q3 202313.4%
YANDEX N V39Q3 20234.0%
MICROSOFT CORP38Q3 202311.6%
BERKSHIRE HATHAWAY INC DEL37Q3 202311.0%
JOHNSON & JOHNSON34Q3 202112.3%
COCA COLA CO34Q3 202112.7%
KIMBERLY-CLARK CORP34Q3 20218.7%
PFIZER INC34Q3 20218.8%

View Kemnay Advisory Services Inc.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
SC 13G2023-05-22
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14

View Kemnay Advisory Services Inc.'s complete filings history.

Compare quarters

Export Kemnay Advisory Services Inc.'s holdings