$228 Million is the total value of Kemnay Advisory Services Inc.'s 24 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | OFFERPAD SOLUTIONS INC | $17,878,398 | – | 1,379,506 | +100.0% | 7.86% | – | |
| NVDA | New | NVIDIA CORPORATION | $12,113,601 | – | 28,636 | +100.0% | 5.32% | – |
| CRM | New | SALESFORCE INC | $8,786,726 | – | 41,592 | +100.0% | 3.86% | – |
| DLR | New | DIGITAL RLTY TR INC | $1,097,707 | – | 9,640 | +100.0% | 0.48% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 44 | Q2 2024 | 12.2% |
| AMAZON COM INC | 42 | Q2 2024 | 13.5% |
| META PLATFORMS INC | 42 | Q2 2024 | 13.4% |
| YANDEX N V | 42 | Q2 2024 | 4.0% |
| MICROSOFT CORP | 41 | Q2 2024 | 11.6% |
| BERKSHIRE HATHAWAY INC DEL | 39 | Q2 2024 | 11.0% |
| ALPHABET INC | 35 | Q2 2024 | 7.3% |
| JOHNSON & JOHNSON | 34 | Q3 2021 | 12.3% |
| COCA COLA CO | 34 | Q3 2021 | 12.7% |
| KIMBERLY-CLARK CORP | 34 | Q3 2021 | 8.7% |
View Kemnay Advisory Services Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 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 |
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.