$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 33.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ORCL | Sell | ORACLE CORP | $18,491,342 | +15.4% | 155,272 | -9.9% | 8.13% | +0.4% |
| FB | Sell | META PLATFORMS INCcl a | $10,225,384 | +10.1% | 35,631 | -18.7% | 4.49% | -4.2% |
| AMZN | Sell | AMAZON COM INC | $9,682,228 | +21.0% | 74,273 | -4.1% | 4.26% | +5.3% |
| AAPL | Sell | APPLE INC | $9,557,290 | +16.5% | 49,272 | -1.0% | 4.20% | +1.3% |
| MSFT | Sell | MICROSOFT CORP | $9,226,250 | +11.0% | 27,093 | -6.0% | 4.06% | -3.5% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $8,558,386 | +2.8% | 70,748 | -11.6% | 3.76% | -10.6% |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -21,037 | -100.0% | -3.86% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -100,445 | -100.0% | -4.34% | – |
| Exit | OFFERPAD SOLUTIONS INC | $0 | – | -20,692,624 | -100.0% | -5.88% | – |
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.