$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 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CHTR | CHARTER COMMUNICATIONS INC Ncl a | $19,709,768 | +2.7% | 53,651 | 0.0% | 8.66% | -10.7% | |
| COIN | COINBASE GLOBAL INC | $19,563,988 | +5.9% | 273,431 | 0.0% | 8.60% | -7.9% | |
| MELI | MERCADOLIBRE INC | $7,332,674 | -10.1% | 6,190 | 0.0% | 3.22% | -21.8% | |
| PSA | PUBLIC STORAGE | $3,005,780 | -3.4% | 10,298 | 0.0% | 1.32% | -16.0% | |
| AMAT | APPLIED MATLS INC | $2,813,037 | +17.7% | 19,462 | 0.0% | 1.24% | +2.3% | |
| VACASA INC | $1,716,503 | -29.5% | 2,529,849 | 0.0% | 0.75% | -38.7% | ||
| YNDX | YANDEX N V | $0 | – | 95,488 | 0.0% | 0.00% | – |
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.