KA

Kemnay Advisory Services Inc.

13F
Kemnay Advisory Services Inc.
Last update 2024-08-14 25 Stocks (3 new)
Value $481.00 Mil Turnover 5 %
Countries:
Top Holdings: VNO(31.89%)COIN(12.63%)EWJ(12.34%)CHTR(3.44%)NVDA(3.39%)
Portfolio Report
Summary Stock Picks Current Portfolio
Kemnay Advisory Services Inc. Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VNO 		Vornado Realty Trust
5,834,481
153388.510
0%
31.890
0%
3.060
+45.18%
+61.98%
8724.101
REITs
COIN 		Coinbase Global Inc
273,431
60764.570
0%
12.630
0%
0.110
+40.78%
+55.67%
67779.879
Capital Markets
EWJ 		iShares MSCI Japan ETF
869,500
59334.680
0%
12.340
0%
-
+5.95%
+8.25%
14455.574
 
CHTR 		Charter Communications Inc
55,281
16526.810
-3.09%
3.440
-0.10%
0.040
+8.18%
+1.29%
55983.889
Telecommunication Services
NVDA 		NVIDIA Corp
132,050
16313.460
-21.51%
3.390
-0.63%
0.000
+40.65%
+198.17%
3621363.900
Semiconductors
QCOM 		Qualcomm Inc
69,664
13875.680
-15.59%
2.890
-0.42%
0.010
+4.11%
+19.83%
189814.350
Semiconductors
AAPL 		Apple Inc
65,826
13864.270
-2.98%
2.880
-0.07%
0.000
+6.64%
+18.46%
3430687.188
Hardware
MSFT 		Microsoft Corp
29,521
13194.410
-3.14%
2.740
-0.08%
0.000
+5.12%
+12.98%
3141534.523
Software
META 		Meta Platforms Inc
25,949
13084.010
-1.97%
2.720
-0.05%
0.000
+15.78%
+67.05%
1488185.990
Interactive Media
GOOG 		Alphabet Inc
71,241
13067.020
-18.29%
2.720
-0.47%
0.000
+9.92%
+27.94%
2191538.690
Interactive Media

Kemnay Advisory Services Inc.'s Historical Top Holdings Breakdowns

Kemnay Advisory Services Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BRK.B 		Berkshire Hathaway Inc2024-06-30New Buy
+2.55%
●
396.73 ($408.62) 420.24
$463.41
13.41%
New holding
30,096
30,096
ORCL 		Oracle Corp2024-06-30Reduce
-2.38%
●
113.75 ($124.18) 144.64
$189.25
52.40%
Reduce -66.95%
48,792
-98,821
UBER 		Uber Technologies Inc2024-06-30Sold Out
-2.34%
●
63.52 ($69.5) 77.16
$72.04
3.65%
Sold Out
0
-158,316
TMO 		Thermo Fisher Scientific Inc2024-06-30New Buy
+0.89%
●
541.52 ($572.88) 599.02
$551.74
-3.69%
New holding
7,697
7,697
AMAT 		Applied Materials Inc2024-06-30Sold Out
-0.64%
●
189.46 ($214.68) 247.83
$192.03
-10.55%
Sold Out
0
-16,026
NVDA 		NVIDIA Corp2024-06-30Reduce
-0.63%
●
76.2 ($101.1) 135.58
$147.63
46.02%
Reduce -21.51%
132,050
-36,190
DHR 		Danaher Corp2024-06-30New Buy
+0.54%
●
235.51 ($252.65) 267.98
$245.39
-2.87%
New holding
10,328
10,328
GOOG 		Alphabet Inc2024-06-30Reduce
-0.47%
●
151.94 ($170.1) 186.86
$179.86
5.74%
Reduce -18.29%
71,241
-15,949
TPX 		Tempur Sealy International Inc2024-06-30Add
+0.45%
●
45.98 ($50.62) 55.51
$54.42
7.51%
Add 51.21%
135,731
45,966
QCOM 		Qualcomm Inc2024-06-30Reduce
-0.42%
●
157.63 ($188.89) 227.09
$170.85
-9.55%
Reduce -15.59%
69,664
-12,870

Kemnay Advisory Services Inc. Total Holding History ($B)

To

Kemnay Advisory Services Inc.'s Asset Allocation

To

Kemnay Advisory Services Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Kemnay Advisory Services Inc.'s Hypothetical Growth since 2024-06-30

Kemnay Advisory Services Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Kemnay Advisory Services Inc.'s Holdings Heat Map

Size field:

Kemnay Advisory Services Inc.'s Holdings Bubble Chart

Kemnay Advisory Services Inc. News

  • 1

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