KA
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Kemnay Advisory Services Inc.13F | |
Kemnay Advisory Services Inc. | |
Last update 2024-08-14 | 25 Stocks (3 new) |
Value $481.00 Mil | Turnover 5 % |
Portfolio Report |
Kemnay Advisory Services Inc. Top Holdings of 2024-06-30
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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 | +41.83% | +54.23% | 8306.580 | REITs | |
COIN | Coinbase Global Inc | 273,431 | 60764.570 | 0% | 12.630 | 0% | 0.110 | +30.93% | +46.18% | 63646.593 | Capital Markets | |
EWJ | iShares MSCI Japan ETF | 869,500 | 59334.680 | 0% | 12.340 | 0% | - | +9.92% | +8.17% | 14445.164 | ||
CHTR | Charter Communications Inc | 55,281 | 16526.810 | -3.09% | 3.440 | -0.10% | 0.040 | +14.36% | +4.98% | 58018.710 | Telecommunication Services | |
NVDA | NVIDIA Corp | 132,050 | 16313.460 | -21.51% | 3.390 | -0.63% | 0.000 | +39.69% | +194.09% | 3571813.300 | Semiconductors | |
QCOM | Qualcomm Inc | 69,664 | 13875.680 | -15.59% | 2.890 | -0.42% | 0.010 | +13.01% | +25.16% | 198793.300 | Semiconductors | |
AAPL | Apple Inc | 65,826 | 13864.270 | -2.98% | 2.880 | -0.07% | 0.000 | +7.59% | +16.11% | 3366293.782 | Hardware | |
MSFT | Microsoft Corp | 29,521 | 13194.410 | -3.14% | 2.740 | -0.08% | 0.000 | +5.34% | +12.35% | 3123988.204 | Software | |
META | Meta Platforms Inc | 25,949 | 13084.010 | -1.97% | 2.720 | -0.05% | 0.000 | +15.89% | +62.10% | 1444108.420 | Interactive Media | |
GOOG | Alphabet Inc | 71,241 | 13067.020 | -18.29% | 2.720 | -0.47% | 0.000 | +11.23% | +26.85% | 2170730.790 | Interactive Media |
Kemnay Advisory Services Inc.'s Historical Top Holdings Breakdowns
Kemnay Advisory Services Inc.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 2024-06-30 | New Buy | +2.55% | 396.73 ($408.62) 420.24 | $468.90 | 14.75% | New holding | 30,096 | 30,096 | |
ORCL | Oracle Corp | 2024-06-30 | Reduce | -2.38% | 113.75 ($124.18) 144.64 | $181.24 | 45.95% | Reduce -66.95% | 48,792 | -98,821 | |
UBER | Uber Technologies Inc | 2024-06-30 | Sold Out | -2.34% | 63.52 ($69.5) 77.16 | $74.36 | 6.99% | Sold Out | 0 | -158,316 | |
TMO | Thermo Fisher Scientific Inc | 2024-06-30 | New Buy | +0.89% | 541.52 ($572.88) 599.02 | $559.68 | -2.30% | New holding | 7,697 | 7,697 | |
AMAT | Applied Materials Inc | 2024-06-30 | Sold Out | -0.64% | 189.46 ($214.68) 247.83 | $187.52 | -12.65% | Sold Out | 0 | -16,026 | |
NVDA | NVIDIA Corp | 2024-06-30 | Reduce | -0.63% | 76.2 ($101.1) 135.58 | $145.61 | 44.03% | Reduce -21.51% | 132,050 | -36,190 | |
DHR | Danaher Corp | 2024-06-30 | New Buy | +0.54% | 235.51 ($252.65) 267.98 | $247.76 | -1.94% | New holding | 10,328 | 10,328 | |
GOOG | Alphabet Inc | 2024-06-30 | Reduce | -0.47% | 151.94 ($170.1) 186.86 | $178.33 | 4.84% | Reduce -18.29% | 71,241 | -15,949 | |
TPX | Tempur Sealy International Inc | 2024-06-30 | Add | +0.45% | 45.98 ($50.62) 55.51 | $49.87 | -1.48% | Add 51.21% | 135,731 | 45,966 | |
QCOM | Qualcomm Inc | 2024-06-30 | Reduce | -0.42% | 157.63 ($188.89) 227.09 | $178.45 | -5.53% | Reduce -15.59% | 69,664 | -12,870 |
Kemnay Advisory Services Inc. Total Holding History ($B)
Kemnay Advisory Services Inc.'s Asset Allocation
Kemnay Advisory Services Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Kemnay Advisory Services Inc.'s Hypothetical Growth since 2024-06-30
Kemnay Advisory Services Inc.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Kemnay Advisory Services Inc.'s Holdings Heat Map
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Kemnay Advisory Services Inc.'s Holdings Bubble Chart
Kemnay Advisory Services Inc. News
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