Kemnay Advisory Services Inc.

13F filer · CIK 0001555283

Reported Aug 14, 2026

Net buyer this quarter

13F portfolio value$791MU.S. long equity reported on 13F

Positions1,165194 new · 216 closed

Net flow last quarter+$73MBuys minus sells

Top 10 positions weight64.4%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 14, 20261,165 positions
VNOVornado Realty Trust	$229M	28.97%	3.12%	Not reported	Q3 2023
TSMTaiwan Semiconductor Manufacturing Co Ltd	$51.6M	6.52%	0.00%	+1.9%	Q3 2020
COINCoinbase Global, Inc.	$43.1M	5.45%	0.11%	0.0%	Q2 2021
VVisa Inc.	$27.9M	3.52%	0.00%	+42.7%	Q4 2016
BRK.BBerkshire Hathaway Inc	$27.9M	3.52%	Not reported	+51.1%	Q1 2014
MAMastercard Inc	$27.5M	3.48%	0.00%	+20421.5%	Q1 2014
AAPLApple Inc.	$27.4M	3.46%	0.00%	+30.5%	Q3 2013
NVDANvidia Corp	$25.6M	3.23%	0.00%	+24.4%	Q2 2023
METAMeta Platforms, Inc.	$25M	3.16%	Not reported	+53.7%	Q1 2014
AMZNAmazon Com Inc	$24.7M	3.12%	0.00%	+14.1%	Q1 2014
MSFTMicrosoft Corp	$24.6M	3.11%	0.00%	+39.3%	Q2 2014
GOOGAlphabet Inc.	$24.2M	3.05%	Not reported	+12.6%	Q4 2015
TMOThermo Fisher Scientific Inc.	$19M	2.40%	0.01%	+1.0%	Q2 2024
MELIMercadolibre Inc	$14.4M	1.81%	0.02%	+29.7%	Q3 2019
FISFidelity National Information Services, Inc.	$11.2M	1.41%	0.06%	+21.9%	Q4 2019
DHRDanaher Corp	$10.4M	1.31%	0.01%	+19.4%	Q2 2020
GWREGuidewire Software, Inc.	$8.2M	1.04%	0.08%	+41055.6%	Q2 2020
SGISomnigroup International Inc.	$6.78M	0.86%	0.04%	+1.2%	Q3 2023
ASAmer Sports, Inc.	$3.6M	0.46%	0.02%	+14850.4%	Q4 2025
OPADOfferpad Solutions Inc.	$967K	0.12%	4.14%	+41.9%	Q1 2022
GOOGLAlphabet Inc.	$698K	0.09%	0.00%	+11.8%	Q4 2015
AVGOBroadcom Inc.	$596K	0.08%	0.00%	+12.4%	Q4 2025
TSLATesla, Inc.	$475K	0.06%	0.00%	+12.0%	Q1 2014
MUMicron Technology Inc	$440K	0.06%	0.00%	-1.6%	Q3 2014
LLYELI LILLY & Co	$363K	0.05%	0.00%	+3.8%	Q4 2025
AMDAdvanced Micro Devices Inc	$319K	0.04%	0.00%	-6.6%	Q4 2025
JPMJPMorgan Chase & Co	$294K	0.04%	0.00%	+5.4%	Q2 2017
FIGFigma, Inc.	$240K	0.03%	Not reported	Not reported	Q4 2025
INDVIndivior Pharmaceuticals, Inc.	$239K	0.03%	0.00%	+496.6%	Q4 2025
BTSGBrightSpring Health Services, Inc.	$237K	0.03%	0.00%	+286.5%	Q4 2025
PLXSPlexus Corp	$230K	0.03%	0.00%	+4.1%	Q4 2025
LRCXLam Research Corp	$222K	0.03%	0.00%	+4.7%	Q4 2025
TJXTJX Companies Inc	$221K	0.03%	0.00%	+2.3%	Q4 2025
WDCWestern Digital Corp	$218K	0.03%	0.00%	+86.9%	Q4 2025
BCPCBalchem Corp	$213K	0.03%	0.00%	+54.9%	Q4 2025
APHAmphenol Corp	$212K	0.03%	0.00%	+115.2%	Q4 2025
VZVerizon Communications Inc	$209K	0.03%	0.00%	+218.9%	Q1 2014
AMATApplied Materials Inc	$201K	0.03%	0.00%	+0.7%	Q2 2022
XOMExxonMobil Holdings Corp	$201K	0.03%	0.00%	+6.1%	Q4 2025
INTCIntel Corp	$194K	0.02%	0.00%	-10.9%	Q3 2018
PRVAPrivia Health Group, Inc.	$187K	0.02%	0.01%	+6.8%	Q4 2025
AGYSAgilysys Inc	$186K	0.02%	0.01%	+1343.9%	Q4 2025
DBDDIEBOLD NIXDORF, Inc	$184K	0.02%	0.01%	+19.7%	Q4 2025
ICHRIchor Holdings, Ltd.	$184K	0.02%	0.00%	+539.5%	Q1 2026
FSSFederal Signal Corp	$184K	0.02%	0.00%	+182.4%	Q4 2025
WMTWalmart Inc.	$183K	0.02%	0.00%	+6.2%	Q2 2017
ABBVAbbVie Inc.	$181K	0.02%	0.00%	+6.5%	Q2 2020
NSSCNapco Security Technologies, Inc	$180K	0.02%	0.01%	+101.7%	Q4 2025
CVSCVS HEALTH Corp	$178K	0.02%	0.00%	-26.0%	Q4 2018
ADPTAdaptive Biotechnologies Corp	$178K	0.02%	0.01%	+575.4%	Q4 2025

Q1 2026Reported May 15, 20261,185 positions
VNOVornado Realty Trust	$152M	24.37%	3.10%	Not reported	Q3 2023
COINCoinbase Global, Inc.	$51.5M	8.28%	0.11%	0.0%	Q2 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$35.9M	5.76%	0.00%	-17.1%	Q3 2020
AMZNAmazon Com Inc	$18.9M	3.04%	0.00%	+13.8%	Q1 2014
TMOThermo Fisher Scientific Inc.	$18.5M	2.97%	0.01%	-6.4%	Q2 2024
AAPLApple Inc.	$18.4M	2.96%	0.00%	+2.0%	Q3 2013
NVDANvidia Corp	$17.9M	2.88%	0.00%	0.0%	Q2 2023
BRK.BBerkshire Hathaway Inc	$17.7M	2.84%	Not reported	+2.3%	Q1 2014
MSFTMicrosoft Corp	$17.5M	2.82%	0.00%	+26.7%	Q2 2014
GOOGAlphabet Inc.	$17.4M	2.80%	Not reported	-4.2%	Q4 2015
VVisa Inc.	$17.2M	2.77%	0.00%	+3.3%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$17.1M	2.75%	Not reported	-1.5%	Q4 2025
METAMeta Platforms, Inc.	$16.5M	2.66%	Not reported	-4.4%	Q1 2014
MELIMercadolibre Inc	$11.3M	1.81%	0.01%	+16.1%	Q3 2019
FISFidelity National Information Services, Inc.	$11M	1.77%	0.05%	+36922.0%	Q4 2019
INTUIntuit Inc.	$9.06M	1.46%	0.01%	+18.1%	Q3 2025
DHRDanaher Corp	$8.64M	1.39%	0.01%	0.0%	Q2 2020
SGISomnigroup International Inc.	$6.31M	1.01%	0.04%	Not reported	Q3 2023
OPADOfferpad Solutions Inc.	$904K	0.15%	2.92%	Not reported	Q1 2022
GOOGLAlphabet Inc.	$503K	0.08%	0.00%	+1.0%	Q4 2015
AVGOBroadcom Inc.	$435K	0.07%	0.00%	+1.3%	Q4 2025
TSLATesla, Inc.	$375K	0.06%	0.00%	+15.9%	Q1 2014
FIGFigma, Inc.	$281K	0.05%	Not reported	Not reported	Q4 2025
LLYELI LILLY & Co	$269K	0.04%	0.00%	+7.4%	Q4 2025
JPMJPMorgan Chase & Co	$250K	0.04%	0.00%	-19.8%	Q2 2017
XOMExxonMobil Holdings Corp	$235K	0.04%	0.00%	-17.4%	Q4 2025
TJXTJX Companies Inc	$228K	0.04%	0.00%	+83.1%	Q4 2025
WMTWalmart Inc.	$190K	0.03%	0.00%	-11.5%	Q2 2017
JCIJohnson Controls International plc	$175K	0.03%	0.00%	+241.9%	Q4 2025
CVSCVS HEALTH Corp	$167K	0.03%	0.00%	+365.5%	Q4 2018
FNFabrinet	$165K	0.03%	0.00%	+243.5%	Q4 2025
CLHClean Harbors Inc	$159K	0.03%	0.00%	New	Q1 2026
FORMFormfactor Inc	$158K	0.03%	0.00%	-60.2%	Q4 2025
GVAGranite Construction Inc	$157K	0.03%	0.00%	+1092.7%	Q4 2025
CUBICustomers Bancorp, Inc.	$155K	0.02%	0.01%	+55.4%	Q4 2025
NTRANatera, Inc.	$150K	0.02%	0.00%	+339.8%	Q4 2025
HAYWHayward Holdings, Inc.	$150K	0.02%	0.01%	+75.5%	Q4 2025
TCBITexas Capital Bancshares Inc	$150K	0.02%	0.00%	+1391.5%	Q4 2025
PLXSPlexus Corp	$149K	0.02%	0.00%	+23.1%	Q4 2025
PCTYPaylocity Holding Corp	$147K	0.02%	0.00%	+81.8%	Q4 2025
ABBVAbbVie Inc.	$147K	0.02%	0.00%	-3.8%	Q2 2020
COSTCostco Wholesale Corp	$146K	0.02%	0.00%	-37.7%	Q4 2025
VRTVertiv Holdings Co	$145K	0.02%	0.00%	+286.0%	Q4 2025
DKSDick'S Sporting Goods, Inc.	$143K	0.02%	0.00%	Not reported	Q3 2021
SFStifel Financial Corp	$142K	0.02%	0.00%	+26.1%	Q4 2025
MANManpowerGroup Inc.	$142K	0.02%	0.01%	Not reported	Q2 2017
WWDWoodward, Inc.	$140K	0.02%	0.00%	New	Q1 2026
PRVAPrivia Health Group, Inc.	$140K	0.02%	0.01%	+13.4%	Q4 2025
XPOXPO, Inc.	$140K	0.02%	0.00%	-14.9%	Q2 2018
BCPCBalchem Corp	$138K	0.02%	0.00%	-6.0%	Q4 2025

Q4 2025Reported Feb 17, 2026859 positions
VNOVornado Realty Trust	$194M	29.28%	3.06%	Not reported	Q3 2023
COINCoinbase Global, Inc.	$66.8M	10.07%	0.11%	+43.8%	Q2 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$38.9M	5.86%	0.00%	-14.6%	Q3 2020
TMOThermo Fisher Scientific Inc.	$23.3M	3.51%	0.01%	+0.6%	Q2 2024
METAMeta Platforms, Inc.	$20M	3.01%	Not reported	+40.3%	Q1 2014
GOOGAlphabet Inc.	$19.9M	3.00%	Not reported	-23.0%	Q4 2015
VVisa Inc.	$19.3M	2.92%	0.00%	+11.3%	Q4 2016
AAPLApple Inc.	$19.3M	2.92%	0.00%	-3.7%	Q3 2013
NVDANvidia Corp	$19.2M	2.89%	0.00%	+11.1%	Q2 2023
AMZNAmazon Com Inc	$18.4M	2.78%	0.00%	+7.9%	Q1 2014
SPYSPDR S&P 500 ETF Trust	$18.2M	2.75%	Not reported	New	Q4 2025
BRK.BBerkshire Hathaway Inc	$18.1M	2.73%	Not reported	+1.1%	Q1 2014
MSFTMicrosoft Corp	$18.1M	2.73%	0.00%	+15.2%	Q2 2014
CSXCSX Corp	$12.6M	1.90%	0.02%	+2.1%	Q4 2018
INTUIntuit Inc.	$11.8M	1.77%	0.01%	+5.6%	Q3 2025
MELIMercadolibre Inc	$11.3M	1.71%	0.01%	+32.7%	Q3 2019
DHRDanaher Corp	$10.4M	1.57%	0.01%	-7.4%	Q2 2020
SGISomnigroup International Inc.	$7.62M	1.15%	0.04%	-4.6%	Q3 2023
OPADOfferpad Solutions Inc.	$1.67M	0.25%	3.74%	Not reported	Q1 2022
GOOGLAlphabet Inc.	$541K	0.08%	0.00%	Not reported	Q4 2015
FIGFigma, Inc.	$496K	0.07%	Not reported	New	Q4 2025
AVGOBroadcom Inc.	$480K	0.07%	0.00%	New	Q4 2025
TSLATesla, Inc.	$391K	0.06%	0.00%	Not reported	Q1 2014
JPMJPMorgan Chase & Co	$342K	0.05%	0.00%	Not reported	Q2 2017
LLYELI LILLY & Co	$292K	0.04%	0.00%	New	Q4 2025
APHAmphenol Corp	$238K	0.04%	0.00%	New	Q4 2025
BCOBrinks Co	$229K	0.03%	0.00%	New	Q4 2025
FORMFormfactor Inc	$228K	0.03%	0.01%	New	Q4 2025
MWAMueller Water Products, Inc.	$224K	0.03%	0.01%	New	Q4 2025
BLKBBlackbaud Inc	$216K	0.03%	0.01%	New	Q4 2025
JNJJohnson & Johnson	$215K	0.03%	0.00%	Not reported	Q2 2013
LFSTLifeStance Health Group, Inc.	$215K	0.03%	0.01%	New	Q4 2025
PLUSEplus Inc	$208K	0.03%	0.01%	New	Q4 2025
GDGeneral Dynamics Corp	$205K	0.03%	0.00%	Not reported	Q3 2020
COSTCostco Wholesale Corp	$204K	0.03%	0.00%	New	Q4 2025
XOMExxonMobil Holdings Corp	$202K	0.03%	0.00%	New	Q4 2025
NATRNatures Sunshine Products Inc	$201K	0.03%	0.05%	New	Q4 2025
HCAHCA Healthcare, Inc.	$197K	0.03%	0.00%	Not reported	Q2 2018
WMTWalmart Inc.	$192K	0.03%	0.00%	Not reported	Q2 2017
IRMDIradimed Corp	$186K	0.03%	0.01%	New	Q4 2025
MAMastercard Inc	$186K	0.03%	0.00%	Not reported	Q1 2014
MSIMotorola Solutions, Inc.	$182K	0.03%	0.00%	New	Q4 2025
AIRAar Corp	$181K	0.03%	0.01%	New	Q4 2025
BACBank of America Corp	$178K	0.03%	0.00%	Not reported	Q2 2014
HEI.AHeico Corp	$177K	0.03%	Not reported	New	Q4 2025
EXPEExpedia Group, Inc.	$177K	0.03%	0.00%	Not reported	Q4 2020
WFCWells Fargo & Company	$174K	0.03%	0.00%	Not reported	Q1 2014
AGYSAgilysys Inc	$171K	0.03%	0.01%	New	Q4 2025
MATVMativ Holdings, Inc.	$170K	0.03%	0.03%	New	Q4 2025
NFLXNetflix Inc	$170K	0.03%	0.00%	Not reported	Q2 2018

Q3 2025Reported Nov 13, 202521 positions
VNOVornado Realty Trust	$236M	35.96%	3.04%	Not reported	Q3 2023
COINCoinbase Global, Inc.	$69.3M	10.54%	0.08%	-11.6%	Q2 2021
TSMTaiwan Semiconductor Manufacturing Co Ltd	$41.8M	6.36%	0.00%	-8.4%	Q3 2020
GOOGAlphabet Inc.	$20.1M	3.05%	Not reported	-8.6%	Q4 2015
TMOThermo Fisher Scientific Inc.	$19.4M	2.94%	0.01%	Not reported	Q2 2024
AAPLApple Inc.	$18.8M	2.86%	0.00%	+2.8%	Q3 2013
BRK.BBerkshire Hathaway Inc	$17.9M	2.73%	Not reported	+20.8%	Q1 2014
NVDANvidia Corp	$17.2M	2.62%	0.00%	-17.6%	Q2 2023
VVisa Inc.	$16.9M	2.57%	0.00%	+19.4%	Q4 2016
MSFTMicrosoft Corp	$16.8M	2.56%	0.00%	-3.5%	Q2 2014
COFCapital One Financial Corp	$16.7M	2.55%	0.01%	New	Q3 2025
AMZNAmazon Com Inc	$16.2M	2.47%	0.00%	+0.3%	Q1 2014
METAMeta Platforms, Inc.	$15.8M	2.41%	Not reported	-9.8%	Q1 2014
CSXCSX Corp	$12.1M	1.84%	0.02%	Not reported	Q4 2018
INTUIntuit Inc.	$11.5M	1.75%	0.01%	New	Q3 2025
MELIMercadolibre Inc	$9.9M	1.51%	0.01%	+59.9%	Q3 2019
DHRDanaher Corp	$9.75M	1.48%	0.01%	+23.7%	Q2 2020
SGISomnigroup International Inc.	$7.55M	1.15%	0.04%	-3.2%	Q3 2023
OPADOfferpad Solutions Inc.	$5.75M	0.87%	4.51%	Not reported	Q1 2022
ORCLOracle Corp	$4.96M	0.75%	0.00%	-63.8%	Q2 2014
JOBYJoby Aviation, Inc.	$2.83M	0.43%	0.02%	New	Q3 2025

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