KA
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Kemnay Advisory Services Inc.13F | |
| Kemnay Advisory Services Inc. | |
| Last update 2025-05-15 | 24 Stocks (1 new) |
| Value $532.00 Mil | Turnover 10 % |
Kemnay Advisory Services Inc. Top Holdings of 2025-03-31
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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 | 215,817.5 | 0% | 40.590 | 0% | 3.040 | +15.33% | -7.30% | 7,480.3 | REITs | |
EWJ | iShares MSCI Japan ETF | 869,500 | 59,612.9 | 0% | 11.210 | 0% | 0.430 | +6.12% | +9.55% | 15,082.6 | ||
COIN | Coinbase Global Inc | 232,346 | 40,016.9 | 0% | 7.530 | 0% | 0.090 | +113.51% | +63.38% | 103,326.2 | Capital Markets | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 158,914 | 26,379.7 | +176.94% | 4.960 | +3.17% | 0.000 | +55.21% | +19.45% | 1,214,527.4 | Semiconductors | |
BRK.B | Berkshire Hathaway Inc | 32,059 | 17,074.0 | +33.60% | 3.210 | +0.81% | 0.000 | -7.84% | +5.89% | 1,035,129.2 | Insurance | |
TMO | Thermo Fisher Scientific Inc | 33,862 | 16,849.7 | +33.03% | 3.170 | +0.79% | 0.010 | -3.13% | -18.98% | 158,809.8 | Medical Diagnostics & Research | |
V | Visa Inc | 43,540 | 15,259.0 | +19.62% | 2.870 | +0.47% | 0.000 | +6.81% | +12.19% | 690,359.6 | Credit Services | |
MA | Mastercard Inc | 27,349 | 14,990.5 | +26.76% | 2.820 | +0.60% | 0.000 | +5.92% | +6.40% | 506,510.1 | Credit Services | |
MSFT | Microsoft Corp | 37,807 | 14,192.4 | +39.26% | 2.670 | +0.75% | 0.000 | +39.00% | +21.21% | 3,782,793.2 | Software | |
AMZN | Amazon.com Inc | 68,980 | 13,124.1 | +24.31% | 2.470 | +0.48% | 0.000 | +31.49% | +3.79% | 2,417,460.2 | Retail - Cyclical |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2025-03-31 | Add Add | +3.17% | 165.25 ($194.34) 224.62 | $234.17 | 20.50% | Add 176.94% | 158,914 | 101,532 | |
CRM | Salesforce Inc | 2025-03-31 | Sold Out Sold Out | -2.07% | 268.36 ($311.03) 359.95 | $262.93 | -15.46% | Sold Out | 0 | -34,498 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.81% | 442.66 ($486.15) 534.52 | $479.98 | -1.27% | Add 33.6% | 32,059 | 8,062 | |
TMO | Thermo Fisher Scientific Inc | 2025-03-31 | Add Add | +0.79% | 497.6 ($541.6) 606.74 | $420.69 | -22.32% | Add 33.03% | 33,862 | 8,407 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.75% | 375.39 ($407.71) 447.2 | $508.95 | 24.83% | Add 39.26% | 37,807 | 10,658 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.63% | 106.98 ($126.74) 149.43 | $166.86 | 31.66% | Add 38.65% | 110,356 | 30,764 | |
MA | Mastercard Inc | 2025-03-31 | Add Add | +0.60% | 504.67 ($544.39) 576.31 | $557.78 | 2.46% | Add 26.76% | 27,349 | 5,774 | |
ORCL | Oracle Corp | 2025-03-31 | Add Add | +0.59% | 139.81 ($162.81) 186.47 | $237.12 | 45.64% | Add 66.34% | 56,445 | 22,512 | |
GOOG | Alphabet Inc | 2025-03-31 | Add Add | +0.54% | 156.06 ($183.12) 207.71 | $190.09 | 3.81% | Add 28.29% | 83,295 | 18,370 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.48% | 190.26 ($217) 242.06 | $227.71 | 4.94% | Add 24.31% | 68,980 | 13,488 |
Kemnay Advisory Services Inc. Total Holding History ($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 2025-03-31
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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