KA
| |
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 | +17.70% | -5.40% | 7,633.8 | REITs | |
EWJ | iShares MSCI Japan ETF | 869,500 | 59,612.9 | 0% | 11.210 | 0% | 0.430 | +5.36% | +8.76% | 15,095.0 | ||
COIN | Coinbase Global Inc | 232,346 | 40,016.9 | 0% | 7.530 | 0% | 0.090 | +112.86% | +62.88% | 103,012.9 | 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 | +55.50% | +19.67% | 1,216,757.6 | Semiconductors | |
BRK.B | Berkshire Hathaway Inc | 32,059 | 17,074.0 | +33.60% | 3.210 | +0.81% | 0.000 | -8.19% | +5.48% | 1,030,137.3 | Insurance | |
TMO | Thermo Fisher Scientific Inc | 33,862 | 16,849.7 | +33.03% | 3.170 | +0.79% | 0.010 | -1.53% | -17.65% | 161,423.9 | Medical Diagnostics & Research | |
V | Visa Inc | 43,540 | 15,259.0 | +19.62% | 2.870 | +0.47% | 0.000 | +6.35% | +11.71% | 687,358.6 | Credit Services | |
MA | Mastercard Inc | 27,349 | 14,990.5 | +26.76% | 2.820 | +0.60% | 0.000 | +6.10% | +6.58% | 507,400.0 | Credit Services | |
MSFT | Microsoft Corp | 37,807 | 14,192.4 | +39.26% | 2.670 | +0.75% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
AMZN | Amazon.com Inc | 68,980 | 13,124.1 | +24.31% | 2.470 | +0.48% | 0.000 | +31.35% | +3.68% | 2,414,901.7 | 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 | $234.60 | 20.72% | 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 | $263.59 | -15.25% | Sold Out | 0 | -34,498 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.81% | 442.66 ($486.15) 534.52 | $478.13 | -1.65% | 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 | $427.62 | -21.05% | Add 33.03% | 33,862 | 8,407 | |
MSFT | Microsoft Corp | 2025-03-31 | Add Add | +0.75% | 375.39 ($407.71) 447.2 | $505.27 | 23.93% | Add 39.26% | 37,807 | 10,658 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.63% | 106.98 ($126.74) 149.43 | $167.03 | 31.79% | Add 38.65% | 110,356 | 30,764 | |
MA | Mastercard Inc | 2025-03-31 | Add Add | +0.60% | 504.67 ($544.39) 576.31 | $558.76 | 2.64% | Add 26.76% | 27,349 | 5,774 | |
ORCL | Oracle Corp | 2025-03-31 | Add Add | +0.59% | 139.81 ($162.81) 186.47 | $238.11 | 46.25% | Add 66.34% | 56,445 | 22,512 | |
GOOG | Alphabet Inc | 2025-03-31 | Add Add | +0.54% | 156.06 ($183.12) 207.71 | $192.11 | 4.91% | Add 28.29% | 83,295 | 18,370 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.48% | 190.26 ($217) 242.06 | $227.47 | 4.82% | Add 24.31% | 68,980 | 13,488 |
Kemnay Advisory Services Inc. Total Holding History ($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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