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 %
Countries:
Kemnay Advisory Services Inc. Top Holdings of 2025-03-31 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
215,817.5
0%
40.590
0%
3.040
+11.16%
-8.75%
7,363.2
REITs
EWJ
iShares MSCI Japan ETF
869,500
59,612.9
0%
11.210
0%
0.430
+6.35%
+7.89%
14,799.2
 
COIN
Coinbase Global Inc
232,346
40,016.9
0%
7.530
0%
0.090
+139.83%
+69.06%
106,920.1
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
+58.99%
+22.63%
1,246,839.4
Semiconductors
BRK.B
Berkshire Hathaway Inc
32,059
17,074.0
+33.60%
3.210
+0.81%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
TMO
Thermo Fisher Scientific Inc
33,862
16,849.7
+33.03%
3.170
+0.79%
0.010
-2.88%
-20.13%
156,565.6
Medical Diagnostics & Research
V
Visa Inc
43,540
15,259.0
+19.62%
2.870
+0.47%
0.000
+6.07%
+10.81%
681,869.3
Credit Services
MA
Mastercard Inc
27,349
14,990.5
+26.76%
2.820
+0.60%
0.000
+6.97%
+5.42%
501,860.7
Credit Services
MSFT
Microsoft Corp
37,807
14,192.4
+39.26%
2.670
+0.75%
0.000
+38.94%
+21.47%
3,790,969.0
Software
AMZN
Amazon.com Inc
68,980
13,124.1
+24.31%
2.470
+0.48%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical

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
TSM
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
2025-03-31
Add
Add
+3.17%
165.25 ($194.34) 224.62
$240.40
23.70%
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
$262.38
-15.64%
Sold Out
0
-34,498
BRK.B
Berkshire Hathaway Inc
2025-03-31
Add
Add
+0.81%
442.66 ($486.15) 534.52
$473.80
-2.54%
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
$414.75
-23.42%
Add 33.03%
33,862
8,407
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.75%
375.39 ($407.71) 447.2
$510.05
25.10%
Add 39.26%
37,807
10,658
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.63%
106.98 ($126.74) 149.43
$172.41
36.03%
Add 38.65%
110,356
30,764
MA
Mastercard Inc
2025-03-31
Add
Add
+0.60%
504.67 ($544.39) 576.31
$552.66
1.52%
Add 26.76%
27,349
5,774
ORCL
Oracle Corp
2025-03-31
Add
Add
+0.59%
139.81 ($162.81) 186.47
$245.45
50.76%
Add 66.34%
56,445
22,512
GOOG
Alphabet Inc
2025-03-31
Add
Add
+0.54%
156.06 ($183.12) 207.71
$185.94
1.54%
Add 28.29%
83,295
18,370
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.48%
190.26 ($217) 242.06
$226.13
4.21%
Add 24.31%
68,980
13,488

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

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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 %

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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