Q2 2023 · 13F-HR
Kemnay Advisory Services Inc.holdings as filed
Filed 2023-08-14 · accession 0000950123-23-007722
$227.5M
Reported value
24
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $19.7M | 8.66% | 53,651 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $19.6M | 8.60% | 273,431 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $18.5M | 8.13% | 155,272 | Common | SOLE |
| 67623L307 | OPAD | OFFERPAD SOLUTIONS INC | $17.9M | 7.86% | 1,379,506 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $15.2M | 6.69% | 127,952 | Common | SOLE |
| 133131102 | CPT | CAMDEN PPTY TR | $13.6M | 5.99% | 125,280 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $12.1M | 5.32% | 28,636 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $10.2M | 4.49% | 35,631 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $9.7M | 4.26% | 74,273 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $9.7M | 4.25% | 224,090 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $9.6M | 4.20% | 49,272 | Common | SOLE |
| 431284108 | HIW | HIGHWOODS PPTYS INC | $9.4M | 4.12% | 392,209 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $9.2M | 4.06% | 27,093 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $8.8M | 3.86% | 41,592 | Common | SOLE |
| 92826C839 | V | VISA INC | $8.8M | 3.85% | 36,856 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $8.6M | 3.76% | 70,748 | Common | SOLE |
| 01609W102 | BABA | ALIBABA GROUP HLDG LTD | $8.0M | 3.49% | 95,395 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $7.3M | 3.22% | 6,190 | Common | SOLE |
| 222795502 | CUZ | COUSINS PPTYS INC | $3.1M | 1.38% | 137,288 | Common | SOLE |
| 74460D109 | PSA | PUBLIC STORAGE | $3.0M | 1.32% | 10,298 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $2.8M | 1.24% | 19,462 | Common | SOLE |
| 91854V107 | — | VACASA INC | $1.7M | 0.75% | 2,529,849 | Common | SOLE |
| 253868103 | DLR | DIGITAL RLTY TR INC | $1.1M | 0.48% | 9,640 | Common | SOLE |
| N97284108 | NBIS | YANDEX N V | $0 | — | 95,488 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.