Q4 2023 · 13F-HR
Kemnay Advisory Services Inc.holdings as filed
Filed 2024-02-14 · accession 0000950123-24-002201
$412.0M
Reported value
23
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 929042109 | VNO | VORNADO RLTY TR | $164.8M | 40.0% | 5,834,481 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $47.6M | 11.5% | 273,431 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $22.2M | 5.38% | 57,044 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $17.7M | 4.31% | 122,645 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $16.4M | 3.98% | 155,382 | Common | SOLE |
| 67623L307 | OPAD | OFFERPAD SOLUTIONS INC | $14.1M | 3.43% | 1,379,507 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $11.9M | 2.88% | 192,634 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $11.0M | 2.68% | 25,854 | Common | SOLE |
| 92826C839 | V | VISA INC | $10.9M | 2.64% | 41,766 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $10.9M | 2.63% | 30,660 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $10.8M | 2.61% | 70,763 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $10.7M | 2.59% | 75,855 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $10.6M | 2.57% | 55,029 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $10.5M | 2.54% | 27,854 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $10.3M | 2.50% | 28,884 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $10.3M | 2.49% | 20,755 | Common | SOLE |
| 126408103 | CSX | CSX CORP | $8.9M | 2.17% | 257,999 | Common | SOLE |
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $4.6M | 1.11% | 89,765 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $3.4M | 0.82% | 2,160 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $3.0M | 0.72% | 18,385 | Common | SOLE |
| 91854V206 | — | VACASA INC | $1.0M | 0.25% | 126,492 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $549,825 | 0.13% | 2,926 | 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.