Q1 2024 · 13F-HR
Kemnay Advisory Services Inc.holdings as filed
Filed 2024-05-15 · accession 0000950123-24-005268
$520.3M
Reported value
24
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 929042109 | VNO | VORNADO RLTY TR | $167.9M | 32.3% | 5,834,481 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $72.5M | 13.9% | 273,431 | Common | SOLE |
| 46434G822 | EWJ | ISHARES MSCI JAPAN ETF (PCQ) | $62.0M | 11.9% | 869,500 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $18.5M | 3.56% | 147,613 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $16.6M | 3.19% | 57,044 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $15.2M | 2.92% | 16,824 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $14.0M | 2.69% | 82,534 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $13.3M | 2.55% | 87,190 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $13.2M | 2.53% | 72,957 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $12.9M | 2.48% | 42,858 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $12.9M | 2.48% | 26,796 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $12.9M | 2.47% | 26,470 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $12.8M | 2.46% | 30,477 | Common | SOLE |
| 92826C839 | V | VISA INC | $12.5M | 2.41% | 44,901 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $12.2M | 2.34% | 158,316 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $11.6M | 2.24% | 67,847 | Common | SOLE |
| 67623L307 | OPAD | OFFERPAD SOLUTIONS INC | $11.2M | 2.15% | 1,379,507 | Common | SOLE |
| 126408103 | CSX | CSX CORP | $9.6M | 1.84% | 257,999 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $6.1M | 1.17% | 44,715 | Common | SOLE |
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $5.1M | 0.98% | 89,765 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $3.3M | 0.64% | 16,026 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $3.3M | 0.63% | 2,160 | Common | SOLE |
| 91854V206 | — | VACASA INC | $862,675 | 0.17% | 126,492 | 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.