Q2 2024 · 13F-HR
Kemnay Advisory Services Inc.holdings as filed
Filed 2024-08-14 · accession 0000950123-24-008470
$480.9M
Reported value
25
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 929042109 | VNO | VORNADO RLTY TR | $153.4M | 31.9% | 5,834,481 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $60.8M | 12.6% | 273,431 | Common | SOLE |
| 46434G822 | EWJ | ISHARES MSCI JAPAN ETF (PCQ) | $59.3M | 12.3% | 869,500 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $16.5M | 3.44% | 55,281 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $16.3M | 3.39% | 132,050 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $13.9M | 2.89% | 69,664 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $13.9M | 2.88% | 65,826 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $13.2M | 2.74% | 29,521 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $13.1M | 2.72% | 25,949 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $13.1M | 2.72% | 71,241 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $13.0M | 2.70% | 67,145 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $12.2M | 2.55% | 30,096 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $12.0M | 2.50% | 27,254 | Common | SOLE |
| 92826C839 | V | VISA INC | $11.6M | 2.42% | 44,374 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $11.2M | 2.32% | 43,445 | Common | SOLE |
| 126408103 | CSX | CSX CORP | $9.1M | 1.89% | 271,349 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $8.3M | 1.73% | 47,849 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $6.9M | 1.43% | 48,792 | Common | SOLE |
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $6.4M | 1.34% | 135,731 | Common | SOLE |
| 67623L307 | OPAD | OFFERPAD SOLUTIONS INC | $6.1M | 1.27% | 1,379,507 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $4.3M | 0.89% | 7,697 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $3.2M | 0.67% | 1,957 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $2.6M | 0.54% | 10,328 | Common | SOLE |
| 91854V206 | — | VACASA INC | $616,016 | 0.13% | 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.