Q3 2024 · 13F-HR
Kemnay Advisory Services Inc.holdings as filed
Filed 2024-11-14 · accession 0000950123-24-011526
$552.2M
Reported value
24
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 929042109 | VNO | VORNADO RLTY TR | $229.9M | 41.6% | 5,834,481 | Common | SOLE |
| 46434G822 | EWJ | ISHARES MSCI JAPAN ETF (PCQ) | $62.2M | 11.3% | 869,500 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $45.7M | 8.27% | 256,399 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $23.9M | 4.32% | 137,478 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $13.9M | 2.52% | 81,788 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $13.7M | 2.49% | 23,997 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $13.7M | 2.47% | 73,289 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $13.5M | 2.44% | 29,238 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $13.4M | 2.43% | 57,594 | Common | SOLE |
| 92826C839 | V | VISA INC | $13.4M | 2.42% | 48,658 | Common | SOLE |
| 90353T100 | UBER | UBER TECHNOLOGIES INC | $13.3M | 2.41% | 177,268 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $13.3M | 2.41% | 30,865 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $13.3M | 2.40% | 79,346 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $12.9M | 2.33% | 105,982 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $10.0M | 1.80% | 16,103 | Common | SOLE |
| 126408103 | CSX | CSX CORP | $9.5M | 1.72% | 274,749 | Common | SOLE |
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $9.3M | 1.68% | 169,855 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $8.8M | 1.60% | 27,264 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $6.7M | 1.21% | 39,224 | Common | SOLE |
| 67623L307 | OPAD | OFFERPAD SOLUTIONS INC | $5.6M | 1.01% | 1,379,507 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $3.2M | 0.57% | 1,541 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $2.9M | 0.52% | 10,328 | Common | SOLE |
| 91854V206 | — | VACASA INC | $355,443 | 0.06% | 126,492 | Common | SOLE |
| N97284108 | NBIS | NEBIUS GROUP 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.