Q4 2024 · 13F-HR
Kemnay Advisory Services Inc.holdings as filed
Filed 2025-02-14 · accession 0000950123-25-002359
$556.8M
Reported value
24
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 929042109 | VNO | VORNADO RLTY TR | $245.3M | 44.1% | 5,834,481 | Common | SOLE |
| 46434G822 | EWJ | ISHARES MSCI JAPAN ETF (PCQ) | $58.3M | 10.5% | 869,500 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $57.7M | 10.4% | 232,346 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $13.2M | 2.38% | 25,455 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $12.6M | 2.25% | 50,118 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $12.4M | 2.22% | 64,925 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $12.2M | 2.19% | 55,492 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $11.8M | 2.13% | 20,222 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $11.5M | 2.07% | 34,498 | Common | SOLE |
| 92826C839 | V | VISA INC | $11.5M | 2.07% | 36,400 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $11.4M | 2.06% | 27,149 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $11.4M | 2.04% | 21,575 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $11.3M | 2.04% | 57,382 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $10.9M | 1.95% | 23,997 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $10.7M | 1.92% | 79,592 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $9.2M | 1.65% | 59,794 | Common | SOLE |
| 88023U101 | SGI | TEMPUR SEALY INTL INC | $9.0M | 1.62% | 159,029 | Common | SOLE |
| 126408103 | CSX | CSX CORP | $8.9M | 1.60% | 276,649 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $6.9M | 1.24% | 664,444 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $6.5M | 1.17% | 28,365 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $5.7M | 1.02% | 33,933 | Common | SOLE |
| 67623L307 | OPAD | OFFERPAD SOLUTIONS INC | $3.9M | 0.71% | 1,379,507 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $3.8M | 0.68% | 2,241 | Common | SOLE |
| 91854V206 | — | VACASA INC | $619,811 | 0.11% | 126,492 | 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.