Q1 2025 · 13F-HR
Kemnay Advisory Services Inc.holdings as filed
Filed 2025-05-15 · accession 0000950123-25-005522
$531.6M
Reported value
24
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 929042109 | VNO | VORNADO RLTY TR | $215.8M | 40.6% | 5,834,481 | Common | SOLE |
| 46434G822 | EWJ | ISHARES MSCI JAPAN ETF (PCQ) | $59.6M | 11.2% | 869,500 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $40.0M | 7.53% | 232,346 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $26.4M | 4.96% | 158,914 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $17.1M | 3.21% | 32,059 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $16.8M | 3.17% | 33,862 | Common | SOLE |
| 92826C839 | V | VISA INC | $15.3M | 2.87% | 43,540 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $15.0M | 2.82% | 27,349 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $14.2M | 2.67% | 37,807 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $13.1M | 2.47% | 68,980 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $13.0M | 2.45% | 83,295 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $12.4M | 2.34% | 21,580 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $12.0M | 2.25% | 110,356 | Common | SOLE |
| 126408103 | CSX | CSX CORP | $9.9M | 1.86% | 336,818 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $9.7M | 1.82% | 161,638 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $7.9M | 1.48% | 56,445 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $7.6M | 1.43% | 37,116 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $6.8M | 1.29% | 44,538 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $6.8M | 1.28% | 664,444 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $5.1M | 0.96% | 2,622 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $3.0M | 0.56% | 63,228 | Common | SOLE |
| 67623L307 | OPAD | OFFERPAD SOLUTIONS INC | $2.3M | 0.43% | 1,379,507 | Common | SOLE |
| 83406F102 | SOFI | SOFI TECHNOLOGIES INC | $1.1M | 0.21% | 94,356 | Common | SOLE |
| 91854V206 | — | VACASA INC | $680,527 | 0.13% | 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.