Kemnay Advisory Services Inc. — 13F Holdings & Portfolio
CIK 1555283 · latest 13F-HR filed 2026-08-14
Kemnay Advisory Services Inc. manages $791.5M in 13F-reported U.S. long-equity assets across 1,169 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VNO (28.97%), EWJ (13.43%), TSM (6.52%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 198 new positions, exited 219, added to 569, and trimmed 275.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 1800
NEW YORK, NY 10020
$791.5M
Long-equity book
1,169
Distinct positions
2026-06-30
Filed 2026-08-14
+198 / −219 / ↑569 / ↓275
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VORNADO RLTY TR$77.7M +51.2%
- MASTERCARD INCORPORATED$27.4M +20994.0%
- TAIWAN SEMICONDUCTOR MANUFAC$15.8M +44.0%
- VISA INC$10.7M +61.9%
- BERKSHIRE HATHAWAY INC DEL$10.2M +57.7%
Top Trims
- INTUIT-$9.0M -99.8%
- COINBASE GLOBAL INC-$8.4M -16.3%
- NATERA INC-$134.4K -89.4%
- HAYWARD HLDGS INC-$128.4K -85.6%
- JABIL INC-$126.6K -93.5%
New Positions
- OFFERPAD SOLUTIONS INC$966.8K
- ENCORE CAP GROUP INC$174.7K
- HAPPEN INC$167.9K
- ASTRANA HEALTH INC$164.8K
- MAXLINEAR INC$161.4K
Exited Positions
- ISHARES TR$19.5M
- STATE STR SPDR S&P 500 ETF T$17.1M
- OFFERPAD SOLUTIONS INC$903.9K
- FABRINET$164.8K
- CLEAN HARBORS INC$158.8K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VORNADO RLTY TR | VNO | 929042109 | $229.3M | 28.97% | 5,834,481 | SH |
| 2 | ISHARES INC | EWJ | 46434G822 | $106.3M | 13.43% | 1,139,610 | SH |
| 3 | TAIWAN SEMICONDUCTOR MANUFAC | TSM | 874039100 | $51.6M | 6.52% | 108,077 | SH |
| 4 | COINBASE GLOBAL INC | COIN | 19260Q107 | $43.1M | 5.45% | 295,121 | SH |
| 5 | VISA INC | V | 92826C839 | $27.9M | 3.52% | 81,262 | SH |
| 6 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $27.9M | 3.52% | 55,690 | SH |
| 7 | MASTERCARD INCORPORATED | MA | 57636Q104 | $27.5M | 3.48% | 53,561 | SH |
| 8 | APPLE INC | AAPL | 037833100 | $27.4M | 3.46% | 94,671 | SH |
| 9 | NVIDIA CORPORATION | NVDA | 67066G104 | $25.6M | 3.23% | 127,745 | SH |
| 10 | META PLATFORMS INC | META | 30303M102 | $25.0M | 3.16% | 44,425 | SH |
| 11 | AMAZON COM INC | AMZN | 023135106 | $24.7M | 3.12% | 103,553 | SH |
| 12 | MICROSOFT CORP | MSFT | 594918104 | $24.6M | 3.11% | 65,970 | SH |
| 13 | ALPHABET INC | GOOG | 02079K107 | $24.2M | 3.05% | 68,427 | SH |
| 14 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $19.0M | 2.40% | 37,955 | SH |
| 15 | MERCADOLIBRE INC | MELI | 58733R102 | $14.4M | 1.81% | 8,463 | SH |
| 16 | FIDELITY NATL INFORMATION SV | FIS | 31620M106 | $11.2M | 1.41% | 286,976 | SH |
| 17 | DANAHER CORP DEL | DHR | 235851102 | $10.4M | 1.31% | 54,382 | SH |
| 18 | GUIDEWIRE SOFTWARE INC | GWRE | 40171V100 | $8.2M | 1.04% | 66,672 | SH |
| 19 | SOMNIGROUP INTERNATIONAL INC | SGI | 88023U101 | $6.8M | 0.86% | 86,425 | SH |
| 20 | AMER SPORTS INC | AS | G0260P102 | $3.6M | 0.46% | 106,447 | SH |
| 21 | OFFERPAD SOLUTIONS INC | OPAD | 67623L505 | $966.8K | 0.12% | 195,714 | SH |
| 22 | ALPHABET INC | GOOGL | 02079K305 | $698.3K | 0.09% | 1,954 | SH |
| 23 | BROADCOM INC | AVGO | 11135F101 | $596.1K | 0.08% | 1,578 | SH |
| 24 | TESLA INC | TSLA | 88160R101 | $474.9K | 0.06% | 1,129 | SH |
| 25 | MICRON TECHNOLOGY INC | MU | 595112103 | $439.8K | 0.06% | 381 | SH |
| 26 | ELI LILLY & CO | LLY | 532457108 | $363.4K | 0.05% | 303 | SH |
| 27 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $318.9K | 0.04% | 549 | SH |
| 28 | ISHARES TR | IWB | 464287622 | $304.3K | 0.04% | 743 | SH |
| 29 | ISHARES TR | IWM | 464287655 | $303.8K | 0.04% | 1,011 | SH |
| 30 | JPMORGAN CHASE & CO | JPM | 46625H100 | $293.6K | 0.04% | 897 | SH |
| 31 | FIGMA INC | FIG | 316841105 | $240.1K | 0.03% | 13,274 | SH |
| 32 | INDIVIOR PHARMACEUTICALS INC | INDV | 45579U109 | $239.2K | 0.03% | 5,829 | SH |
| 33 | BRIGHTSPRING HEALTH SVCS INC | BTSG | 10950A106 | $237.2K | 0.03% | 3,401 | SH |
| 34 | PLEXUS CORP | PLXS | 729132100 | $230.3K | 0.03% | 766 | SH |
| 35 | LAM RESEARCH CORP | LRCX | 512807306 | $221.9K | 0.03% | 512 | SH |
| 36 | TJX COS INC NEW | TJX | 872540109 | $221.0K | 0.03% | 1,459 | SH |
| 37 | WESTERN DIGITAL CORP | WDC | 958102105 | $218.4K | 0.03% | 342 | SH |
| 38 | BALCHEM CORP | BCPC | 057665200 | $212.7K | 0.03% | 1,259 | SH |
| 39 | AMPHENOL CORP | APH | 032095101 | $212.5K | 0.03% | 1,205 | SH |
| 40 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $209.2K | 0.03% | 4,940 | SH |
| 41 | APPLIED MATLS INC | AMAT | 038222105 | $201.0K | 0.03% | 278 | SH |
| 42 | EXXON MOBIL CORP | XOM | 30231G102 | $200.8K | 0.03% | 1,469 | SH |
| 43 | INTEL CORP | INTC | 458140100 | $193.5K | 0.02% | 1,386 | SH |
| 44 | PRIVIA HEALTH GROUP INC | PRVA | 74276R102 | $187.0K | 0.02% | 7,269 | SH |
| 45 | AGILYSYS INC | AGYS | 00847J105 | $185.6K | 0.02% | 1,776 | SH |
| 46 | DIEBOLD NIXDORF INC | DBD | 253651202 | $184.3K | 0.02% | 2,168 | SH |
| 47 | ICHOR HOLDINGS | ICHR | G4740B105 | $183.8K | 0.02% | 1,637 | SH |
| 48 | FEDERAL SIGNAL CORP | FSS | 313855108 | $183.6K | 0.02% | 1,429 | SH |
| 49 | WALMART INC | WMT | 931142103 | $183.5K | 0.02% | 1,620 | SH |
| 50 | ABBVIE INC | ABBV | 00287Y109 | $181.4K | 0.02% | 721 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $791.5M | 1,169 | 0001193125-26-350683 |
| 2026-03-31 | 2026-05-15 | $622.3M | 1,190 | 0001193125-26-225479 |
| 2025-12-31 | 2026-02-17 | $663.1M | 862 | 0001193125-26-053269 |
| 2025-09-30 | 2025-11-13 | $657.5M | 22 | 0001193125-25-278728 |