Q2 2025 · 13F-HR
Kemnay Advisory Services Inc.holdings as filed
Filed 2025-08-14 · accession 0000950123-25-008090
$628.8M
Reported value
23
Positions
2025-06-30
Period end
The Brief · Kemnay Advisory Services Inc. · Q2 2025
AI · grounded in 13F
Kemnay Advisory Services Inc. established a new position in VNO valued at $223.1M. The fund also initiated new stakes in COIN for $81.4M and EWJ for $65.2M. Additional new positions include TSM, NVDA, and META.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 929042109 | VNO | VORNADO RLTY TR | $223.1M | 35.5% | 5,834,481 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $81.4M | 13.0% | 232,346 | Common | SOLE |
| 46434G822 | EWJ | ISHARES INC | $65.2M | 10.4% | 869,500 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $37.0M | 5.88% | 163,359 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $17.7M | 2.82% | 112,213 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $17.6M | 2.80% | 23,884 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $16.7M | 2.66% | 33,648 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $16.2M | 2.57% | 39,920 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $16.2M | 2.57% | 73,673 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $16.0M | 2.54% | 90,179 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $14.7M | 2.34% | 71,813 | Common | SOLE |
| 92826C839 | V | VISA INC | $14.7M | 2.34% | 41,489 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $14.6M | 2.32% | 25,990 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $14.3M | 2.28% | 29,521 | Common | SOLE |
| 126408103 | CSX | CSX CORP | $11.1M | 1.77% | 340,228 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $10.7M | 1.70% | 48,767 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $9.1M | 1.45% | 664,444 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $7.9M | 1.25% | 39,767 | Common | SOLE |
| 83406F102 | SOFI | SOFI TECHNOLOGIES INC | $7.2M | 1.15% | 396,149 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $6.9M | 1.10% | 2,650 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $6.3M | 1.00% | 92,435 | Common | SOLE |
| 747525103 | QCOM | QUALCOMM INC | $2.8M | 0.44% | 17,454 | Common | SOLE |
| 67623L307 | OPAD | OFFERPAD SOLUTIONS INC | $1.3M | 0.20% | 1,379,507 | 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.