Q3 2025 · 13F-HR
Kemnay Advisory Services Inc.holdings as filed
Filed 2025-11-13 · accession 0001193125-25-278728
$657.5M
Reported value
22
Positions
2025-09-30
Period end
The Brief · Kemnay Advisory Services Inc. · Q3 2025
AI · grounded in 13F
Kemnay Advisory Services Inc. closed its position in MA for a reduction of $14.6M. The fund established new positions in COF and INTU, investing $16.7M and $11.5M respectively. Additionally, the fund exited positions in NU HLDGS LTD and SOFI, while increasing its stake in BRK/B by 20.7%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 929042109 | VNO | VORNADO RLTY TR | $236.5M | 36.0% | 5,834,481 | Common | SOLE |
| 46434G822 | EWJ | ISHARES INC | $69.7M | 10.6% | 869,500 | Common | SOLE |
| 19260Q107 | COIN | COINBASE GLOBAL INC | $69.3M | 10.5% | 205,300 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $41.8M | 6.36% | 149,692 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $20.1M | 3.05% | 82,439 | Common | SOLE |
| 883556102 | TMO | THERMO FISHER SCIENTIFIC INC | $19.4M | 2.94% | 39,920 | Common | SOLE |
| 037833100 | AAPL | APPLE INC | $18.8M | 2.86% | 73,822 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $17.9M | 2.73% | 35,646 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $17.2M | 2.62% | 92,432 | Common | SOLE |
| 92826C839 | V | VISA INC | $16.9M | 2.57% | 49,548 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $16.8M | 2.56% | 32,458 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $16.7M | 2.55% | 78,740 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $16.2M | 2.47% | 73,914 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $15.8M | 2.41% | 21,550 | Common | SOLE |
| 126408103 | CSX | CSX CORP | $12.1M | 1.84% | 340,228 | Common | SOLE |
| 461202103 | INTU | INTUIT | $11.5M | 1.75% | 16,808 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $9.9M | 1.51% | 4,238 | Common | SOLE |
| 235851102 | DHR | DANAHER CORPORATION | $9.8M | 1.48% | 49,190 | Common | SOLE |
| 88023U101 | SGI | SOMNIGROUP INTERNATIONAL INC | $7.5M | 1.15% | 89,505 | Common | SOLE |
| 67623L307 | OPAD | OFFERPAD SOLUTIONS INC | $5.8M | 0.87% | 1,379,507 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $5.0M | 0.75% | 17,633 | Common | SOLE |
| G65163100 | JOBY | JOBY AVIATION INC | $2.8M | 0.43% | 175,321 | 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.