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Kemnay Advisory Services Inc.
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $791,482,555
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VORNADO RLTY TR · SH BEN INT · 929042109 · shares: $229,295,103
- ISHARES INC · MSCI JAPAN ETF · 46434G822 · shares: $106,291,425
- TAIWAN SEMICONDUCTOR MANUFAC · SPONSORED ADS · 874039100 · shares: $51,614,333
- COINBASE GLOBAL INC · COM CL A · 19260Q107 · shares: $43,143,739
- VISA INC · COM CL A · 92826C839 · shares: $27,880,180
- BERKSHIRE HATHAWAY INC DEL · CL B NEW · 084670702 · shares: $27,866,719
- MASTERCARD INCORPORATED · CL A · 57636Q104 · shares: $27,508,930
- APPLE INC · COM · 037833100 · shares: $27,394,001
- NVIDIA CORPORATION · COM · 67066G104 · shares: $25,560,497
- META PLATFORMS INC · CL A · 30303M102 · shares: $25,024,158
Reported holdings
1,169 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| GERMAN AMERN BANCORP INC | COM | 373865104 | — | 246 shares | $11,675 |
| KEEL INFRASTRUCTURE CORP | COM SHS | 486917107 | — | 2,032 shares | $11,664 |
| ZOETIS INC | CL A | 98978V103 | — | 162 shares | $11,641 |
| DIME COML BANCSHARES INC | COM | 25432X102 | — | 286 shares | $11,626 |
| NETAPP INC | COM | 64110D104 | — | 75 shares | $11,607 |
| PAYCHEX INC | COM | 704326107 | — | 118 shares | $11,603 |
| OTIS WORLDWIDE CORP | COM | 68902V107 | — | 162 shares | $11,599 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 | — | 87 shares | $11,556 |
| NEWS CORP NEW | CL A | 65249B109 | — | 464 shares | $11,521 |
| EVERSOURCE ENERGY | COM | 30040W108 | — | 159 shares | $11,491 |
| CREDO TECHNOLOGY GROUP HOLDI | ORDINARY SHARES | G25457105 | — | 42 shares | $11,422 |
| PPG INDS INC | COM | 693506107 | — | 94 shares | $11,401 |
| TRIUMPH FINANCIAL INC | COM | 89679E300 | — | 149 shares | $11,370 |
| UPSTART HLDGS INC | COM | 91680M107 | — | 320 shares | $11,338 |
| L3HARRIS TECHNOLOGIES INC | COM | 502431109 | — | 39 shares | $11,333 |
| OKTA INC | CL A | 679295105 | — | 83 shares | $11,325 |
| ASBURY AUTOMOTIVE GROUP INC | COM | 043436104 | — | 56 shares | $11,260 |
| STEEL DYNAMICS INC | COM | 858119100 | — | 49 shares | $11,244 |
| RAYMOND JAMES FINL INC | COM | 754730109 | — | 73 shares | $11,098 |
| BLOCK INC | CL A | 852234103 | — | 146 shares | $11,096 |
| PPL CORP | COM | 69351T106 | — | 305 shares | $11,087 |
| TTM TECHNOLOGIES INC | COM | 87305R109 | — | 59 shares | $11,034 |
| FIRSTENERGY CORP | COM | 337932107 | — | 232 shares | $11,029 |
| HUBBELL INC | COM | 443510607 | — | 21 shares | $10,987 |
| HERSHEY CO | COM | 427866108 | — | 62 shares | $10,878 |
| WATERS CORP | COM | 941848103 | — | 29 shares | $10,876 |
| AMERICAN WTR WKS CO INC NEW | COM | 030420103 | — | 82 shares | $10,790 |
| MODERNA INC | COM | 60770K107 | — | 154 shares | $10,785 |
| HALLIBURTON CO | COM | 406216101 | — | 317 shares | $10,762 |
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 | — | 158 shares | $10,733 |
| SOLVENTUM CORP | COM SHS | 83444M101 | — | 139 shares | $10,724 |
| DOLLAR GEN CORP | COM | 256677105 | — | 93 shares | $10,705 |
| NRG ENERGY INC | COM NEW | 629377508 | — | 73 shares | $10,662 |
| BWX TECHNOLOGIES INC | COM | 05605H100 | — | 54 shares | $10,511 |
| DEXCOM INC | COM | 252131107 | — | 156 shares | $10,507 |
| TEXAS PACIFIC LAND CORPORATI | COM | 88262P102 | — | 24 shares | $10,503 |
| WILLIS TOWERS WATSON PLC LTD | SHS | G96629103 | — | 40 shares | $10,455 |
| ROBLOX CORP | CL A | 771049103 | — | 192 shares | $10,441 |
| DOVER CORP | COM | 260003108 | — | 46 shares | $10,317 |
| SIRIUSXM HOLDINGS INC | COMMON STOCK | 829933100 | — | 348 shares | $10,280 |
| COREWEAVE INC | COM CL A | 21873S108 | — | 102 shares | $10,153 |
| TERADATA CORP DEL | COM | 88076W103 | — | 293 shares | $10,152 |
| FIRST SOLAR INC | COM | 336433107 | — | 43 shares | $10,146 |
| COUPANG INC | CL A | 22266T109 | — | 581 shares | $10,092 |
| COPART INC | COM | 217204106 | — | 356 shares | $10,036 |
| TELEDYNE TECHNOLOGIES INC | COM | 879360105 | — | 15 shares | $10,004 |
| GROUP 1 AUTOMOTIVE INC | COM | 398905109 | — | 34 shares | $9,900 |
| CMS ENERGY CORP | COM | 125896100 | — | 129 shares | $9,869 |
| CHIPOTLE MEXICAN GRILL INC | COM | 169656105 | — | 289 shares | $9,826 |
| KEYCORP | COM | 493267108 | — | 426 shares | $9,819 |
| PRICE T ROWE GROUP INC | COM | 74144T108 | — | 86 shares | $9,777 |
| MARKEL GROUP INC | COM | 570535104 | — | 5 shares | $9,765 |
| UNITED THERAPEUTICS CORP DEL | COM | 91307C102 | — | 18 shares | $9,753 |
| INSMED INC | COM PAR $.01 | 457669307 | — | 91 shares | $9,702 |
| PRINCIPAL FINANCIAL GROUP IN | COM | 74251V102 | — | 90 shares | $9,700 |
| CHURCH & DWIGHT CO INC | COM | 171340102 | — | 100 shares | $9,688 |
| NISOURCE INC | COM | 65473P105 | — | 202 shares | $9,605 |
| US FOODS HLDG CORP | COM | 912008109 | — | 92 shares | $9,407 |
| FISERV INC | COM | 337738108 | — | 191 shares | $9,369 |
| XYLEM INC | COM | 98419M100 | — | 79 shares | $9,339 |
| EXPAND ENERGY CORPORATION | COM | 165167735 | — | 101 shares | $9,210 |
| ROYALTY PHARMA PLC | SHS CLASS A | G7709Q104 | — | 164 shares | $9,195 |
| VERALTO CORP | COM SHS | 92338C103 | — | 103 shares | $9,134 |
| EMCOR GROUP INC | COM | 29084Q100 | — | 11 shares | $9,129 |
| JABIL INC | COM | 466313103 | — | 23 shares | $8,866 |
| BETA TECHNOLOGIES INC | COM SHS CL A | 086921103 | — | 529 shares | $8,861 |
| CITIZENS FINL GROUP INC | COM | 174610105 | — | 126 shares | $8,829 |
| SIGNET JEWELERS LIMITED | SHS | G81276100 | — | 102 shares | $8,792 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 | — | 63 shares | $8,763 |
| LIBERTY MEDIA CORP DEL | COM LBTY ONE S C | 531229755 | — | 92 shares | $8,753 |
| FIREFLY AEROSPACE INC | COM | 31816X106 | — | 297 shares | $8,732 |
| SUNBELT RENTALS HOLDINGS INC | SHS | 866966104 | — | 116 shares | $8,678 |
| STERIS PLC | SHS USD | G8473T100 | — | 41 shares | $8,633 |
| PACKAGING CORP AMER | COM | 695156109 | — | 36 shares | $8,578 |
| UNITED AIRLS HLDGS INC | COM | 910047109 | — | 63 shares | $8,567 |
| EXPEDITORS INTL WASH INC | COM | 302130109 | — | 52 shares | $8,475 |
| INGERSOLL RAND INC | COM | 45687V106 | — | 103 shares | $8,445 |
| TETRA TECH INC NEW | COM | 88162G103 | — | 290 shares | $8,378 |
| CIRRUS LOGIC INC | COM | 172755100 | — | 56 shares | $8,318 |
| ALLIANT ENERGY CORP | COM | 018802108 | — | 109 shares | $8,316 |
| VERISK ANALYTICS INC | COM | 92345Y106 | — | 46 shares | $8,258 |
| NATIONAL HEALTHCARE CORP | COM | 635906100 | — | 39 shares | $8,243 |
| EVERGY INC | COM | 30034W106 | — | 95 shares | $8,211 |
| ACADIA HEALTHCARE COMPANY IN | COM | 00404A109 | — | 278 shares | $8,209 |
| BERKLEY W R CORP | COM | 084423102 | — | 116 shares | $8,181 |
| INCYTE CORP | COM | 45337C102 | — | 72 shares | $8,162 |
| INTERNATIONAL FLAVORS&FRAGRA | COM | 459506101 | — | 103 shares | $8,160 |
| BENTLEY SYS INC | COM CL B | 08265T208 | — | 270 shares | $8,070 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 | — | 267 shares | $8,063 |
| LOEWS CORP | COM | 540424108 | — | 71 shares | $8,038 |
| MEDLINE INC | COM CL A | 58507V107 | — | 202 shares | $7,967 |
| BROWN & BROWN INC | COM | 115236101 | — | 124 shares | $7,955 |
| HUMANA INC | COM | 444859102 | — | 20 shares | $7,944 |
| BURLINGTON STORES INC | COM | 122017106 | — | 25 shares | $7,920 |
| ACUITY INC | COM | 00508Y102 | — | 21 shares | $7,910 |
| SHAKE SHACK INC | CL A | 819047101 | — | 141 shares | $7,899 |
| ESSEX PPTY TR INC | COM | 297178105 | — | 27 shares | $7,873 |
| OMNICOM GROUP INC | COM | 681919106 | — | 108 shares | $7,866 |
| GENERAL MILLS INC | COM | 370334104 | — | 224 shares | $7,795 |
| VIATRIS INC | COM | 92556V106 | — | 489 shares | $7,765 |