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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) |
|---|---|---|---|---|---|
| SBA COMMUNICATIONS CORP | CL A | 78410G104 | — | 44 shares | $7,764 |
| BITDEER TECHNOLOGIES GROUP | CL A ORD SHS | G11448100 | — | 488 shares | $7,745 |
| DOLLAR TREE INC | COM | 256746108 | — | 64 shares | $7,741 |
| IQVIA HLDGS INC | COM | 46266C105 | — | 40 shares | $7,729 |
| HP INC | COM | 40434L105 | — | 352 shares | $7,723 |
| DOW HLDGS INC | COM | 260557103 | — | 281 shares | $7,688 |
| INVITATION HOMES INC | COM | 46187W107 | — | 250 shares | $7,553 |
| AMBIQ MICRO INC | COMMON STOCK | 023193105 | — | 85 shares | $7,506 |
| TALOS ENERGY INC | COM | 87484T108 | — | 579 shares | $7,475 |
| WILLIAMS SONOMA INC | COM | 969904101 | — | 32 shares | $7,459 |
| BROOKFIELD ASSET MANAGMT LTD | CL A LMT VTG SHS | 113004105 | — | 166 shares | $7,445 |
| BANK OZK LITTLE ROCK ARK | COM | 06417N103 | — | 142 shares | $7,397 |
| ROIVANT SCIENCES LTD | SHS | G76279101 | — | 209 shares | $7,397 |
| SOUNDHOUND AI INC | CLASS A COM | 836100107 | — | 1,130 shares | $7,311 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 41 shares | $7,276 |
| WEYERHAEUSER CO | COM NEW | 962166104 | — | 303 shares | $7,254 |
| TEEKAY TANKERS LTD | CL A | G8726X106 | — | 111 shares | $7,201 |
| BUNGE GLOBAL SA | COM SHS | H11356104 | — | 67 shares | $7,151 |
| RB GLOBAL ORD (NYS) | COM | 74935Q107 | — | 61 shares | $7,103 |
| NEUROCRINE BIOSCIENCES INC | COM | 64125C109 | — | 42 shares | $7,078 |
| KIMCO REALTY CORP | COM | 49446R109 | — | 278 shares | $7,047 |
| BALL CORP | COM | 058498106 | — | 112 shares | $6,989 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 | — | 81 shares | $6,973 |
| SIX FLAGS ENTERTAINMENT CORP | COM | 83001C108 | — | 325 shares | $6,923 |
| DUPONT DE NEMOURS INC | COMMON STOCK | 26614N201 | — | 51 shares | $6,918 |
| RIDENOW GROUP INC | COM CL B | 781386305 | — | 1,038 shares | $6,913 |
| ANNALY CAPITAL MANAGEMENT IN | COM NEW | 035710839 | — | 309 shares | $6,909 |
| ARES MANAGEMENT CORPORATION | CL A COM STK | 03990B101 | — | 62 shares | $6,901 |
| POWELL INDS INC | COM | 739128106 | — | 24 shares | $6,873 |
| PULTE GROUP INC | COM | 745867101 | — | 50 shares | $6,861 |
| AMCOR PLC | COM NEW | G0250X149 | — | 158 shares | $6,849 |
| SNAP ON INC | COM | 833034101 | — | 17 shares | $6,841 |
| MID-AMER APT CMNTYS INC | COM | 59522J103 | — | 49 shares | $6,808 |
| NELNET INC | CL A | 64031N108 | — | 51 shares | $6,800 |
| T1 ENERGY INC | COM NEW | 35834F104 | — | 717 shares | $6,797 |
| LPL FINL HLDGS INC | COM | 50212V100 | — | 24 shares | $6,760 |
| HOST HOTELS & RESORTS INC | COM | 44107P104 | — | 282 shares | $6,686 |
| WP CAREY INC | COM | 92936U109 | — | 93 shares | $6,650 |
| REDWIRE CORPORATION | COM | 75776W103 | — | 537 shares | $6,568 |
| SMURFIT WESTROCK PLC | SHS | G8267P108 | — | 140 shares | $6,476 |
| AMENTUM HOLDINGS INC | COM | 023939101 | — | 313 shares | $6,470 |
| AUTOZONE INC | COM | 053332102 | — | 2 shares | $6,392 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 | — | 5 shares | $6,388 |
| PERFORMANCE FOOD GROUP CO | COM | 71377A103 | — | 57 shares | $6,372 |
| DT MIDSTREAM INC | COMMON STOCK | 23345M107 | — | 43 shares | $6,310 |
| WORKIVA INC | COM CL A | 98139A105 | — | 130 shares | $6,306 |
| A10 NETWORKS INC | COM | 002121101 | — | 168 shares | $6,276 |
| JAZZ PHARMACEUTICALS PLC | SHS USD | G50871105 | — | 26 shares | $6,265 |
| HEALTHPEAK PROPERTIES INC | COM | 42250P103 | — | 290 shares | $6,206 |
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 | — | 336 shares | $6,186 |
| GROUPON INC | COM NEW | 399473206 | — | 257 shares | $6,183 |
| ACADEMY SPORTS & OUTDOORS IN | COM | 00402L107 | — | 131 shares | $6,174 |
| OVINTIV INC | COM | 69047Q102 | — | 117 shares | $6,160 |
| REGENCY CTRS CORP | COM | 758849103 | — | 77 shares | $6,140 |
| SUN CMNTYS INC | COM | 866674104 | — | 51 shares | $6,115 |
| COMSTOCK RES INC | COM | 205768302 | — | 403 shares | $6,013 |
| OMEGA HEALTHCARE INVS INC | COM | 681936100 | — | 126 shares | $6,008 |
| REINSURANCE GROUP AMER INC | COM NEW | 759351604 | — | 28 shares | $5,954 |
| AVNET INC | COM | 053807103 | — | 67 shares | $5,951 |
| ATI INC | COM | 01741R102 | — | 30 shares | $5,913 |
| GLOBE LIFE INC | COM | 37959E102 | — | 33 shares | $5,896 |
| RPM INTL INC | COM | 749685103 | — | 53 shares | $5,891 |
| COOPER COS INC | COM | 216648501 | — | 82 shares | $5,880 |
| RESTAURANT BRANDS INTL INC | COM | 76131D103 | — | 81 shares | $5,873 |
| ROYAL GOLD INC | COM | 780287108 | — | 29 shares | $5,789 |
| UNUM GROUP | COM | 91529Y106 | — | 64 shares | $5,722 |
| VOYA FINANCIAL INC | COM | 929089100 | — | 63 shares | $5,703 |
| ENSIGN GROUP INC | COM | 29358P101 | — | 35 shares | $5,611 |
| LYONDELLBASELL INDUSTRIES NV | SHS - A - | N53745100 | — | 104 shares | $5,476 |