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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) |
|---|---|---|---|---|---|
| NWPX INFRASTRUCTURE INC | COM | 667746101 | — | 936 shares | $140,344 |
| EL POLLO LOCO HLDGS INC | COM | 268603107 | — | 8,236 shares | $139,683 |
| EVERQUOTE INC | COM CL A | 30041R108 | — | 5,805 shares | $138,101 |
| DOCUSIGN INC | COM | 256163106 | — | 3,089 shares | $137,213 |
| EXPEDIA GROUP INC | COM NEW | 30212P303 | — | 533 shares | $136,384 |
| FENNEC PHARMACEUTICALS INC (NMS) | COM | 31447P100 | — | 12,586 shares | $135,300 |
| AAON INC | COM PAR $0.004 | 000360206 | — | 1,063 shares | $134,852 |
| ETON PHARMACEUTICALS INC | COM | 29772L108 | — | 3,716 shares | $134,519 |
| CRACKER BARREL OLD CTRY STOR | COM | 22410J106 | — | 2,515 shares | $134,050 |
| MERCK & CO INC | COM | 58933Y105 | — | 1,043 shares | $134,026 |
| CONCRETE PUMPING HLDGS INC | COM | 206704108 | — | 11,110 shares | $133,876 |
| CITI TRENDS INC | COM | 17306X102 | — | 2,311 shares | $133,668 |
| COGNEX CORP | COM | 192422103 | — | 1,836 shares | $132,963 |
| CECO ENVIRONMENTAL CORP | COM | 125141101 | — | 1,459 shares | $132,390 |
| FORMFACTOR INC | COM | 346375108 | — | 822 shares | $131,462 |
| BANK OF AMER CORP | COM | 060505104 | — | 2,292 shares | $130,598 |
| RINGCENTRAL INC | CL A | 76680R206 | — | 3,343 shares | $130,310 |
| TRIMBLE INC | COM | 896239100 | — | 2,538 shares | $129,895 |
| WISDOMTREE INC | COM | 97717P104 | — | 7,620 shares | $129,083 |
| SALLY BEAUTY HLDGS INC | COM | 79546E104 | — | 9,126 shares | $129,042 |
| REVOLVE GROUP INC | CL A | 76156B107 | — | 5,619 shares | $128,619 |
| PORCH GROUP INC | COM | 733245104 | — | 8,543 shares | $128,487 |
| REDDIT INC | CL A | 75734B100 | — | 740 shares | $128,449 |
| ZOOM COMMUNICATIONS INC | CL A | 98980L101 | — | 1,481 shares | $127,825 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 865 shares | $126,844 |
| SEZZLE INC | COM | 78435P105 | — | 739 shares | $126,835 |
| CUSTOMERS BANCORP INC | COM | 23204G100 | — | 1,602 shares | $126,718 |
| ROCKY BRANDS INC | COM | 774515100 | — | 3,063 shares | $126,318 |
| CLEAR SECURE INC | COM CL A | 18467V109 | — | 2,261 shares | $126,006 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 303 shares | $125,936 |
| PARK-OHIO HLDGS CORP | COM | 700666100 | — | 3,271 shares | $125,770 |
| ASTRONICS CORP | COM | 046433108 | — | 1,541 shares | $125,222 |
| PEAPACK-GLADSTONE FINL CORP | COM | 704699107 | — | 2,638 shares | $124,857 |
| LIONSGATE STUDIOS CORP | COM | 53626N102 | — | 8,120 shares | $124,317 |
| SEMTECH CORP | COM | 816850101 | — | 768 shares | $124,301 |
| PENN ENTERTAINMENT INC | COM | 707569109 | — | 5,776 shares | $123,375 |
| LEONARDO DRS INC | COM | 52661A108 | — | 2,891 shares | $123,359 |
| PROTO LABS INC | COM | 743713109 | — | 1,513 shares | $123,325 |
| ASANA INC | CL A | 04342Y104 | — | 17,599 shares | $123,193 |
| GE AEROSPACE | COM NEW | 369604301 | — | 328 shares | $122,583 |
| BRAZE INC | COM CL A | 10576N102 | — | 5,637 shares | $122,267 |
| LUMENTUM HLDGS INC | COM | 55024U109 | — | 141 shares | $120,986 |
| COCA COLA CO | COM | 191216100 | — | 1,479 shares | $120,198 |
| FRANKLIN COVEY CO | COM | 353469109 | — | 4,843 shares | $118,799 |
| BENCHMARK ELECTRS INC | COM | 08160H101 | — | 1,199 shares | $118,305 |
| CHEVRON CORPORATION | COM | 166764100 | — | 713 shares | $118,187 |
| DICKS SPORTING GOODS INC | COM | 253393102 | — | 518 shares | $117,488 |
| ANIKA THERAPEUTICS INC | COM | 035255108 | — | 7,958 shares | $116,426 |
| INTERFACE INC | COM | 458665304 | — | 3,206 shares | $114,903 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 328 shares | $111,855 |
| SANDISK CORP | COM | 80004C200 | — | 49 shares | $111,413 |
| GRANITE CONSTR INC | COM | 387328107 | — | 698 shares | $110,340 |
| HOME DEPOT INC | COM | 437076102 | — | 312 shares | $110,036 |
| TRANSCAT INC | COM | 893529107 | — | 1,185 shares | $109,932 |
| NETFLIX INC. | COM | 64110L106 | — | 1,537 shares | $109,742 |
| GE VERNOVA INC | COM | 36828A101 | — | 93 shares | $109,262 |
| GLACIER BANCORP INC NEW | COM | 37637Q105 | — | 2,115 shares | $109,092 |
| BREAD FINANCIAL HOLDINGS INC | COM | 018581108 | — | 984 shares | $106,616 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 105 shares | $106,194 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 585 shares | $105,832 |
| MITEK SYS INC | COM NEW | 606710200 | — | 5,174 shares | $104,153 |
| PACS GROUP INC | COM SHS | 69380Q107 | — | 2,437 shares | $103,914 |
| LGI HOMES INC | COM | 50187T106 | — | 1,624 shares | $103,416 |
| TEXAS INSTRS INC | COM | 882508104 | — | 342 shares | $101,940 |
| Q2 HLDGS INC | COM | 74736L109 | — | 2,101 shares | $101,058 |
| REMITLY GLOBAL INC | COM | 75960P104 | — | 4,489 shares | $100,598 |
| CYTOKINETICS INC | COM NEW | 23282W605 | — | 1,164 shares | $99,161 |
| BANC OF CALIFORNIA INC | COM | 05990K106 | — | 4,778 shares | $97,615 |
| IDT CORP | CL B NEW | 448947507 | — | 1,667 shares | $96,953 |
| TENNANT CO | COM | 880345103 | — | 1,105 shares | $96,732 |
| STONEX GROUP INC | COM | 861896108 | — | 805 shares | $95,393 |
| ACUSHNET HLDGS CORP | COM | 005098108 | — | 801 shares | $94,943 |
| CITIGROUP INC | COM NEW | 172967424 | — | 678 shares | $94,893 |
| TEREX CORP NEW | COM | 880779103 | — | 1,302 shares | $94,252 |
| MATERION CORP | COM | 576690101 | — | 316 shares | $93,975 |
| KURA ONCOLOGY INC | COM | 50127T109 | — | 8,557 shares | $93,870 |
| WEALTHFRONT CORP | COM | 947002101 | — | 10,393 shares | $92,913 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 330 shares | $92,799 |
| MARVELL TECHNOLOGY INC | COM | 573874104 | — | 311 shares | $92,644 |
| XOMETRY INC | CLASS A COM | 98423F109 | — | 953 shares | $91,984 |
| LINDE PLC | SHS | G54950103 | — | 177 shares | $91,852 |
| SMARTFINANCIAL INC | COM NEW | 83190L208 | — | 1,935 shares | $90,790 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 428 shares | $89,469 |
| WELLS FARGO & CO | COM | 949746101 | — | 1,073 shares | $88,673 |
| MOVADO GROUP INC | COM | 624580106 | — | 2,206 shares | $86,718 |
| GREIF INC | CL A | 397624107 | — | 1,164 shares | $86,706 |
| KRYSTAL BIOTECH INC | COM | 501147102 | — | 232 shares | $86,227 |
| ALARM COM HLDGS INC | COM | 011642105 | — | 1,832 shares | $85,591 |
| COMPASS MINERALS INTL INC | COM | 20451N101 | — | 2,704 shares | $84,176 |
| RYERSON HLDG CORP | COM | 783754104 | — | 3,389 shares | $83,403 |
| PRAXIS PRECISION MEDICINES I | COM NEW | 74006W207 | — | 248 shares | $83,028 |
| AMGEN INC | COM | 031162100 | — | 228 shares | $82,563 |
| CENTRAL GARDEN & PET CO | CL A NON-VTG | 153527205 | — | 2,126 shares | $82,425 |
| ORACLE CORP | COM | 68389X105 | — | 561 shares | $82,215 |
| RTX CORPORATION | COM | 75513E101 | — | 427 shares | $81,015 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 688 shares | $80,269 |
| VIASAT INC | COM | 92552V100 | — | 889 shares | $79,841 |
| DUCOMMUN INC DEL | COM | 264147109 | — | 429 shares | $79,455 |
| AGILON HEALTH INC | COM NEW | 00857U206 | — | 740 shares | $79,313 |
| ELECTROMED INC | COM | 285409108 | — | 1,866 shares | $78,932 |