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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) |
|---|---|---|---|---|---|
| MAGNITE INC | COM | 55955D100 | — | 4,117 shares | $78,141 |
| LEGALZOOM COM INC | COM | 52466B103 | — | 12,622 shares | $77,373 |
| ALKERMES PLC | SHS | G01767105 | — | 1,475 shares | $77,283 |
| NCINO INC | COM | 63947X101 | — | 4,644 shares | $75,929 |
| HANMI FINL CORP | COM NEW | 410495204 | — | 2,332 shares | $75,557 |
| VAXCYTE INC | COM | 92243G108 | — | 1,299 shares | $75,511 |
| PEPSICO INC | COM | 713448108 | — | 552 shares | $74,741 |
| ANALOG DEVICES INC | COM | 032654105 | — | 188 shares | $74,668 |
| KONTOOR BRANDS INC | COM | 50050N103 | — | 895 shares | $74,589 |
| UNION PAC CORP | COM | 907818108 | — | 274 shares | $74,528 |
| UBER TECHNOLOGIES INC | COM | 90353T100 | — | 1,031 shares | $74,397 |
| QUALCOMM INC | COM | 747525103 | — | 399 shares | $73,731 |
| ARISTA NETWORKS INC | COM SHS | 040413205 | — | 431 shares | $73,218 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 831 shares | $72,937 |
| V2X INC | COM | 92242T101 | — | 975 shares | $72,696 |
| CRESCENT ENERGY COMPANY | CL A COM | 44952J104 | — | 7,363 shares | $72,305 |
| ARGAN INC | COM | 04010E109 | — | 90 shares | $71,870 |
| UMB FINL CORP | COM | 902788108 | — | 503 shares | $71,808 |
| INSIGHT ENTERPRISES INC | COM | 45765U103 | — | 583 shares | $71,009 |
| TG THERAPEUTICS INC | COM | 88322Q108 | — | 1,284 shares | $70,543 |
| PROTAGONIST THERAPEUTICS INC | COM | 74366E102 | — | 574 shares | $70,361 |
| ATRICURE INC | COM | 04963C209 | — | 2,486 shares | $69,558 |
| WOLVERINE WORLD WIDE INC | COM | 978097103 | — | 4,208 shares | $69,558 |
| MOOG INC | CL A | 615394202 | — | 164 shares | $69,510 |
| MCDONALDS CORP | COM | 580135101 | — | 257 shares | $69,470 |
| HUT 8 CORP | COM | 44812J104 | — | 595 shares | $68,690 |
| RHYTHM PHARMACEUTICALS INC | COM | 76243J105 | — | 616 shares | $68,394 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 304 shares | $67,756 |
| KYMERA THERAPEUTICS INC | COM | 501575104 | — | 576 shares | $66,050 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 522 shares | $65,949 |
| PAGERDUTY INC | COM | 69553P100 | — | 6,829 shares | $65,900 |
| SPYRE THERAPEUTICS INC | COM NEW | 00773J202 | — | 741 shares | $65,786 |
| CARETRUST REIT INC | COM | 14174T107 | — | 1,629 shares | $65,730 |
| CORNING INC | COM | 219350105 | — | 256 shares | $65,390 |
| DIODES INC | COM | 254543101 | — | 596 shares | $65,226 |
| DISNEY WALT CO | COM | 254687106 | — | 677 shares | $65,161 |
| WELLTOWER INC | COM | 95040Q104 | — | 284 shares | $64,459 |
| APPIAN CORP | CL A | 03782L101 | — | 2,808 shares | $64,303 |
| TEXAS CAP BANCSHARES INC | COM | 88224Q107 | — | 622 shares | $64,228 |
| COMMVAULT SYS INC | COM | 204166102 | — | 447 shares | $63,353 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 685 shares | $62,157 |
| PROVIDENT FINL SVCS INC | COM | 74386T105 | — | 2,608 shares | $61,653 |
| VISHAY INTERTECHNOLOGY INC | COM | 928298108 | — | 1,141 shares | $61,363 |
| ESCO TECHNOLOGIES INC | COM | 296315104 | — | 174 shares | $60,907 |
| COMPASS INC | CL A | 20464U100 | — | 4,921 shares | $60,676 |
| AXCELIS TECHNOLOGIES INC | COM NEW | 054540208 | — | 320 shares | $60,624 |
| PTC THERAPEUTICS INC | COM | 69366J200 | — | 742 shares | $60,525 |
| OLD NATL BANCORP IND | COM | 680033107 | — | 2,327 shares | $60,269 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 415 shares | $60,013 |
| ADAMAS TRUST INC. | COM | 649604840 | — | 6,397 shares | $60,004 |
| JFROG LTD | ORD SHS | M6191J100 | — | 646 shares | $58,708 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 629 shares | $58,038 |
| AMERICAN EXPRESS CO | COM | 025816109 | — | 171 shares | $57,841 |
| DEERE & CO | COM | 244199105 | — | 91 shares | $57,724 |
| AT&T INC | COM | 00206R102 | — | 2,788 shares | $57,712 |
| COGENT BIOSCIENCES INC | COM | 19240Q201 | — | 1,487 shares | $57,547 |
| ENERSYS | COM | 29275Y102 | — | 246 shares | $57,520 |
| PFIZER INC | COM | 717081103 | — | 2,384 shares | $57,407 |
| PALVELLA THERAPEUTICS INC NE | COM | 697947109 | — | 374 shares | $57,155 |
| URBAN OUTFITTERS INC | COM | 917047102 | — | 804 shares | $56,971 |
| TWIST BIOSCIENCE CORP | COM | 90184D100 | — | 549 shares | $56,481 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 74 shares | $56,472 |
| LIGAND PHARMACEUTICALS INC | COM NEW | 53220K504 | — | 177 shares | $55,948 |
| MIRUM PHARMACEUTICALS INC | COM | 604749101 | — | 476 shares | $55,725 |
| ZURN ELKAY WATER SOLNS CORP | COM | 98983L108 | — | 1,093 shares | $55,229 |
| CIPHER DIGITAL INC | COM | 17253J106 | — | 2,254 shares | $55,223 |
| RIOT PLATFORMS INC | COM | 767292105 | — | 1,987 shares | $54,404 |
| GLAUKOS CORP | COM | 377322102 | — | 385 shares | $53,808 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 135 shares | $53,687 |
| INTREPID POTASH INC | COM | 46121Y201 | — | 1,637 shares | $53,661 |
| DEFINIUM THERAPEUTICS INC | COM SHS | 24477V105 | — | 1,135 shares | $53,390 |
| QUANTA SVCS INC | COM | 74762E102 | — | 74 shares | $53,283 |
| RYMAN HOSPITALITY PPTYS INC | COM | 78377T107 | — | 414 shares | $53,220 |
| VERTEX PHARMACEUTICALS INC | COM | 92532F100 | — | 107 shares | $53,150 |
| ENPRO INC | COM | 29355X107 | — | 141 shares | $53,147 |
| PAYSAFE LIMITED | SHS | G6964L206 | — | 7,101 shares | $53,044 |
| KODIAK GAS SVCS INC | COM | 50012A108 | — | 706 shares | $53,042 |
| AMALGAMATED FINANCIAL CORP | COM | 022671101 | — | 1,154 shares | $52,969 |
| TRINITY INDS INC | COM | 896522109 | — | 1,531 shares | $52,942 |
| BLACKROCK INC | COM | 09290D101 | — | 55 shares | $52,886 |
| XENON PHARMACEUTICALS INC | COM | 98420N105 | — | 876 shares | $52,875 |
| ACM RESH INC | COM CL A | 00108J109 | — | 416 shares | $52,786 |
| SCHOLAR ROCK HLDG CORP | COM | 80706P103 | — | 959 shares | $52,745 |
| PROGRESSIVE CORP | COM | 743315103 | — | 241 shares | $52,646 |
| VICTORY CAP HLDGS INC DEL | COM CL A | 92645B103 | — | 621 shares | $52,201 |
| CONOCOPHILLIPS | COM | 20825C104 | — | 502 shares | $52,188 |
| MACERICH CO | COM | 554382101 | — | 2,062 shares | $51,942 |
| AMTECH SYS INC | COM PAR $0.01N | 032332504 | — | 2,250 shares | $51,930 |
| CG ONCOLOGY INC | COM | 156944100 | — | 719 shares | $51,085 |
| PROLOGIS INC. | COM | 74340W103 | — | 377 shares | $51,072 |
| LUMEN TECHNOLOGIES INC | COM | 550241103 | — | 6,648 shares | $51,057 |
| JBT MAREL CORPORATION | COM | 477839104 | — | 350 shares | $50,750 |
| ALTRIA GROUP INC | COM | 02209S103 | — | 704 shares | $50,653 |
| SYSCO CORP | COM | 871829107 | — | 606 shares | $50,649 |
| MYR GROUP INC | COM | 55405W104 | — | 101 shares | $50,540 |
| LIQUIDITY SVCS INC | COM | 53635B107 | — | 1,291 shares | $50,504 |
| CHUBB LIMITED | COM | H1467J104 | — | 148 shares | $50,430 |
| KULICKE & SOFFA INDS INC | COM | 501242101 | — | 377 shares | $50,428 |
| JOHNSON CONTROLS INTERNATION | SHS | G51502105 | — | 344 shares | $50,262 |
| BOEING CO | COM | 097023105 | — | 232 shares | $50,221 |