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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) |
|---|---|---|---|---|---|
| SOUTHERN COPPER CORP | COM | 84265V105 | — | 288 shares | $50,187 |
| D-WAVE QUANTUM INC | COM | 26740W109 | — | 2,073 shares | $49,731 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 862 shares | $49,668 |
| ARCHROCK INC | COM | 03957W106 | — | 1,211 shares | $49,300 |
| BUTTERFLY NETWORK INC | COM CL A | 124155102 | — | 5,828 shares | $49,072 |
| FIRSTCASH HOLDINGS INC | COM | 33768G107 | — | 226 shares | $48,888 |
| FLUOR CORP | COM | 343412102 | — | 932 shares | $48,827 |
| LANTHEUS HLDGS INC | COM | 516544103 | — | 439 shares | $48,703 |
| HALOZYME THERAPEUTICS INC | COM | 40637H109 | — | 622 shares | $48,684 |
| RIGETTI COMPUTING INC | COMMON STOCK | 76655K103 | — | 2,498 shares | $48,261 |
| COMMERCIAL METALS CO | COM | 201723103 | — | 768 shares | $48,192 |
| VALLEY NATL BANCORP | COM | 919794107 | — | 3,277 shares | $48,008 |
| JACKSON FINANCIAL INC | COM CL A | 46817M107 | — | 468 shares | $47,919 |
| TERRENO RLTY CORP | COM | 88146M101 | — | 738 shares | $47,800 |
| OSCAR HEALTH INC | CL A | 687793109 | — | 1,672 shares | $47,685 |
| ORUKA THERAPEUTICS INC | COM | 687604108 | — | 501 shares | $47,680 |
| DELL TECHNOLOGIES INC | CL C | 24703L202 | — | 110 shares | $47,461 |
| S&P GLOBAL INC | COM | 78409V104 | — | 116 shares | $47,242 |
| SUPER GROUP SGHC LIMITED | ORD SHS | G8588X103 | — | 3,486 shares | $47,235 |
| TRAVERE THERAPEUTICS INC | COM | 89422G107 | — | 830 shares | $47,152 |
| ORMAT TECHNOLOGIES INC | COM | 686688102 | — | 430 shares | $46,827 |
| THE ONCOLOGY INSTITUTE INC | COM | 68236X100 | — | 8,592 shares | $46,655 |
| ULTRA CLEAN HLDGS INC | COM | 90385V107 | — | 327 shares | $46,627 |
| LIQUIDIA CORPORATION | COM NEW | 53635D202 | — | 583 shares | $46,483 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 270 shares | $46,132 |
| IRON MTN INC DEL | COM | 46284V101 | — | 365 shares | $46,103 |
| ERASCA INC | COM | 29479A108 | — | 2,515 shares | $46,075 |
| CRISPR THERAPEUTICS AG | NAMEN AKT | H17182108 | — | 843 shares | $45,977 |
| ESSENTIAL PPTYS RLTY TR INC | COM | 29670E107 | — | 1,540 shares | $45,969 |
| NATURAL GAS SVCS GROUP INC | COM | 63886Q109 | — | 1,060 shares | $45,728 |
| NORTHWEST BANCSHARES INC | COM | 667340103 | — | 3,003 shares | $45,525 |
| TXNM ENERGY INC | COM | 69349H107 | — | 801 shares | $45,481 |
| FRANKLIN ELEC INC | COM | 353514102 | — | 424 shares | $45,449 |
| KFORCE INC | COM | 493732101 | — | 968 shares | $45,419 |
| SOUTHERN CO | COM | 842587107 | — | 474 shares | $45,367 |
| SM ENERGY COMPANY | COM | 78454L100 | — | 1,729 shares | $45,127 |
| STRYKER CORPORATION | COM | 863667101 | — | 143 shares | $45,022 |
| AMERICAN INTL GROUP INC | COM NEW | 026874784 | — | 602 shares | $44,867 |
| DIANTHUS THERAPEUTICS INC | COM | 252828108 | — | 459 shares | $44,743 |
| MKS INC. | COM | 55306N104 | — | 99 shares | $44,035 |
| PARKER-HANNIFIN CORP | COM | 701094104 | — | 45 shares | $44,015 |
| SOUTHWEST GAS HLDGS INC | COM | 844895102 | — | 493 shares | $43,719 |
| BOOKING HOLDINGS INC | COM | 09857L108 | — | 244 shares | $43,491 |
| PORTLAND GEN ELEC CO | COM NEW | 736508847 | — | 835 shares | $43,278 |
| GATX CORP | COM | 361448103 | — | 243 shares | $43,057 |
| UNITED BANKSHARES INC WEST V | COM | 909907107 | — | 935 shares | $42,851 |
| EQUINIX INC | COM | 29444U700 | — | 41 shares | $42,738 |
| FOSTER L B CO | COM | 350060109 | — | 946 shares | $42,731 |
| ST JOE CO | COM | 790148100 | — | 682 shares | $42,714 |
| CASELLA WASTE SYS INC | CL A | 147448104 | — | 438 shares | $42,473 |
| CORE SCIENTIFIC INC NEW | COM | 21874A106 | — | 1,657 shares | $42,403 |
| MEDTRONIC PLC | SHS | G5960L103 | — | 540 shares | $42,244 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 | — | 125 shares | $41,853 |
| VERACYTE INC | COM | 92337F107 | — | 711 shares | $41,757 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 | — | 328 shares | $41,518 |
| ROSS STORES INC | COM | 778296103 | — | 195 shares | $41,506 |
| TYSON FOODS INC | CL A | 902494103 | — | 719 shares | $41,163 |
| HANCOCK WHITNEY CORPORATION | COM | 410120109 | — | 550 shares | $41,096 |
| ATLANTIC UN BANKSHARES CORP | COM | 04911A107 | — | 968 shares | $40,956 |
| BRINKER INTL INC | COM | 109641100 | — | 243 shares | $40,824 |
| NEW JERSEY RES CORP | COM | 646025106 | — | 727 shares | $40,741 |
| BLACK HILLS CORP | COM | 092113109 | — | 547 shares | $40,697 |
| CELCUITY INC | COM | 15102K100 | — | 388 shares | $40,593 |
| KITE REALTY GROUP TRUST | COM NEW | 49803T300 | — | 1,430 shares | $40,583 |
| SELECTIVE INS GROUP INC | COM | 816300107 | — | 418 shares | $40,550 |
| LIFESTANCE HEALTH GROUP INC | COM | 53228F101 | — | 3,756 shares | $40,227 |
| MATSON INC | COM | 57686G105 | — | 209 shares | $40,176 |
| SSR MINING ORD (NMS) | COM | 784730103 | — | 1,418 shares | $40,101 |
| ESSENT GROUP LTD | COM | G3198U102 | — | 621 shares | $39,918 |
| SELECT WATER SOLUTIONS INC | CL A COM | 81617J301 | — | 1,989 shares | $39,740 |
| HEALTHEQUITY INC | COM | 42226A107 | — | 437 shares | $39,470 |
| AMERIS BANCORP | COM | 03076K108 | — | 437 shares | $39,444 |
| NOVANTA INC | COM | 67000B104 | — | 243 shares | $39,424 |
| CUMMINS INC | COM | 231021106 | — | 55 shares | $39,227 |
| OUTFRONT MEDIA INC | COM NEW | 69007J304 | — | 1,190 shares | $38,984 |
| HIMS & HERS HEALTH INC | COM CL A | 433000106 | — | 1,122 shares | $38,900 |
| JOBY AVIATION INC | COMMON STOCK | G65163100 | — | 4,355 shares | $38,847 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 | — | 79 shares | $38,802 |
| INTERDIGITAL INC | COM | 45867G101 | — | 137 shares | $38,789 |
| UNITED CMNTY BKS BLAIRSVLE G | COM | 90984P303 | — | 1,097 shares | $38,494 |
| WILLIAMS COS INC | COM | 969457100 | — | 514 shares | $38,211 |
| TANGO THERAPEUTICS INC | COM | 87583X109 | — | 1,217 shares | $38,043 |
| STARBUCKS CORP | COM | 855244109 | — | 372 shares | $38,015 |
| HEWLETT PACKARD ENTERPRISE C | COM | 42824C109 | — | 842 shares | $37,983 |
| URANIUM ENERGY CORP | COM | 916896103 | — | 3,552 shares | $37,864 |
| HOME BANCSHARES INC | COM | 436893200 | — | 1,322 shares | $37,743 |
| COMFORT SYS USA INC | COM | 199908104 | — | 19 shares | $37,657 |
| PHILLIPS EDISON & CO INC | COMMON STOCK | 71844V201 | — | 902 shares | $37,541 |
| MERITAGE HOMES CORP | COM | 59001A102 | — | 446 shares | $37,397 |
| UNITED RENTALS INC | COM | 911363109 | — | 33 shares | $37,385 |
| SENSIENT TECHNOLOGIES CORP | COM | 81725T100 | — | 303 shares | $37,357 |
| TRANSOCEAN LTD | REGISTERED SHS | H8817H100 | — | 7,638 shares | $37,350 |
| PERIMETER SOLUTIONS INC | COMMON STOCK | 71385M107 | — | 1,045 shares | $37,254 |
| GLOBAL PMTS INC | COM | 37940X102 | — | 513 shares | $37,223 |
| APPLOVIN CORP | COM CL A | 03831W108 | — | 72 shares | $37,097 |
| G III APPAREL GROUP LTD | COM | 36237H101 | — | 1,099 shares | $37,047 |
| POWER INTEGRATIONS INC | COM | 739276103 | — | 441 shares | $36,938 |
| PNC FINL SVCS GROUP INC | COM | 693475105 | — | 150 shares | $36,933 |
| SYNAPTICS INC | COM | 87157D109 | — | 297 shares | $36,896 |
| NEWMONT CORP | COM | 651639106 | — | 395 shares | $36,893 |