← Back to Discover
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) |
|---|---|---|---|---|---|
| COMCAST CORP NEW | CL A | 20030N101 | — | 1,495 shares | $36,702 |
| INSTALLED BLDG PRODS INC | COM | 45780R101 | — | 159 shares | $36,545 |
| GOLAR LNG LTD | SHS | G9456A100 | — | 733 shares | $36,533 |
| AXOS FINANCIAL INC | COM | 05465C100 | — | 375 shares | $36,521 |
| AXT INC | COM | 00246W103 | — | 500 shares | $36,040 |
| NOBLE CORP PLC | ORD SHS A | G65431127 | — | 965 shares | $35,995 |
| CAPITAL ONE FINL CORP | COM | 14040H105 | — | 179 shares | $35,911 |
| SIGHT SCIENCES INC | COM | 82657M105 | — | 6,616 shares | $35,859 |
| ROBINHOOD MKTS INC | COM CL A | 770700102 | — | 357 shares | $35,800 |
| PRICESMART INC | COM | 741511109 | — | 183 shares | $35,747 |
| HA SUSTAINABLE INFRA CAP INC | COM | 41068X100 | — | 914 shares | $35,692 |
| SABRA HEALTH CARE REIT INC | COM | 78573L106 | — | 1,827 shares | $35,645 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 | — | 370 shares | $35,564 |
| CONSTRUCTION PARTNERS INC | COM CL A | 21044C107 | — | 298 shares | $35,393 |
| ONE GAS INC | COM | 68235P108 | — | 459 shares | $35,375 |
| EASTERN BANKSHARES INC | COM | 27627N105 | — | 1,590 shares | $35,362 |
| RELAY THERAPEUTICS INC | COM | 75943R102 | — | 1,887 shares | $35,306 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 | — | 85 shares | $35,300 |
| LAUDER ESTEE COS INC | CL A | 518439104 | — | 446 shares | $35,212 |
| LIFE TIME GROUP HOLDINGS INC | COMMON STOCK | 53190C102 | — | 861 shares | $35,163 |
| GARMIN LTD | SHS | H2906T109 | — | 148 shares | $35,156 |
| LOCKHEED MARTIN CORP | COM | 539830109 | — | 69 shares | $35,153 |
| CRINETICS PHARMACEUTICALS IN | COM | 22663K107 | — | 938 shares | $35,100 |
| US BANCORP | COM NEW | 902973304 | — | 580 shares | $35,032 |
| RADIAN GROUP INC | COM | 750236101 | — | 925 shares | $34,845 |
| MAGNOLIA OIL & GAS CORP | CL A | 559663109 | — | 1,359 shares | $34,763 |
| UFP INDUSTRIES INC | COM | 90278Q108 | — | 381 shares | $34,572 |
| BLOOM ENERGY CORP | COM CL A | 093712107 | — | 114 shares | $34,508 |
| TRAVELERS COMPANIES INC | COM | 89417E109 | — | 104 shares | $34,332 |
| PIPER SANDLER COMPANIES | COM NEW | 724078209 | — | 472 shares | $34,144 |
| CNX RES CORP | COM | 12653C108 | — | 1,006 shares | $34,134 |
| LEGENCE CORP | CL A | 52476L109 | — | 400 shares | $34,092 |
| MOELIS & CO | CL A | 60786M105 | — | 519 shares | $33,953 |
| CSX CORP | COM | 126408103 | — | 712 shares | $33,841 |
| MARSH & MCLENNAN COS INC | COM | 571748102 | — | 203 shares | $33,834 |
| CME GROUP INC | COM | 12572Q105 | — | 153 shares | $33,787 |
| EDGEWISE THERAPEUTICS INC | COM | 28036F105 | — | 829 shares | $33,682 |
| SPIRE INC | COM | 84857L101 | — | 431 shares | $33,657 |
| BLACKSTONE INC | COM | 09260D107 | — | 286 shares | $33,654 |
| RELIANCE INC | COM | 759509102 | — | 90 shares | $33,624 |
| DENALI THERAPEUTICS INC | COM | 24823R105 | — | 1,304 shares | $33,539 |
| CALIFORNIA RES CORP | COM STOCK | 13057Q305 | — | 634 shares | $33,520 |
| USA RARE EARTH INC | COM | 91733P107 | — | 1,548 shares | $33,406 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 97 shares | $33,399 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 149 shares | $33,369 |
| ASSURANT INC | COM | 04621X108 | — | 124 shares | $33,298 |
| SALESFORCE INC | COM | 79466L302 | — | 212 shares | $33,212 |
| MURPHY OIL CORP | COM | 626717102 | — | 1,018 shares | $33,146 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 308 shares | $33,110 |
| BJS WHSL CLUB HLDGS INC | COM | 05550J101 | — | 379 shares | $33,056 |
| PBF ENERGY INC | CL A | 69318G106 | — | 726 shares | $33,048 |
| CABOT CORP | COM | 127055101 | — | 363 shares | $32,968 |
| VSE CORP | COM | 918284100 | — | 144 shares | $32,904 |
| CNO FINL GROUP INC | COM | 12621E103 | — | 643 shares | $32,780 |
| QUAKER HOUGHTON | COM | 747316107 | — | 206 shares | $32,727 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 239 shares | $32,698 |
| SOLARIS ENERGY INFRAS INC | COM CL A | 83418M103 | — | 406 shares | $32,667 |
| LOWES COS INC | COM | 548661107 | — | 148 shares | $32,633 |
| IMPINJ INC | COM | 453204109 | — | 226 shares | $32,370 |
| CHAMPION HOMES INC | COM | 830830105 | — | 366 shares | $32,252 |
| KNIFE RIVER CORP | COMMON STOCK | 498894104 | — | 384 shares | $32,122 |
| HERC HLDGS INC | COM | 42704L104 | — | 224 shares | $32,108 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 196 shares | $32,060 |
| BROOKFIELD INFRASTRUCTURE CL A ORD (NYS) | COM SUB VTG A | 11276H106 | — | 830 shares | $31,955 |
| IDEAYA BIOSCIENCES INC | COM | 45166A102 | — | 855 shares | $31,866 |
| TANGER INC | COM | 875465106 | — | 807 shares | $31,852 |
| FULTON FINL CORP PA | COM | 360271100 | — | 1,316 shares | $31,834 |
| BELDEN INC | COM | 077454106 | — | 265 shares | $31,776 |
| FREEPORT MCMORAN INC | CL B | 35671D857 | — | 505 shares | $31,759 |
| MARATHON PETE CORP | COM | 56585A102 | — | 123 shares | $31,447 |
| CHEFS WHSE INC | COM | 163086101 | — | 327 shares | $31,425 |
| T-MOBILE US INC | COM | 872590104 | — | 187 shares | $31,366 |
| CAVCO INDS INC DEL | COM | 149568107 | — | 51 shares | $31,333 |
| SPHERE ENTERTAINMENT CO | CL A | 55826T102 | — | 181 shares | $31,318 |
| AMBARELLA INC | SHS | G037AX101 | — | 365 shares | $31,317 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 541 shares | $31,291 |
| BEAM THERAPEUTICS INC | COM | 07373V105 | — | 911 shares | $31,266 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 120 shares | $31,253 |
| LEMONADE INC | COM | 52567D107 | — | 479 shares | $31,159 |
| SERVISFIRST BANCSHARES INC | COM | 81768T108 | — | 357 shares | $30,970 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 337 shares | $30,896 |
| IMMUNITYBIO INC | COM | 45256X103 | — | 3,524 shares | $30,853 |
| LIVANOVA PLC | SHS | G5509L101 | — | 375 shares | $30,836 |
| RUSH ENTERPRISES INC | CL A | 781846209 | — | 421 shares | $30,727 |
| PACCAR INC | COM | 693718108 | — | 255 shares | $30,631 |
| NAVITAS SEMICONDUCTOR CORP | COM | 63942X106 | — | 1,709 shares | $30,625 |
| CSW INDUSTRIALS INC | COM | 126402106 | — | 110 shares | $30,613 |
| WARRIOR MET COAL INC | COM | 93627C101 | — | 377 shares | $30,597 |
| AZZ INC | COM | 002474104 | — | 197 shares | $30,545 |
| EMERSON ELEC CO | COM | 291011104 | — | 213 shares | $30,491 |
| IMMUNOVANT INC | COM | 45258J102 | — | 791 shares | $30,477 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 86 shares | $30,465 |
| LIBERTY ENERGY INC | COM CL A | 53115L104 | — | 1,161 shares | $30,407 |
| ASSOCIATED BANC-CORP | COM | 045487105 | — | 986 shares | $30,339 |
| INTERNATIONAL BANCSHARES COR | COM | 459044103 | — | 398 shares | $30,228 |
| BADGER METER INC | COM | 056525108 | — | 203 shares | $30,121 |
| ENOVA INTL INC | COM | 29357K103 | — | 125 shares | $30,091 |
| PENGUIN SOLUTIONS INC | COM | 706915105 | — | 395 shares | $30,024 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 111 shares | $30,022 |
| CORE NATURAL RESOURCES INC | COM SHS | 218937100 | — | 375 shares | $30,008 |