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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) |
|---|---|---|---|---|---|
| RXO INC | COMMON STOCK | 74982T103 | — | 1,087 shares | $29,990 |
| LAUREATE ED INC | COMMON STOCK | 518613203 | — | 823 shares | $29,891 |
| CALLAWAY GOLF CO | COM | 131193104 | — | 1,588 shares | $29,839 |
| COPT DEFENSE PROPERTIES | SHS BEN INT | 22002T108 | — | 819 shares | $29,803 |
| FIRST FINL BANKSHARES INC | COM | 32020R109 | — | 859 shares | $29,721 |
| ECOLAB INC | COM | 278865100 | — | 106 shares | $29,533 |
| AON PLC | SHS CL A | G0403H108 | — | 89 shares | $29,520 |
| MIRION TECHNOLOGIES INC | COM CL A | 60471A101 | — | 1,636 shares | $29,333 |
| SIMON PPTY GROUP INC NEW | COM | 828806109 | — | 131 shares | $29,298 |
| ACADIA PHARMACEUTICALS INC | COM | 004225108 | — | 1,158 shares | $29,297 |
| GENERAL MTRS CO | COM | 37045V100 | — | 380 shares | $29,290 |
| SLB LIMITED | COM STK | 806857108 | — | 630 shares | $29,289 |
| INTERCONTINENTAL EXCHANGE IN | COM | 45866F104 | — | 237 shares | $29,177 |
| 3M CO | COM | 88579Y101 | — | 180 shares | $29,144 |
| BROADSTONE NET LEASE INC | COM | 11135E203 | — | 1,409 shares | $29,124 |
| EOG RES INC | COM | 26875P101 | — | 224 shares | $29,060 |
| OCEANEERING INTL INC | COM | 675232102 | — | 717 shares | $29,053 |
| INDEPENDENCE RLTY TR INC | COM | 45378A106 | — | 1,738 shares | $29,007 |
| STANDEX INTL CORP | COM | 854231107 | — | 81 shares | $28,971 |
| DYNE THERAPEUTICS INC | COM | 26818M108 | — | 1,303 shares | $28,940 |
| COVISTA INC | COM | 00737L103 | — | 231 shares | $28,796 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 312 shares | $28,732 |
| ENLIVEN THERAPEUTICS INC | COM | 29337E102 | — | 566 shares | $28,725 |
| FLAGSTAR BANK NATIONAL ASSOC | COM NEW | 649445400 | — | 1,922 shares | $28,715 |
| PHILLIPS 66 | COM | 718546104 | — | 169 shares | $28,569 |
| MACOM TECH SOLUTIONS HLDGS I | COM | 55405Y100 | — | 75 shares | $28,528 |
| MERIT MED SYS INC | COM | 589889104 | — | 411 shares | $28,499 |
| INTERNATIONAL SEAWAYS INC | COM | Y41053102 | — | 372 shares | $28,491 |
| 10X GENOMICS INC | CL A COM | 88025U109 | — | 743 shares | $28,487 |
| ONDAS INC | COM NEW | 68236H204 | — | 3,437 shares | $28,321 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 114 shares | $28,314 |
| GRIFFON CORP | COM | 398433102 | — | 290 shares | $28,284 |
| ULTRAGENYX PHARMACEUTICAL IN | COM | 90400D108 | — | 844 shares | $28,181 |
| CONSTELLIUM SE | CL A SHS | F21107101 | — | 884 shares | $28,173 |
| PELAGOS INS CAP LTD | COM | G3398L118 | — | 1,157 shares | $28,173 |
| MOODYS CORP | COM | 615369105 | — | 62 shares | $28,081 |
| ATMUS FILTRATION TECHNOLOGIE | COM | 04956D107 | — | 550 shares | $28,045 |
| AMNEAL PHARMACEUTICALS INC | COM STK CL A | 03168L105 | — | 1,620 shares | $28,042 |
| INDEPENDENT BK CORP MASS | COM | 453836108 | — | 334 shares | $27,962 |
| MCKESSON CORP | COM | 58155Q103 | — | 37 shares | $27,957 |
| CATHAY GEN BANCORP | COM | 149150104 | — | 448 shares | $27,772 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 223 shares | $27,750 |
| COHU INC | COM | 192576106 | — | 375 shares | $27,716 |
| FIRST BANCORP CORPORATION | COM NEW | 318672706 | — | 1,063 shares | $27,712 |
| MUELLER WTR PRODS INC | COM SER A | 624758108 | — | 1,071 shares | $27,664 |
| M/I HOMES INC | COM | 55305B101 | — | 172 shares | $27,656 |
| EXTREME NETWORKS INC | COM | 30226D106 | — | 854 shares | $27,644 |
| OTTER TAIL CORP | COM | 689648103 | — | 307 shares | $27,624 |
| FACTSET RESH SYS INC | COM | 303075105 | — | 120 shares | $27,610 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 94 shares | $27,559 |
| JACOBS SOLUTIONS INC | COM | 46982L108 | — | 218 shares | $27,468 |
| BGC GROUP INC | CL A | 088929104 | — | 2,563 shares | $27,398 |
| PUMA BIOTECHNOLOGY INC | COM | 74587V107 | — | 3,370 shares | $27,331 |
| WSFS FINL CORP | COM | 929328102 | — | 356 shares | $27,316 |
| ENERGY FUELS INC | COM NEW | 292671708 | — | 1,880 shares | $27,260 |
| FEDEX CORP | COM | 31428X106 | — | 87 shares | $27,242 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 59 shares | $27,089 |
| NATIONAL HEALTH INVS INC | COM | 63633D104 | — | 355 shares | $27,072 |
| ARCUTIS BIOTHERAPEUTICS INC | COM | 03969K108 | — | 1,029 shares | $26,980 |
| RENASANT CORP | COM | 75970E107 | — | 634 shares | $26,970 |
| HOWMET AEROSPACE INC | COM | 443201108 | — | 100 shares | $26,886 |
| REGENERON PHARMACEUTICALS | COM | 75886F107 | — | 43 shares | $26,812 |
| CACTUS INC | CL A | 127203107 | — | 523 shares | $26,793 |
| DORMAN PRODS INC | COM | 258278100 | — | 196 shares | $26,744 |
| MARA HOLDINGS INC | COM | 565788106 | — | 1,925 shares | $26,738 |
| CVB FINL CORP | COM | 126600105 | — | 1,185 shares | $26,722 |
| PJT PARTNERS INC | COM CL A | 69343T107 | — | 177 shares | $26,716 |
| SL GREEN RLTY CORP | COM | 78440X887 | — | 515 shares | $26,662 |
| DIGITAL RLTY TR INC | COM | 253868103 | — | 148 shares | $26,578 |
| ITRON INC | COM | 465741106 | — | 307 shares | $26,565 |
| HANOVER INS GROUP INC | COM | 410867105 | — | 124 shares | $26,551 |
| SNOWFLAKE INC | COM SHS | 833445109 | — | 104 shares | $26,468 |
| CELLDEX THERAPEUTICS INC NEW | COM NEW | 15117B202 | — | 711 shares | $26,456 |
| MAREX GROUP ORD (NMS) | ORD | G5S37H101 | — | 432 shares | $26,330 |
| CADENCE DESIGN SYSTEM INC | COM | 127387108 | — | 70 shares | $26,272 |
| MASTERCRAFT BOAT HLDGS INC | COM | 57637H103 | — | 1,017 shares | $26,259 |
| GRAHAM HLDGS CO | COM CL B | 384637104 | — | 23 shares | $26,253 |
| VERADERMICS INC | COMMON STOCK | 922967104 | — | 213 shares | $26,186 |
| BOSTON SCIENTIFIC CORP | COM | 101137107 | — | 613 shares | $26,163 |
| KINDER MORGAN INC DEL | COM | 49456B101 | — | 818 shares | $26,151 |
| PATTERSON-UTI ENERGY INC | COM | 703481101 | — | 2,833 shares | $26,007 |
| ACADIAN ASSET MANAGEMENT INC | COM | 10948W103 | — | 363 shares | $25,962 |
| WESBANCO INC | COM | 950810101 | — | 665 shares | $25,955 |
| CAL MAINE FOODS INC | COM NEW | 128030202 | — | 322 shares | $25,940 |
| POLARIS INC | COM | 731068102 | — | 376 shares | $25,733 |
| MADDEN STEVEN LTD | COM | 556269108 | — | 611 shares | $25,723 |
| ALUMIS INC | COM | 022307102 | — | 912 shares | $25,664 |
| TERADYNE INC | COM | 880770102 | — | 53 shares | $25,644 |
| STRIDE INC | COM | 86333M108 | — | 297 shares | $25,613 |
| SEMPRA | COM | 816851109 | — | 276 shares | $25,588 |
| AVISTA CORP | COM | 05379B107 | — | 625 shares | $25,569 |
| ICU MED INC | COM | 44930G107 | — | 174 shares | $25,508 |
| ALLSTATE CORP | COM | 020002101 | — | 107 shares | $25,460 |
| APPLE HOSPITALITY REIT INC | COM NEW | 03784Y200 | — | 1,513 shares | $25,434 |
| SKYWEST INC | COM | 830879102 | — | 256 shares | $25,428 |
| OPENLANE INC | COM | 48238T109 | — | 616 shares | $25,404 |
| GENWORTH FINL INC | COM SHS | 37247D106 | — | 2,673 shares | $25,313 |
| GEO GROUP INC | COM | 36162J106 | — | 856 shares | $25,295 |
| TELEPHONE & DATA SYS INC | COM NEW | 879433829 | — | 683 shares | $25,278 |
| TRIMAS CORP | COM NEW | 896215209 | — | 559 shares | $25,172 |