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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) |
|---|---|---|---|---|---|
| KADANT INC | COM | 48282T104 | — | 80 shares | $25,138 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 | — | 65 shares | $25,137 |
| AFLAC INC | COM | 001055102 | — | 214 shares | $25,092 |
| VERISIGN INC | COM | 92343E102 | — | 99 shares | $24,904 |
| MONOLITHIC PWR SYS INC | COM | 609839105 | — | 18 shares | $24,882 |
| TARGET CORP | COM | 87612E106 | — | 190 shares | $24,816 |
| NUSCALE PWR CORP | CL A COM | 67079K100 | — | 2,470 shares | $24,774 |
| OUSTER INC | COM NEW | 68989M202 | — | 396 shares | $24,758 |
| NLIGHT INC | COM | 65487K100 | — | 355 shares | $24,715 |
| ARCUS BIOSCIENCES INC | COM | 03969F109 | — | 800 shares | $24,664 |
| CINTAS CORP | COM | 172908105 | — | 145 shares | $24,662 |
| COMMUNITY FINANCIAL SYSTEM I | COM | 203607106 | — | 367 shares | $24,633 |
| AIRBNB INC | COM CL A | 009066101 | — | 172 shares | $24,613 |
| GALLAGHER ARTHUR J & CO | COM | 363576109 | — | 107 shares | $24,564 |
| BANKUNITED INC | COM | 06652K103 | — | 505 shares | $24,467 |
| MARRIOTT INTL INC NEW | CL A | 571903202 | — | 66 shares | $24,459 |
| SELLAS LIFE SCIENCES GROUP I | COM NEW | 81642T209 | — | 1,657 shares | $24,457 |
| REALTY INCOME CORP | COM | 756109104 | — | 393 shares | $24,350 |
| CENTRUS ENERGY CORP | CL A | 15643U104 | — | 145 shares | $24,341 |
| CINEMARK HLDGS INC | COM | 17243V102 | — | 767 shares | $24,337 |
| TECHNIPFMC PLC | COM | G87110105 | — | 367 shares | $24,332 |
| VERA THERAPEUTICS INC | CL A | 92337R101 | — | 567 shares | $24,330 |
| AMER STATES WTR CO | COM | 029899101 | — | 294 shares | $24,293 |
| AVIENT CORPORATION | COM | 05368V106 | — | 657 shares | $24,283 |
| HIGHWOODS PPTYS INC | COM | 431284108 | — | 805 shares | $24,279 |
| 1ST FINL BANCORP | COM | 320209109 | — | 714 shares | $24,155 |
| GRAIL INC | COM | 384747101 | — | 353 shares | $24,099 |
| CRH PLC | ORD | G25508105 | — | 225 shares | $24,075 |
| STEPSTONE GROUP INC | COM CL A | 85914M107 | — | 582 shares | $24,072 |
| OSI SYSTEMS INC | COM | 671044105 | — | 110 shares | $24,057 |
| SCORPIO TANKERS INC | SHS | Y7542C130 | — | 345 shares | $23,895 |
| TARGA RES CORP | COM | 87612G101 | — | 89 shares | $23,864 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 72 shares | $23,793 |
| TARSUS PHARMACEUTICALS INC | COM | 87650L103 | — | 378 shares | $23,791 |
| KKR & CO INC | COM | 48251W104 | — | 259 shares | $23,771 |
| AEHR TEST SYS | COM | 00760J108 | — | 247 shares | $23,727 |
| HAEMONETICS CORP MASS | COM | 405024100 | — | 316 shares | $23,700 |
| ASTERA LABS INC | COM | 04626A103 | — | 49 shares | $23,668 |
| KINIKSA PHARMACEUTICALS INTL | ORD SHS CL A | G52694109 | — | 370 shares | $23,662 |
| ACI WORLDWIDE INC | COM | 004498101 | — | 470 shares | $23,636 |
| PALOMAR HLDGS INC | COM | 69753M105 | — | 187 shares | $23,635 |
| WD 40 CO | COM | 929236107 | — | 97 shares | $23,633 |
| SERVICENOW INC | COM | 81762P102 | — | 238 shares | $23,629 |
| VITA COCO CO INC | COM | 92846Q107 | — | 357 shares | $23,612 |
| KORN FERRY | COM NEW | 500643200 | — | 354 shares | $23,569 |
| KINETIK HOLDINGS INC | COM NEW CL A | 02215L209 | — | 486 shares | $23,493 |
| SUPERNUS PHARMACEUTICALS | COM | 868459108 | — | 504 shares | $23,441 |
| SIMMONS FIRST NATL CORP | CL A $1 PAR | 828730200 | — | 1,029 shares | $23,307 |
| BAKER HUGHES COMPANY | CL A | 05722G100 | — | 419 shares | $23,255 |
| MGE ENERGY INC | COM | 55277P104 | — | 285 shares | $23,239 |
| AMETEK INC | COM | 031100100 | — | 96 shares | $23,226 |
| LXP INDUSTRIAL TRUST | COM | 529043408 | — | 431 shares | $23,222 |
| LKQ CORP | COM | 501889208 | — | 880 shares | $23,170 |
| GENERAC HLDGS INC | COM | 368736104 | — | 79 shares | $23,132 |
| WW GRAINGER INC | COM | 384802104 | — | 17 shares | $23,127 |
| ONEOK INC NEW | COM | 682680103 | — | 266 shares | $23,126 |
| ENTERGY CORP NEW | COM | 29364G103 | — | 201 shares | $23,087 |
| SUNRUN INC | COM | 86771W105 | — | 1,725 shares | $23,081 |
| CLOUDFLARE INC | CL A COM | 18915M107 | — | 94 shares | $23,056 |
| FULLER H B CO | COM | 359694106 | — | 395 shares | $23,025 |
| FORD MTR CO | COM | 345370860 | — | 1,646 shares | $22,879 |
| FIRST INTST BANCSYSTEM INC | COM | 32055Y201 | — | 593 shares | $22,866 |
| DELEK US HLDGS INC NEW | COM | 24665A103 | — | 448 shares | $22,763 |
| BANK HAWAII CORP | COM | 062540109 | — | 279 shares | $22,736 |
| TRUIST FINL CORP | COM | 89832Q109 | — | 456 shares | $22,718 |
| INTEGER HLDGS CORP | COM | 45826H109 | — | 243 shares | $22,708 |
| BIOCRYST PHARMACEUTICALS INC | COM | 09058V103 | — | 2,264 shares | $22,640 |
| STUBHUB HLDGS INC | CL A | 86384P109 | — | 1,758 shares | $22,625 |
| HELMERICH & PAYNE INC | COM | 423452101 | — | 691 shares | $22,623 |
| CALUMET INC | COM | 131428104 | — | 628 shares | $22,621 |
| HONEYWELL INTL INC | COM | 438516205 | — | 101 shares | $22,614 |
| NURIX THERAPEUTICS INC | COM | 67080M103 | — | 932 shares | $22,610 |
| MIAMI INTL HLDGS INC | COM | 59356Q108 | — | 608 shares | $22,593 |
| PDF SOLUTIONS INC | COM | 693282105 | — | 319 shares | $22,582 |
| ASHLAND INC | COM | 044186104 | — | 342 shares | $22,534 |
| REPLIGEN CORP | COM | 759916109 | — | 165 shares | $22,513 |
| CHESAPEAKE UTILS CORP | COM | 165303108 | — | 183 shares | $22,414 |
| TOWNEBANK PORTSMOUTH VA | COM | 89214P109 | — | 618 shares | $22,396 |
| THE CIGNA GROUP | COM | 125523100 | — | 81 shares | $22,330 |
| HONEYWELL AEROSPACE INC | COM | 43849R105 | — | 101 shares | $22,329 |
| CENTURY ALUM CO | COM | 156431108 | — | 484 shares | $22,269 |
| TIDEWATER INC NEW | COM | 88642R109 | — | 334 shares | $22,254 |
| SEACOAST BKG CORP FLA | COM NEW | 811707801 | — | 669 shares | $22,244 |
| CHEMOURS CO | COM | 163851108 | — | 1,082 shares | $22,203 |
| CALIFORNIA WTR SVC GROUP | COM | 130788102 | — | 455 shares | $22,136 |
| NICOLET BANKSHARES INC | COM | 65406E102 | — | 133 shares | $21,997 |
| EDWARDS LIFESCIENCES CORP | COM | 28176E108 | — | 243 shares | $21,982 |
| PEABODY ENGR CORP | COM | 704551100 | — | 950 shares | $21,964 |
| ACADIA RLTY TR | COM SH BEN INT | 004239109 | — | 1,047 shares | $21,893 |
| CURBLINE PPTYS CORP | COM | 23128Q101 | — | 718 shares | $21,827 |
| GPGI INC | COM CL A | 20459V105 | — | 1,375 shares | $21,794 |
| ROCKWELL AUTOMATION INC | COM | 773903109 | — | 44 shares | $21,784 |
| TREVI THERAPEUTICS INC | COM | 89532M101 | — | 1,168 shares | $21,783 |
| NMI HLDGS INC | COM | 629209305 | — | 527 shares | $21,654 |
| GEN DIGITAL INC | COM | 668771108 | — | 869 shares | $21,629 |
| HAYWARD HLDGS INC | COM | 421298100 | — | 1,249 shares | $21,620 |
| PARK NATL CORP | COM | 700658107 | — | 118 shares | $21,593 |
| SYNOPSYS INC | COM | 871607107 | — | 48 shares | $21,411 |
| FASTENAL CO | COM | 311900104 | — | 445 shares | $21,373 |
| DYNEX CAP INC | COM | 26817Q886 | — | 1,628 shares | $21,343 |