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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) |
|---|---|---|---|---|---|
| PUBLIC STORAGE | COM | 74460D109 | — | 67 shares | $21,327 |
| KAISER ALUMINIUM CORPORATION | COM PAR $0.01 | 483007704 | — | 109 shares | $21,324 |
| MERCURY GENL CORP NEW | COM | 589400100 | — | 200 shares | $21,324 |
| XENIA HOTELS & RESORTS INC | COM | 984017103 | — | 1,046 shares | $21,297 |
| URBAN EDGE PPTYS | COM | 91704F104 | — | 930 shares | $21,278 |
| EQUIFAX INC | COM | 294429105 | — | 134 shares | $21,268 |
| ARCBEST CORP | COM | 03937C105 | — | 148 shares | $21,244 |
| MADISON SQUARE GARDEN ENTMT | COM CL A | 558256103 | — | 262 shares | $21,193 |
| NEKTAR THERAPEUTICS | COM NEW | 640268306 | — | 303 shares | $21,152 |
| XCEL ENERGY INC | COM | 98389B100 | — | 263 shares | $21,119 |
| QUALYS INC | COM | 74758T303 | — | 153 shares | $21,036 |
| CHENIERE ENERGY INC | COM NEW | 16411R208 | — | 88 shares | $21,033 |
| EBAY INC. | COM | 278642103 | — | 187 shares | $20,897 |
| VARONIS SYS INC | COM | 922280102 | — | 498 shares | $20,896 |
| CBOE GLOBAL MKTS INC | COM | 12503M108 | — | 86 shares | $20,870 |
| NETSCOUT SYS INC | COM | 64115T104 | — | 479 shares | $20,860 |
| BLACKSTONE MORTGAGE TRUST IN | COM CL A | 09257W100 | — | 1,226 shares | $20,781 |
| CENTURI HOLDINGS INC | COM SHS | 155923105 | — | 687 shares | $20,775 |
| CUSHMAN AND WAKEFIELD LTD | COMMON SHARES | G2717C106 | — | 1,550 shares | $20,755 |
| GULFPORT ENERGY CORP | COMMON SHARES | 402635502 | — | 122 shares | $20,703 |
| DANA INC | COM | 235825205 | — | 758 shares | $20,625 |
| VERSIGENT PLC | ORDINARY SHARES | G9600F104 | — | 490 shares | $20,585 |
| MCGRATH RENTCORP | COM | 580589109 | — | 170 shares | $20,575 |
| MICROCHIP TECHNOLOGY INC. | COM | 595017104 | — | 225 shares | $20,520 |
| FOUR CORNERS PPTY TR INC | COM | 35086T109 | — | 833 shares | $20,450 |
| IMMUNOME INC | COM | 45257U108 | — | 964 shares | $20,427 |
| INTELLIA THERAPEUTICS INC | COM | 45826J105 | — | 1,206 shares | $20,406 |
| PATRICK INDS INC | COM | 703343103 | — | 227 shares | $20,380 |
| BOOT BARN HLDGS INC | COM | 099406100 | — | 124 shares | $20,369 |
| PAR PAC HOLDINGS INC | COM NEW | 69888T207 | — | 363 shares | $20,357 |
| INVENTRUST PPTYS CORP | COM NEW | 46124J201 | — | 575 shares | $20,355 |
| PHINIA INC | COMMON STOCK | 71880K101 | — | 247 shares | $20,345 |
| HAWKINS INC | COM | 420261109 | — | 143 shares | $20,320 |
| PARK HOTELS & RESORTS INC | COM | 700517105 | — | 1,425 shares | $20,306 |
| NUCOR CORP | COM | 670346105 | — | 91 shares | $20,270 |
| VIAVI SOLUTIONS INC | COM | 925550105 | — | 424 shares | $20,246 |
| UNITI GROUP LLC | COM SHS | 912932100 | — | 1,763 shares | $20,222 |
| VISTRA CORP | COM | 92840M102 | — | 127 shares | $20,146 |
| EXELON CORP | COM | 30161N101 | — | 432 shares | $20,140 |
| MAXIMUS INC | COM | 577933104 | — | 374 shares | $20,106 |
| HNI CORP | COM | 404251100 | — | 496 shares | $20,043 |
| PRESTIGE CONSMR HEALTHCARE I | COM | 74112D101 | — | 424 shares | $20,042 |
| DEVON ENERGY CORP NEW | COM | 25179M103 | — | 484 shares | $19,999 |
| PAYCOM SOFTWARE INC | COM | 70432V102 | — | 159 shares | $19,983 |
| WAFD INC | COM | 938824109 | — | 520 shares | $19,952 |
| CARRIER GLOBAL CORPORATION | COM | 14448C104 | — | 271 shares | $19,878 |
| EXPONENT INC | COM | 30214U102 | — | 338 shares | $19,861 |
| PENNYMAC FINL SVCS INC NEW | COM | 70932M107 | — | 228 shares | $19,859 |
| ARAMARK | COM | 03852U106 | — | 349 shares | $19,858 |
| CORECIVIC INC | COM | 21871N101 | — | 652 shares | $19,808 |
| AGIOS PHARMACEUTICALS INC | COM | 00847X104 | — | 533 shares | $19,780 |
| DISC MEDICINE INC | COM | 254604101 | — | 269 shares | $19,675 |
| SERVICETITAN INC | SHS CL A | 81764X103 | — | 278 shares | $19,657 |
| ROGERS CORP | COM | 775133101 | — | 120 shares | $19,648 |
| RADNET INC | COM | 750491102 | — | 318 shares | $19,611 |
| FB FINL CORP | COM | 30257X104 | — | 352 shares | $19,483 |
| VISTEON CORP | COM NEW | 92839U206 | — | 195 shares | $19,346 |
| HELIOS TECHNOLOGIES INC | COM | 42328H109 | — | 216 shares | $19,278 |
| DHT HOLDINGS INC | SHS NEW | Y2065G121 | — | 1,165 shares | $19,257 |
| TRUEBLUE INC | COM | 89785X101 | — | 2,760 shares | $19,237 |
| HARLEY DAVIDSON INC | COM | 412822108 | — | 782 shares | $19,128 |
| METLIFE INC | COM | 59156R108 | — | 226 shares | $19,122 |
| ADOBE INC | COM | 00724F101 | — | 93 shares | $19,067 |
| ONESPAWORLD HOLDINGS LIMITED | COM | P73684113 | — | 673 shares | $19,006 |
| FIRST MERCHANTS CORP | COM | 320817109 | — | 435 shares | $19,005 |
| ALIGNMENT HEALTHCARE INC | COM | 01625V104 | — | 792 shares | $18,858 |
| NORTHROP GRUMMAN CORP | COM | 666807102 | — | 37 shares | $18,844 |
| H2O AMERICA | COM | 784305104 | — | 310 shares | $18,839 |
| TAKE-TWO INTERACTIVE SOFTWAR | COM | 874054109 | — | 75 shares | $18,749 |
| ATLANTA BRAVES HLDGS INC | COM SER C | 047726302 | — | 361 shares | $18,736 |
| LIFE360 INC | COM | 532206109 | — | 338 shares | $18,712 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 14 shares | $18,649 |
| BOISE CASCADE CO DEL | COM | 09739D100 | — | 239 shares | $18,554 |
| DIGI INTL INC | COM | 253798102 | — | 247 shares | $18,513 |
| STATE STR CORP | COM | 857477103 | — | 109 shares | $18,486 |
| ATKORE INC | COM | 047649108 | — | 243 shares | $18,478 |
| VISTANCE NETWORKS INC | COM | 20337X109 | — | 1,433 shares | $18,314 |
| WESCO INTL INC | COM | 95082P105 | — | 53 shares | $18,308 |
| OCULAR THERAPEUTIX INC | COM | 67576A100 | — | 1,863 shares | $18,295 |
| INGEVITY CORP | COM | 45688C107 | — | 245 shares | $18,294 |
| BLOCK H & R INC | COM | 093671105 | — | 480 shares | $18,278 |
| UNITED NAT FOODS INC | COM | 911163103 | — | 400 shares | $18,268 |
| KENNAMETAL INC | COM | 489170100 | — | 521 shares | $18,261 |
| FIRST BANCORP N C | COM | 318910106 | — | 285 shares | $18,220 |
| LCI INDS | COM | 50189K103 | — | 172 shares | $18,211 |
| SEADRILL LTD | COM | G7997W102 | — | 480 shares | $18,154 |
| NVENT ELEC PLC | SHS | G6700G107 | — | 107 shares | $18,148 |
| WERNER ENTERPRISES INC | COM | 950755108 | — | 416 shares | $18,142 |
| CHEESECAKE FACTORY INC | COM | 163072101 | — | 227 shares | $18,056 |
| FASTLY INC | CL A | 31188V100 | — | 983 shares | $18,048 |
| ARTISAN PARTNERS ASSET MGMT | CL A | 04316A108 | — | 520 shares | $17,956 |
| SIRIUSPOINT LTD | COM | G8192H106 | — | 748 shares | $17,952 |
| VENTAS INC | COM | 92276F100 | — | 202 shares | $17,938 |
| ABM INDS INC | COM | 000957100 | — | 405 shares | $17,917 |
| TRUSTMARK CORP | COM | 898402102 | — | 389 shares | $17,898 |
| ALLEGIANT TRAVEL CO | COM | 01748X102 | — | 152 shares | $17,875 |
| ROYAL CARIBBEAN GROUP | COM | V7780T103 | — | 56 shares | $17,782 |
| BANCFIRST CORP | COM | 05945F103 | — | 160 shares | $17,781 |
| STOKE THERAPEUTICS INC | COM | 86150R107 | — | 543 shares | $17,767 |
| BEACON FINANCIAL CORP. | COM | 084680107 | — | 583 shares | $17,752 |