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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) |
|---|---|---|---|---|---|
| MBX BIOSCIENCES INC | COM | 55287L101 | — | 321 shares | $17,719 |
| MARZETTI COMPANY | COM | 513847103 | — | 155 shares | $17,695 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 83 shares | $17,686 |
| CRANE NXT CO | COM | 224441105 | — | 344 shares | $17,599 |
| TAYSHA GENE THERAPIES INC | COM SHS | 877619106 | — | 2,582 shares | $17,583 |
| NBT BANCORP INC | COM | 628778102 | — | 356 shares | $17,576 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 116 shares | $17,554 |
| HCA HEALTHCARE INC | COM | 40412C101 | — | 45 shares | $17,545 |
| VIRIDIAN THERAPEUTICS INC | COM | 92790C104 | — | 955 shares | $17,543 |
| FIFTH THIRD BANCORP | COM | 316773100 | — | 311 shares | $17,531 |
| HUB GROUP INC | CL A | 443320106 | — | 400 shares | $17,516 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 | — | 50 shares | $17,504 |
| HAWAIIAN ELEC INDS INC MTN B | COM | 419870100 | — | 1,293 shares | $17,494 |
| NEWELL BRANDS INC | COM | 651229106 | — | 2,848 shares | $17,487 |
| WAYSTAR HLDG CORP | COM | 946784105 | — | 851 shares | $17,471 |
| AMERIPRISE FINL INC | COM | 03076C106 | — | 38 shares | $17,433 |
| GUARDANT HEALTH INC | COM | 40131M109 | — | 116 shares | $17,403 |
| IDEXX LABS INC | COM | 45168D104 | — | 33 shares | $17,373 |
| MONTE ROSA THERAPEUTICS INC | COM | 61225M102 | — | 715 shares | $17,303 |
| DIAMONDROCK HOSPITALITY CO | COM | 252784301 | — | 1,420 shares | $17,296 |
| RED ROCK RESORTS INC | CL A | 75700L108 | — | 265 shares | $17,241 |
| SYNDAX PHARMACEUTICALS INC | COM | 87164F105 | — | 787 shares | $17,204 |
| STONECO LTD | COM CL A | G85158106 | — | 1,586 shares | $17,192 |
| INFLEQTION INC | COM SHS | 45676K103 | — | 1,289 shares | $17,169 |
| DOORDASH INC | CL A | 25809K105 | — | 93 shares | $17,161 |
| CONSOLIDATED EDISON INC | COM | 209115104 | — | 155 shares | $17,148 |
| HENRY JACK & ASSOC INC | COM | 426281101 | — | 124 shares | $17,080 |
| COHEN & STEERS INC | COM | 19247A100 | — | 224 shares | $17,055 |
| PUBLIC SVC ENTERPRISE GROUP | COM | 744573106 | — | 210 shares | $17,044 |
| ADMA BIOLOGICS INC | COM | 000899104 | — | 2,027 shares | $16,966 |
| FIRST BUSEY CORP | COM NEW | 319383204 | — | 573 shares | $16,904 |
| ARMOUR RESIDENTIAL REIT INC | COM SHS | 042315705 | — | 968 shares | $16,892 |
| ALNYLAM PHARMACEUTICALS INC | COM | 02043Q107 | — | 56 shares | $16,858 |
| MSCI INC | COM | 55354G100 | — | 30 shares | $16,801 |
| SS&C TECH HLDGS | COM | 78467J100 | — | 270 shares | $16,754 |
| BIOHAVEN LTD | COM | G1110E107 | — | 1,125 shares | $16,740 |
| NASDAQ INC | COM | 631103108 | — | 212 shares | $16,710 |
| CIENA CORP | COM NEW | 171779309 | — | 34 shares | $16,679 |
| AMYLYX PHARMACEUTICALS INC | COM | 03237H101 | — | 928 shares | $16,667 |
| DATADOG INC | CL A COM | 23804L103 | — | 64 shares | $16,663 |
| PHOTRONICS INC | COM | 719405102 | — | 511 shares | $16,623 |
| CARGURUS INC | COM CL A | 141788109 | — | 484 shares | $16,500 |
| MINERALS TECHNOLOGIES INC | COM | 603158106 | — | 223 shares | $16,495 |
| GREEN BRICK PARTNERS INC | COM | 392709101 | — | 206 shares | $16,488 |
| BANK OF N T BUTTERFIELD & SO | SHS NEW | G0772R208 | — | 277 shares | $16,482 |
| NOVAGOLD RESOURCES INC | COM NEW | 66987E206 | — | 2,760 shares | $16,477 |
| BANCORP INC DEL | COM | 05969A105 | — | 263 shares | $16,474 |
| DNOW INC | COM | 67011P100 | — | 1,267 shares | $16,433 |
| HILTON GRAND VACATIONS INC | COM | 43283X105 | — | 313 shares | $16,392 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | — | 69 shares | $16,376 |
| NATIONAL ENERGY SERVICES REU | SHS | G6375R107 | — | 547 shares | $16,372 |
| MILLICOM INTL CELLULAR S A | COM STK | L6388F110 | — | 180 shares | $16,337 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 | — | 138 shares | $16,327 |
| ESTABLISHMENT LABS HLDGS INC | COM | G31249108 | — | 190 shares | $16,304 |
| HINGE HEALTH INC | CL A | 433313103 | — | 196 shares | $16,268 |
| NU HLDGS LTD | ORD SHS CL A | G6683N103 | — | 1,215 shares | $16,232 |
| ENTERPRISE FINL SVCS CORP | COM | 293712105 | — | 246 shares | $16,206 |
| DELTA AIR LINES INC | COM NEW | 247361702 | — | 173 shares | $16,203 |
| WABTEC | COM | 929740108 | — | 60 shares | $16,176 |
| NORTHERN OIL & GAS INC | COM | 665531307 | — | 890 shares | $16,154 |
| HARMONY BIOSCIENCES HLDGS IN | COM | 413197104 | — | 443 shares | $16,130 |
| MINERALYS THERAPEUTICS INC | COM | 603170101 | — | 597 shares | $16,107 |
| NORTHWEST NAT HLDG CO | COM | 66765N105 | — | 328 shares | $16,092 |
| PELOTON INTERACTIVE INC | CL A COM | 70614W100 | — | 2,721 shares | $16,081 |
| ANDERSONS INC | COM | 034164103 | — | 235 shares | $16,074 |
| CLEANSPARK INC | COM NEW | 18452B209 | — | 1,103 shares | $16,049 |
| AURINIA PHARMACEUTICALS INC | COM | 05156V102 | — | 945 shares | $16,037 |
| NATERA INC | COM | 632307104 | — | 59 shares | $16,016 |
| TRANSMEDICS GROUP INC | COM | 89377M109 | — | 241 shares | $16,007 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 137 shares | $15,997 |
| NETSTREIT CORP | COM | 64119V303 | — | 757 shares | $15,995 |
| BROOKDALE SR LIVING INC | COM | 112463104 | — | 994 shares | $15,993 |
| REVOLUTION MEDICINES INC | COM | 76155X100 | — | 85 shares | $15,919 |
| BLUE BIRD CORP | COM | 095306106 | — | 201 shares | $15,871 |
| PRUDENTIAL FINL INC | COM | 744320102 | — | 146 shares | $15,758 |
| API GROUP CORP | COM STK | 00187Y100 | — | 371 shares | $15,712 |
| DENTSPLY SIRONA INC | COM | 24906P109 | — | 1,479 shares | $15,692 |
| HEARTFLOW INC | COM | 42238D107 | — | 534 shares | $15,668 |
| INTERPARFUMS INC | COM | 458334109 | — | 140 shares | $15,660 |
| PG&E CORP | COM | 69331C108 | — | 928 shares | $15,609 |
| CENTENE CORP DEL | COM | 15135B101 | — | 243 shares | $15,598 |
| AXOGEN INC | COM | 05463X106 | — | 336 shares | $15,520 |
| ARCHER DANIELS MIDLAND CO | COM | 039483102 | — | 202 shares | $15,433 |
| BIPC UN Equity | CL A SUB VTG SH | 113006100 | — | 517 shares | $15,432 |
| PITNEY BOWES INC | COM | 724479100 | — | 880 shares | $15,418 |
| BANNER CORP | COM NEW | 06652V208 | — | 232 shares | $15,414 |
| WEBULL CORP | ORD SHS | G9572D103 | — | 2,359 shares | $15,381 |
| GETTY RLTY CORP NEW | COM | 374297109 | — | 461 shares | $15,379 |
| KIMBERLY-CLARK CORP | COM | 494368103 | — | 140 shares | $15,368 |
| UNIVERSAL TECHNICAL INST INC | COM | 913915104 | — | 358 shares | $15,312 |
| DIAMONDBACK ENERGY INC | COM | 25278X109 | — | 87 shares | $15,293 |
| SKYWARD SPECIALTY INS GROUP | COM | 830940102 | — | 262 shares | $15,288 |
| HARTFORD INSURANCE GROUP INC | COM | 416515104 | — | 115 shares | $15,240 |
| NAVAN INC | CL A | 639193101 | — | 666 shares | $15,231 |
| CALIX INC | COM | 13100M509 | — | 408 shares | $15,227 |
| LTC PPTYS INC | COM | 502175102 | — | 395 shares | $15,188 |
| HORACE MANN EDUCATORS CORP N | COM | 440327104 | — | 294 shares | $15,185 |
| GLOBAL NET LEASE INC | COM NEW | 379378201 | — | 1,685 shares | $15,064 |
| INTEST CORP | COM | 461147100 | — | 822 shares | $14,936 |
| OCCIDENTAL PETE CORP | COM | 674599105 | — | 307 shares | $14,911 |