KA

Kemnay Advisory Services Inc.

13F
Kemnay Advisory Services Inc.
Last update 2025-02-16 24 Stocks (3 new)
Value $557.00 Mil Turnover 7 %
Countries:
Top Holdings: VNO(44.05%)EWJ(10.48%)COIN(10.36%)TMO(2.38%)AAPL(2.25%)
Summary Stock Picks Current Portfolio
Kemnay Advisory Services Inc. Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VNO 		Vornado Realty Trust
5,834,481
245,281.6
0%
44.050
0%
3.060
-14.88%
-14.96%
6,862.1
REITs
EWJ 		iShares MSCI Japan ETF
869,500
58,343.4
0%
10.480
0%
0.440
+3.34%
+5.47%
14,340.7
 
COIN 		Coinbase Global Inc
232,346
57,691.5
-9.38%
10.360
-0.78%
0.090
-29.65%
-15.57%
53,223.3
Capital Markets
TMO 		Thermo Fisher Scientific Inc
25,455
13,242.5
+58.08%
2.380
+0.87%
0.010
-26.13%
-18.38%
160,147.3
Medical Diagnostics & Research
AAPL 		Apple Inc
50,118
12,550.5
-12.98%
2.250
-0.32%
0.000
-5.96%
-16.34%
3,143,819.4
Hardware
GOOG 		Alphabet Inc
64,925
12,364.3
-18.17%
2.220
-0.44%
0.000
-18.75%
-13.86%
1,978,969.7
Interactive Media
AMZN 		Amazon.com Inc
55,492
12,174.4
-24.28%
2.190
-0.60%
0.000
-19.53%
-13.86%
2,005,630.7
Retail - Cyclical
META 		Meta Platforms Inc
20,222
11,840.2
-15.73%
2.130
-0.39%
0.000
-15.40%
-6.45%
1,381,555.5
Interactive Media
CRM 		Salesforce Inc
34,498
11,533.7
New Holding
2.070
+2.07%
0.000
-19.65%
-19.76%
257,403.9
Software
V 		Visa Inc
36,400
11,503.9
-25.19%
2.070
-0.61%
0.000
+1.68%
+6.23%
646,546.6
Credit Services

Kemnay Advisory Services Inc.'s Historical Top Holdings Breakdowns

Kemnay Advisory Services Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TSM 		Taiwan Semiconductor Manufacturing Co Ltd2024-12-31Reduce
-2.52%
●
175.8 ($193.87) 207.36
$165.10
-14.84%
Reduce -58.26%
57,382
-80,096
UBER 		Uber Technologies Inc2024-12-31Sold Out
-2.41%
●
59.93 ($71.36) 86.34
$77.75
8.95%
Sold Out
0
-177,268
CRM 		Salesforce Inc2024-12-31New Buy
+2.07%
●
279.48 ($319.91) 367.87
$267.85
-16.27%
New holding
34,498
34,498
MA 		Mastercard Inc2024-12-31New Buy
+2.04%
●
491.3 ($518.04) 536.15
$533.48
2.98%
New holding
21,575
21,575
CHTR 		Charter Communications Inc2024-12-31Sold Out
-1.60%
●
315.41 ($362.06) 408.02
$373.65
3.20%
Sold Out
0
-27,264
NU 		Nu Holdings Ltd2024-12-31New Buy
+1.24%
●
10.24 ($13.3) 15.89
$12.01
-9.70%
New holding
664,444
664,444
TMO 		Thermo Fisher Scientific Inc2024-12-31Add
+0.87%
●
501.29 ($548.8) 612.72
$424.24
-22.70%
Add 58.08%
25,455
9,352
COIN 		Coinbase Global Inc2024-12-31Reduce
-0.78%
●
163.1 ($255.27) 343.62
$209.64
-17.88%
Reduce -9.38%
232,346
-24,053
DHR 		Danaher Corp2024-12-31Add
+0.74%
●
226.16 ($245.3) 274.38
$197.14
-19.63%
Add 174.64%
28,365
18,037
QCOM 		Qualcomm Inc2024-12-31Reduce
-0.68%
●
150.4 ($163.68) 178.04
$148.56
-9.24%
Reduce -26.89%
59,794
-21,994

Kemnay Advisory Services Inc. Total Holding History ($B)

To

Kemnay Advisory Services Inc.'s Asset Allocation

To

Kemnay Advisory Services Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Kemnay Advisory Services Inc.'s Hypothetical Growth since 2024-12-31

Kemnay Advisory Services Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Kemnay Advisory Services Inc.'s Holdings Heat Map

Size field:

Kemnay Advisory Services Inc.'s Holdings Bubble Chart

Kemnay Advisory Services Inc. News

  • 1

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