Kemnay Advisory Services Inc. Top Holdings and 13F Report (2024) About Kemnay Advisory Services Inc.Investment ActivityKemnay Advisory Services Inc. has $552.17 million in total holdings as of September 30, 2024.Kemnay Advisory Services Inc. owns shares of 24 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 7.68% of the portfolio was purchased this quarter.About 8.04% of the portfolio was sold this quarter.This quarter, Kemnay Advisory Services Inc. has purchased 25 new stocks and bought additional shares in 9 stocks.Kemnay Advisory Services Inc. sold shares of 8 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vornado Realty Trust $229,878,551iShares MSCI Japan ETF $62,204,030Coinbase Global $45,682,610Taiwan Semiconductor Manufacturing $23,875,804QUALCOMM $13,908,049 Largest New Holdings this Quarter Uber Technologies $13,323,463 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 89,629 shares (about $15.57M)Uber Technologies 177,268 shares (about $13.32M)Thermo Fisher Scientific 8,406 shares (about $5.20M)QUALCOMM 12,124 shares (about $2.06M)Tempur Sealy International 34,124 shares (about $1.86M) Largest Sales this Quarter Charter Communications 28,017 shares (about $9.08M)NVIDIA 26,068 shares (about $3.17M)Coinbase Global 17,032 shares (about $3.03M)Apple 8,232 shares (about $1.92M)Oracle 9,568 shares (about $1.63M) Sector Allocation Over TimeMap of 500 Largest Holdings ofKemnay Advisory Services Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVNOVornado Realty Trust$229,878,5510.0%5,834,48141.6%FinanceEWJiShares MSCI Japan ETF$62,204,0300.0%869,50011.3%ETFCOINCoinbase Global$45,682,610$3,034,591 ▼-6.2%256,3998.3%Business ServicesTSMTaiwan Semiconductor Manufacturing$23,875,804$15,565,868 ▲187.3%137,4784.3%Computer and TechnologyQCOMQUALCOMM$13,908,049$2,061,686 ▲17.4%81,7882.5%Computer and TechnologyMETAMeta Platforms$13,736,843$1,117,403 ▼-7.5%23,9972.5%Computer and TechnologyAMZNAmazon.com$13,655,939$1,144,811 ▲9.2%73,2892.5%Retail/WholesaleBRK.BBerkshire Hathaway$13,457,082$394,903 ▼-2.9%29,2382.4%FinanceAAPLApple$13,419,402$1,918,056 ▼-12.5%57,5942.4%Computer and TechnologyVVisa$13,378,517$1,177,886 ▲9.7%48,6582.4%Business ServicesUBERUber Technologies$13,323,463$13,323,463 ▲New Holding177,2682.4%Computer and TechnologyMSFTMicrosoft$13,281,210$578,323 ▲4.6%30,8652.4%Computer and TechnologyGOOGAlphabet$13,265,858$1,355,075 ▲11.4%79,3462.4%Computer and TechnologyNVDANVIDIA$12,870,454$3,165,698 ▼-19.7%105,9822.3%Computer and TechnologyTMOThermo Fisher Scientific$9,960,833$5,199,700 ▲109.2%16,1031.8%MedicalCSXCSX$9,487,083$117,402 ▲1.3%274,7491.7%TransportationTPXTempur Sealy International$9,274,083$1,863,170 ▲25.1%169,8551.7%Retail/WholesaleCHTRCharter Communications$8,835,717$9,079,749 ▼-50.7%27,2641.6%Consumer DiscretionaryORCLOracle$6,683,770$1,630,387 ▼-19.6%39,2241.2%Computer and TechnologyOPADOfferpad Solutions$5,600,7980.0%1,379,5071.0%FinanceMELIMercadoLibre$3,162,070$853,615 ▼-21.3%1,5410.6%Retail/WholesaleDHRDanaher$2,871,3910.0%10,3280.5%Multi-Sector ConglomeratesVACASA INC$355,4430.0%126,4920.1%CL A NEWYNDXYandex$00.0%95,4880.0%Computer and TechnologyMAMastercard$0$12,023,375 ▼-100.0%00.0%Business ServicesCRMSalesforce$0$11,169,710 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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