Kemnay Advisory Services Inc. Top Holdings and 13F Report (2025) About Kemnay Advisory Services Inc.Investment ActivityKemnay Advisory Services Inc. has $556.77 million in total holdings as of December 31, 2024.Kemnay Advisory Services Inc. owns shares of 24 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 7.19% of the portfolio was purchased this quarter.About 12.74% of the portfolio was sold this quarter.This quarter, Kemnay Advisory Services Inc. has purchased 24 new stocks and bought additional shares in 4 stocks.Kemnay Advisory Services Inc. sold shares of 13 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vornado Realty Trust $245,281,581iShares MSCI Japan ETF $58,343,450Coinbase Global $57,691,512Thermo Fisher Scientific $13,242,455Apple $12,550,550 Largest New Holdings this Quarter Salesforce $11,533,716 HoldingMastercard $11,360,748 HoldingNU $6,883,640 Holding Largest Purchases this Quarter Salesforce 34,498 shares (about $11.53M)Mastercard 21,575 shares (about $11.36M)NU 664,444 shares (about $6.88M)Thermo Fisher Scientific 9,352 shares (about $4.87M)Danaher 18,037 shares (about $4.14M) Largest Sales this Quarter Taiwan Semiconductor Manufacturing 80,096 shares (about $15.82M)Coinbase Global 24,053 shares (about $5.97M)Amazon.com 17,797 shares (about $3.90M)Visa 12,258 shares (about $3.87M)NVIDIA 26,390 shares (about $3.54M) 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$245,281,5810.0%5,834,48144.1%FinanceEWJiShares MSCI Japan ETF$58,343,4500.0%869,50010.5%ETFCOINCoinbase Global$57,691,512$5,972,360 ▼-9.4%232,34610.4%FinanceTMOThermo Fisher Scientific$13,242,455$4,865,191 ▲58.1%25,4552.4%MedicalAAPLApple$12,550,550$1,872,140 ▼-13.0%50,1182.3%Computer and TechnologyGOOGAlphabet$12,364,317$2,746,335 ▼-18.2%64,9252.2%Computer and TechnologyAMZNAmazon.com$12,174,390$3,904,484 ▼-24.3%55,4922.2%Retail/WholesaleMETAMeta Platforms$11,840,183$2,210,300 ▼-15.7%20,2222.1%Computer and TechnologyCRMSalesforce$11,533,716$11,533,716 ▲New Holding34,4982.1%Computer and TechnologyVVisa$11,503,856$3,874,018 ▼-25.2%36,4002.1%Business ServicesMSFTMicrosoft$11,443,304$1,566,294 ▼-12.0%27,1492.1%Computer and TechnologyMAMastercard$11,360,748$11,360,748 ▲New Holding21,5752.0%Business ServicesTSMTaiwan Semiconductor Manufacturing$11,332,371$15,818,159 ▼-58.3%57,3822.0%Computer and TechnologyBRK.BBerkshire Hathaway$10,877,360$2,375,640 ▼-17.9%23,9972.0%FinanceNVDANVIDIA$10,688,410$3,543,913 ▼-24.9%79,5921.9%Computer and TechnologyQCOMQUALCOMM$9,185,554$3,378,718 ▼-26.9%59,7941.6%Computer and TechnologyTPXTempur Sealy International$9,015,354$613,726 ▼-6.4%159,0291.6%Retail/WholesaleCSXCSX$8,927,463$61,313 ▲0.7%276,6491.6%TransportationNUNU$6,883,640$6,883,640 ▲New Holding664,4441.2%FinanceDHRDanaher$6,511,186$4,140,394 ▲174.6%28,3651.2%MedicalORCLOracle$5,654,595$881,692 ▼-13.5%33,9331.0%Computer and TechnologyOPADOfferpad Solutions$3,931,5950.0%1,379,5070.7%FinanceMELIMercadoLibre$3,810,686$1,190,308 ▲45.4%2,2410.7%Retail/WholesaleVACASA INC$619,8110.0%126,4920.1%CL A NEWUBERUber Technologies$0$13,323,463 ▼-100.0%00.0%Computer and TechnologyCHTRCharter Communications$0$8,835,717 ▼-100.0%00.0%Consumer DiscretionaryYNDXYandex$0-100.0%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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