Fund Holdings — Kemnay Advisory Services Inc.

Total Portfolio Value
$622.32M
Total Bought
$84.29M
Total Sold
$63.09M
Net Transaction
+$21.20M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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ISHARES INC
MSCI JAPAN ETF
869,5001,139,610+270,11070,20396,22915.46%+26,025
ISHARES TR
MSCI INDIA ETF
0415,660+415,660019,4703.13%+19,470
FIDELITY NATL INFORMATION SV(FIS)636235,460+234,8244211,0451.77%+11,003
AMAZON COM INC(AMZN)79,78290,768+10,98618,41518,9043.04%+489
CLEAN HARBORS INC(CLH)0554+55401590.03%+159
GRANITE CONSTR INC(GVA)1101,312+1,202131570.03%+145
DICKS SPORTING GOODS INC(DKS)0722+72201430.02%+143
MANPOWERGROUP INC WIS(MAN)04,805+4,80501420.02%+142
TEXAS CAP BANCSHARES INC(TCBI)1061,581+1,475101500.02%+140
WOODWARD INC(WWD)0392+39201400.02%+140
JABIL INC(JBL)0510+51001350.02%+135
PIPER SANDLER COMPANIES(PIPR)01,752+1,75201340.02%+134
JOHNSON CONTROLS INTERNATION
SHS
3911,337+946471750.03%+128
KONTOOR BRANDS INC(KTB)1311,937+1,80681360.02%+128
CVS HEALTH CORP(CVS)4992,323+1,824401670.03%+127
LATTICE SEMICONDUCTOR CORP(LSCC)01,364+1,36401270.02%+127
FABRINET(FN)92316+224421650.03%+123
KODIAK GAS SVCS INC(KGS)02,077+2,07701210.02%+121
VERTIV HOLDINGS CO(VRT)150579+429241450.02%+121
JACOBS SOLUTIONS INC(J)761,023+947101300.02%+120
REVOLVE GROUP INC(RVLV)05,094+5,09401150.02%+115
BLUE BIRD CORP02,006+2,00601140.02%+114
ARCHROCK INC(AROC)4153,549+3,134111240.02%+113
WISDOMTREE INC(WT)07,661+7,66101120.02%+112
NATERA INC(NTRA)171752+581391500.02%+111
SEMTECH CORP(SMTC)2921,726+1,434221330.02%+111
VERICEL CORP(VCEL)03,439+3,43901110.02%+111
EVERUS CONSTR GROUP(ECG)0936+93601110.02%+111
ASTEC INDS INC02,051+2,05101100.02%+110
TJX COS INC NEW(TJX)7791,426+6471202280.04%+108
SIRIUSPOINT LTD(SPNT)04,927+4,92701060.02%+106
CARNIVAL CORP1,0385,212+4,174321350.02%+103
COMFORT SYS USA INC(FIX)3598+63331350.02%+102
ANIKA THERAPEUTICS INC06,869+6,86901000.02%+100
BREAD FINANCIAL HOLDINGS INC3801,703+1,323281280.02%+99
ARLO TECHNOLOGIES INC(ARLO)06,930+6,9300990.02%+99
OIL STS INTL INC(OIS)08,432+8,4320980.02%+98
CORECIVIC INC(CXW)05,164+5,1640980.02%+98
LIVERAMP HLDGS INC(RAMP)03,651+3,6510970.02%+97
MAGNOLIA OIL & GAS CORP(MGY)4453,340+2,895101050.02%+96
DANA INC(DAN)02,828+2,8280950.02%+95
BGC GROUP INC1,33110,745+9,414121050.02%+93
ENOVA INTL INC(ENVA)0681+6810930.01%+93
CROWDSTRIKE HLDGS INC(CRWD)97350+253451370.02%+91
AMALGAMATED FINANCIAL CORP02,272+2,2720880.01%+88
STERLING INFRASTRUCTURE INC(STRL)101291+190311190.02%+88
GRIFFON CORP(GFF)01,182+1,1820860.01%+86
LUMENTUM HLDGS INC(LITE)0113+1130790.01%+79
CAMDEN NATL CORP(CAC)01,634+1,6340780.01%+78
NEXTPOWER INC442960+518391160.02%+77
CREXENDO INC(CXDO)012,483+12,4830770.01%+77
CUSTOM TRUCK ONE SOURCE INC(CTOS)011,512+11,5120760.01%+76
MOOG INC(MOG-A)103333+23025970.02%+72
IRHYTHM HOLDINGS INC(IRTC)106756+65019890.01%+70
ASTRONICS CORP7981,680+882431120.02%+69
LEMONADE INC(LMND)2251,332+1,10716830.01%+67
DIODES INC(DIOD)0978+9780670.01%+67
HORIZON BANCORP IND(HBNC)04,016+4,0160670.01%+67
SMITH & WESSON BRANDS INC(SWBI)04,609+4,6090660.01%+66
GOLAR LNG LTD
SHS
2401,375+1,1359740.01%+65
PROFRAC HLDG CORP(ACDC)010,342+10,3420640.01%+64
AMERICAN SUPERCONDUCTOR CORP01,867+1,8670630.01%+63
HEALTHCARE SVCS GROUP INC(HCSG)03,364+3,3640620.01%+62
JACKSON FINANCIAL INC(JXN)206796+59022840.01%+62
BK TECHNOLOGIES CORPORATION(BKTI)0825+8250620.01%+62
PLEXUS CORP(PLXS)598736+138881490.02%+61
PALOMAR HLDGS INC(PLMR)0509+5090610.01%+61
ECHOSTAR CORP(ECHO)486968+482531130.02%+60
NEWMARK GROUP INC(NMRK)7844,870+4,08614730.01%+59
CHEFS WHSE INC(CHEF)1,0102,052+1,042631220.02%+59
BRIDGEBIO PHARMA INC(BBIO)5391,350+811411000.02%+59
VALLEY NATL BANCORP(VLY)1,7596,087+4,32821750.01%+54
PRAXIS PRECISION MEDICINES I(PRAX)61221+16018710.01%+53
PHIBRO ANIMAL HEALTH CORP(PAHC)0956+9560530.01%+53
FIRST BANCORP CORPORATION(FBP)02,458+2,4580530.01%+53
VITA COCO CO INC(COCO)01,088+1,0880520.01%+52
BANC OF CALIFORNIA INC(BANC)7513,758+3,00714660.01%+52
UPSTART HLDGS INC(UPST)2062,359+2,1539610.01%+52
HAYWARD HLDGS INC(HAYW)6,39111,215+4,824991500.02%+51
ALLIENT INC0848+8480500.01%+50
CUSTOMERS BANCORP INC(CUBB)1,4372,233+7961051550.02%+50
IMMUNOVANT INC(IMVT)4162,419+2,00311600.01%+50
NEUROPACE INC(NPCE)6534,522+3,86910590.01%+49
TRANSOCEAN LTD(RIG)07,396+7,3960490.01%+49
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
3951,116+721571050.02%+48
SM ENERGY COMPANY(SM)01,525+1,5250480.01%+48
VAXCYTE INC(PCVX)4601,180+72021690.01%+47
HONEYWELL INTL INC(HON)0207+2070470.01%+47
MODINE MFG CO(MOD)184324+14025700.01%+46
TERNS PHARMACEUTICALS INC0865+8650460.01%+46
ORTHOPEDIATRICS CORP(KIDS)02,859+2,8590450.01%+45
ADVANCED ENERGY INDS121219+9825710.01%+45
MYERS INDS INC(MYE)02,137+2,1370450.01%+45
POWELL INDS INC(POWL)2598+738530.01%+45
KRATOS DEFENSE & SEC SOLUTIO(KTOS)4921,149+65737810.01%+44
APPLIED OPTOELECTRONICS INC(AAOI)0516+5160440.01%+44
TG THERAPEUTICS INC(TGTX)1,7352,853+1,11852950.02%+43
BOX INC(BOX)4022,307+1,90512550.01%+43
TRUSTMARK CORP(TRMK)01,006+1,0060420.01%+42
EVERQUOTE INC(EVER)02,743+2,7430420.01%+42
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Kemnay Advisory Services Inc. — 13F Holdings — Q1 2026 | TickerTrail