Kemnay Advisory Services Inc.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CAPITAL ONE FINL CORP(COF) | 0 | 78,740 | +78,740 | 0 | 16,738,549 | 2.55% | +16,738,549 |
| VORNADO RLTY TR(VNO) | 5,834,481 | 5,834,481 | 0 | 223,110,553 | 236,471,515 | 35.96% | +13,360,962 |
| INTUIT(INTU) | 0 | 16,808 | +16,808 | 0 | 11,478,351 | 1.75% | +11,478,351 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 163,359 | 149,692 | -13,667 | 36,999,181 | 41,807,479 | 6.36% | +4,808,298 |
| ISHARES INC | 869,500 | 869,500 | 0 | 65,186,415 | 69,742,595 | 10.61% | +4,556,180 |
| OFFERPAD SOLUTIONS INC | 1,379,507 | 1,379,507 | 0 | 1,255,351 | 5,752,544 | 0.87% | +4,497,193 |
| ALPHABET INC(GOOG) | 90,179 | 82,439 | -7,740 | 15,996,853 | 20,078,018 | 3.05% | +4,081,165 |
| APPLE INC(AAPL) | 71,813 | 73,822 | +2,009 | 14,733,873 | 18,797,296 | 2.86% | +4,063,423 |
| BERKSHIRE HATHAWAY INC DEL | 29,521 | 35,646 | +6,125 | 14,340,416 | 17,920,670 | 2.73% | +3,580,254 |
| THERMO FISHER SCIENTIFIC INC(TMO) | 39,920 | 39,920 | 0 | 16,185,963 | 19,361,999 | 2.94% | +3,176,036 |
| MERCADOLIBRE INC(MELI) | 2,650 | 4,238 | +1,588 | 6,926,120 | 9,903,951 | 1.51% | +2,977,831 |
| JOBY AVIATION INC(JOBY) | 0 | 175,321 | +175,321 | 0 | 2,829,681 | 0.43% | +2,829,681 |
| VISA INC(V) | 41,489 | 49,548 | +8,059 | 14,730,670 | 16,914,696 | 2.57% | +2,184,026 |
| DANAHER CORPORATION(DHR) | 39,767 | 49,190 | +9,423 | 7,855,574 | 9,752,409 | 1.48% | +1,896,835 |
| SOMNIGROUP INTERNATIONAL INC(SGI) | 92,435 | 89,505 | -2,930 | 6,290,201 | 7,547,957 | 1.15% | +1,257,756 |
| CSX CORP(CSX) | 340,228 | 340,228 | 0 | 11,101,640 | 12,081,496 | 1.84% | +979,856 |
| MICROSOFT CORP(MSFT) | 33,648 | 32,458 | -1,190 | 16,736,852 | 16,811,621 | 2.56% | +74,769 |
| AMAZON COM INC(AMZN) | 73,673 | 73,914 | +241 | 16,163,119 | 16,229,297 | 2.47% | +66,178 |
| NVIDIA CORPORATION(NVDA) | 112,213 | 92,432 | -19,781 | 17,728,532 | 17,245,963 | 2.62% | -482,569 |
| META PLATFORMS INC(META) | 23,884 | 21,550 | -2,334 | 17,628,542 | 15,825,889 | 2.41% | -1,802,653 |
| QUALCOMM INC(QCOM) | 17,454 | 0 | -17,454 | 2,779,724 | 0 | — | -2,779,724 |
| ORACLE CORP(ORCL) | 48,767 | 17,633 | -31,134 | 10,661,929 | 4,959,105 | 0.75% | -5,702,824 |
| SOFI TECHNOLOGIES INC(SOFI) | 396,149 | 0 | -396,149 | 7,213,874 | 0 | — | -7,213,874 |
| NU HLDGS LTD(NU) | 664,444 | 0 | -664,444 | 9,116,172 | 0 | — | -9,116,172 |
| COINBASE GLOBAL INC(COIN) | 232,346 | 205,300 | -27,046 | 81,434,950 | 69,286,697 | 10.54% | -12,148,253 |
| MASTERCARD INCORPORATED(MA) | 25,990 | 0 | -25,990 | 14,604,821 | 0 | — | -14,604,821 |