Fund Holdings — Kemnay Advisory Services Inc.

Total Portfolio Value
$657.54M
Total Bought
$45.82M
Total Sold
$64.07M
Net Transaction
-$18.26M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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CAPITAL ONE FINL CORP(COF)078,740+78,740016,7392.55%+16,739
VORNADO RLTY TR(VNO)5,834,4815,834,4810223,111236,47235.96%+13,361
INTUIT(INTU)016,808+16,808011,4781.75%+11,478
TAIWAN SEMICONDUCTOR MFG LTD(TSM)163,359149,692-13,66736,99941,8076.36%+4,808
ISHARES INC
MSCI JAPAN ETF
869,500869,500065,18669,74310.61%+4,556
OFFERPAD SOLUTIONS INC(OPAD)1,379,5071,379,50701,2555,7530.87%+4,497
ALPHABET INC(GOOG)90,17982,439-7,74015,99720,0783.05%+4,081
APPLE INC(AAPL)71,81373,822+2,00914,73418,7972.86%+4,063
BERKSHIRE HATHAWAY INC DEL29,52135,646+6,12514,34017,9212.73%+3,580
THERMO FISHER SCIENTIFIC INC(TMO)39,92039,920016,18619,3622.94%+3,176
MERCADOLIBRE INC(MELI)2,6504,238+1,5886,9269,9041.51%+2,978
JOBY AVIATION INC(JOBY)0175,321+175,32102,8300.43%+2,830
VISA INC(V)41,48949,548+8,05914,73116,9152.57%+2,184
DANAHER CORPORATION(DHR)39,76749,190+9,4237,8569,7521.48%+1,897
SOMNIGROUP INTERNATIONAL INC(SGI)92,43589,505-2,9306,2907,5481.15%+1,258
CSX CORP(CSX)340,228340,228011,10212,0811.84%+980
MICROSOFT CORP(MSFT)33,64832,458-1,19016,73716,8122.56%+75
AMAZON COM INC(AMZN)73,67373,914+24116,16316,2292.47%+66
NVIDIA CORPORATION(NVDA)112,21392,432-19,78117,72917,2462.62%-483
META PLATFORMS INC(META)23,88421,550-2,33417,62915,8262.41%-1,803
QUALCOMM INC(QCOM)17,4540-17,4542,7800—-2,780
ORACLE CORP(ORCL)48,76717,633-31,13410,6624,9590.75%-5,703
SOFI TECHNOLOGIES INC(SOFI)396,1490-396,1497,2140—-7,214
NU HLDGS LTD(NU)664,4440-664,4449,1160—-9,116
COINBASE GLOBAL INC(COIN)232,346205,300-27,04681,43569,28710.54%-12,148
MASTERCARD INCORPORATED(MA)25,9900-25,99014,6050—-14,605
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Kemnay Advisory Services Inc. — 13F Holdings — Q3 2025 | TickerTrail