Kemnay Advisory Services Inc.

CIK 0001555283 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Kemnay Advisory Services Inc. reported 1,169 positions worth $791.5M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VNO (29.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$791.5M
2026 Q2
Positions
1,169
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
74.7%
Est. Net Flow (Q)
2026 Q2
10 / 1169 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VNOVORNADO RLTY TRSH$229.3M28.97%5,834,481
2EWJISHARES INCSH$106.3M13.43%1,139,610
3TSMTAIWAN SEMICONDUCTOR MANUFACSH$51.6M6.52%108,077
4COINCOINBASE GLOBAL INCSH$43.1M5.45%295,121
5VVISA INCSH$27.9M3.52%81,262
6BRK-BBERKSHIRE HATHAWAY INC DELSH$27.9M3.52%55,690
7MAMASTERCARD INCORPORATEDSH$27.5M3.48%53,561
8AAPLAPPLE INCSH$27.4M3.46%94,671
9NVDANVIDIA CORPORATIONSH$25.6M3.23%127,745
10METAMETA PLATFORMS INCSH$25.0M3.16%44,425

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Kemnay Advisory Services Inc. hold as of Q2 2026?

Kemnay Advisory Services Inc. reported 1169 positions worth $791.5M in its Q2 2026 13F filing. Largest positions: VNO (29.0%), EWJ (13.4%), TSM (6.5%), COIN (5.5%) and V (3.5%).

What did Kemnay Advisory Services Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Kemnay Advisory Services Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.