§ 13F · FUND PROFILE
Kemnay Advisory Services Inc..
AUM · $791M (13F)Positions · 1169Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$9M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VNO | VORNADO RLTY TR | 5.83M | $229M | 29.0% | ±0% |
| 2 | EWJ | ISHARES INC | 1.14M | $106M | 13.4% | ±0% |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 108K | $52M | 6.5% | +2% |
| 4 | COIN | COINBASE GLOBAL INC | 295K | $43M | 5.5% | ±0% |
| 5 | V | VISA INC | 81K | $28M | 3.5% | +43% |
| 6 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 56K | $28M | 3.5% | +51% |
| 7 | MA | MASTERCARD INCORPORATED | 54K | $28M | 3.5% | +20421% |
| 8 | AAPL | APPLE INC | 95K | $27M | 3.5% | +31% |
| 9 | NVDA | NVIDIA CORPORATION | 128K | $26M | 3.2% | +24% |
| 10 | META | META PLATFORMS INC | 44K | $25M | 3.2% | +54% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE KEMNAY SIGNAL
AC read
Kemnay Advisory Services Inc. is a Other fund managing $791 million in assets. The fund runs a massive portfolio of 1,169 positions.
Read the full dossier →