Kemnay Advisory Services Inc.

data from 30/09/2025

Capitalization

$ 657.538 M 4.57 %

Average holding period

15 ans

Performance

$ 494.261 M 21 474.79 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in Kemnay Advisory Services Inc.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 VNO VORNADO RLTY TR 35.96% 236.472 M $ 5834481 2023/09/30 13.361 M $ 5.99 %
2025/09/30 EWJ ISHARES INC 10.61% 69.743 M $ 869500 2024/03/31 4.556 M $ 6.99 %
2025/09/30 COIN COINBASE GLOBAL INC 10.54% 69.287 M $ 205300 2021/06/30 -3.020 M $ -3.71 %
2025/09/30 TSM TAIWAN SEMICONDUCTOR MFG LTD 6.36% 41.807 M $ 149692 2024/03/31 8.625 M $ 23.31 %
2025/09/30 GOOG ALPHABET INC 3.05% 20.078 M $ 82439 2015/12/31 5.966 M $ 37.30 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 2.94% 19.362 M $ 39920 2024/06/30 3.176 M $ 19.62 %
2025/09/30 AAPL APPLE INC 2.86% 18.797 M $ 73822 2013/09/30 3.552 M $ 24.11 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 2.73% 17.921 M $ 35646 2023/09/30 500.971 K $ 3.49 %
2025/09/30 NVDA NVIDIA CORPORATION 2.62% 17.246 M $ 92432 2023/06/30 3.208 M $ 18.10 %
2025/09/30 V VISA INC 2.57% 16.915 M $ 49548 2022/03/31 -567.154 K $ -3.85 %
2025/09/30 MSFT MICROSOFT CORP 2.56% 16.812 M $ 32458 2014/06/30 691.129 K $ 4.13 %
2025/09/30 COF CAPITAL ONE FINL CORP 2.55% 16.739 M $ 78740 2025/09/30 0.000 $ 0.00 %
2025/09/30 AMZN AMAZON COM INC 2.47% 16.229 M $ 73914 2014/03/31 13.261 K $ 0.08 %
2025/09/30 META META PLATFORMS INC 2.41% 15.826 M $ 21550 2014/03/31 -88.609 K $ -0.50 %
2025/09/30 CSX CSX CORP 1.84% 12.081 M $ 340228 2023/09/30 979.856 K $ 8.83 %
2025/09/30 INTU INTUIT 1.75% 11.478 M $ 16808 2025/09/30 0.000 $ 0.00 %
2025/09/30 MELI MERCADOLIBRE INC 1.51% 9.904 M $ 4238 2020/06/30 -733.228 K $ -10.59 %
2025/09/30 DHR DANAHER CORPORATION 1.48% 9.752 M $ 49190 2024/06/30 28.632 K $ 0.36 %
2025/09/30 SOMNIGROUP INTERNATIONAL INC 1.15% 7.548 M $ 89505 2023/09/30 1.505 M $ 23.92 %
2025/09/30 OPAD OFFERPAD SOLUTIONS INC 0.87% 5.753 M $ 1379507 2023/06/30 4.497 M $ 358.24 %
2025/09/30 ORCL ORACLE CORP 0.75% 4.959 M $ 17633 2022/03/31 3.053 M $ 28.64 %
2025/09/30 JOBY JOBY AVIATION INC 0.43% 2.830 M $ 175321 2025/09/30 0.000 $ 0.00 %
2025/09/30 QCOM QUALCOMM INC 0.00% 0.000 $ 0 2021/12/31 0.000 $ 0.00 %
2025/09/30 SOFI SOFI TECHNOLOGIES INC 0.00% 0.000 $ 0 2025/03/31 0.000 $ 0.00 %
2025/09/30 MA MASTERCARD INCORPORATED 0.00% 0.000 $ 0 2023/12/31 0.000 $ 0.00 %
2025/09/30 NU NU HLDGS LTD 0.00% 0.000 $ 0 2024/12/31 0.000 $ 0.00 %