Kemnay Advisory Services Inc.
Top Portfolio Positions
1,175 positions ·
$470,532,605 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| VNO |
Vornado Realty Trust
Real Estate
|
5,834,481 | $151,638,161 | 32.23% |
| COIN |
Coinbase Global, Inc.
Financial Services
|
295,187 | $51,542,602 | 10.95% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
106,083 | $35,850,749 | 7.62% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
90,768 | $18,904,251 | 4.02% |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
37,596 | $18,479,561 | 3.93% |
| AAPL |
Apple Inc.
Technology
|
72,536 | $18,408,911 | 3.91% |
| NVDA |
Nvidia Corp
Technology
|
102,652 | $17,902,508 | 3.80% |
| MSFT |
Microsoft Corp
Technology
|
47,345 | $17,525,698 | 3.72% |
| V |
Visa Inc.
Financial Services
|
56,960 | $17,215,590 | 3.66% |
| SPY |
Spdr S&P 500 Etf Trust
|
26,286 | $17,094,837 | 3.63% |
Holdings in ACDC
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $64,120 | 10,342 | Shares | Sole | 2026-05-15 | |
| No quarters match your search. | ||||||