Kemnay Advisory Services Inc.
Top Portfolio Positions
1,177 positions ·
$470,742,564 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| VNO |
Vornado Realty Trust
Real Estate
|
5,834,481 | $151,638,161 | 32.21% | |
| 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% |
Portfolio Trend
Holdings in BJRI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $103,685 | 2,954 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $63,158 | 1,603 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||