Kemnay Advisory Services Inc.
Top Portfolio Positions
756 positions ·
$549,611,981 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| VNO |
Vornado Realty Trust
Real Estate
|
5,834,481 | $194,171,527 | 35.33% |
| COIN |
Coinbase Global, Inc.
Financial Services
|
295,210 | $66,758,789 | 12.15% |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
127,911 | $38,870,873 | 7.07% |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
40,150 | $23,264,917 | 4.23% |
| META |
Meta Platforms, Inc.
Communication Services
|
30,242 | $19,962,441 | 3.63% |
| V |
Visa Inc.
Financial Services
|
55,140 | $19,338,149 | 3.52% |
| AAPL |
Apple Inc.
Technology
|
71,109 | $19,331,692 | 3.52% |
| NVDA |
Nvidia Corp
Technology
|
102,682 | $19,150,193 | 3.48% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
79,782 | $18,415,281 | 3.35% |
| SPY |
Spdr S&P 500 Etf Trust
|
26,698 | $18,205,900 | 3.31% |
Portfolio Trend
Holdings in RM
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $8,796 | 227 | Shares | Sole | 2026-02-17 | |
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