Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Kemnay Advisory Services Inc. (CIK 1555283) reported $791.5M across 1,169 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VNO ($229.3M, 28.97%), EWJ ($106.3M, 13.43%), TSM ($51.6M, 6.52%), COIN ($43.1M, 5.45%), BRKB ($27.9M, 3.52%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VNO | VORNADO RLTY TR | $229.3M | 28.97% | 5.8M | Hold |
| 2 | EWJ | ISHARES INC | $106.3M | 13.43% | 1.1M | Hold |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $51.6M | 6.52% | 108,077 | Added |
| 4 | COIN | COINBASE GLOBAL INC | $43.1M | 5.45% | 295,121 | Trimmed |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | $27.9M | 3.52% | 55,690 | Added |
| 6 | V | VISA INC | $27.9M | 3.52% | 81,262 | Added |
| 7 | MA | MASTERCARD INCORPORATED | $27.5M | 3.48% | 53,561 | Added |
| 8 | AAPL | APPLE INC | $27.4M | 3.46% | 94,671 | Added |
| 9 | NVDA | NVIDIA CORPORATION | $25.6M | 3.23% | 127,745 | Added |
| 10 | META | META PLATFORMS INC | $25.0M | 3.16% | 44,425 | Added |
| 11 | AMZN | AMAZON COM INC | $24.7M | 3.12% | 103,553 | Added |
| 12 | MSFT | MICROSOFT CORP | $24.6M | 3.11% | 65,970 | Added |
| 13 | GOOG | ALPHABET INC | $24.2M | 3.05% | 68,427 | Added |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | $19.0M | 2.40% | 37,955 | Added |
| 15 | MELI | MERCADOLIBRE INC | $14.4M | 1.81% | 8,463 | Added |
| 16 | FIS | FIDELITY NATL INFORMATION SV | $11.2M | 1.41% | 286,976 | Added |
| 17 | DHR | DANAHER CORP DEL | $10.4M | 1.31% | 54,382 | Added |
| 18 | GWRE | GUIDEWIRE SOFTWARE INC | $8.2M | 1.04% | 66,672 | Added |
| 19 | SGI | SOMNIGROUP INTERNATIONAL INC | $6.8M | 0.86% | 86,425 | Added |
| 20 | AS | AMER SPORTS INC | $3.6M | 0.46% | 106,447 | Added |
| 21 | OPAD | OFFERPAD SOLUTIONS INC | $966,827 | 0.12% | 195,714 | New |
| 22 | GOOGL | ALPHABET INC | $698,301 | 0.09% | 1,954 | Added |
| 23 | AVGO | BROADCOM INC | $596,090 | 0.08% | 1,578 | Added |
| 24 | TSLA | TESLA INC | $474,857 | 0.06% | 1,129 | Added |
| 25 | MU | MICRON TECHNOLOGY INC | $439,784 | 0.06% | 381 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30