Kemnay Advisory Services Inc. 13F 持仓 · 2026年Q2
Kemnay Advisory Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,169 只证券，申报市值合计 7.91 亿美元。前几大持仓：VNO（28.97%）、EWJ（13.43%）、TSM（6.52%）。本季前 25 大持仓中：新建仓 1 只、增持 20 只、减持 2 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VNO | VORNADO RLTY TR | $229.3M | 28.97% | 5.8M | 持平 |
| 2 | EWJ | ISHARES INC | $106.3M | 13.43% | 1.1M | 持平 |
| 3 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $51.6M | 6.52% | 108,077 | 增持 |
| 4 | COIN | COINBASE GLOBAL INC | $43.1M | 5.45% | 295,121 | 减持 |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | $27.9M | 3.52% | 55,690 | 增持 |
| 6 | V | VISA INC | $27.9M | 3.52% | 81,262 | 增持 |
| 7 | MA | MASTERCARD INCORPORATED | $27.5M | 3.48% | 53,561 | 增持 |
| 8 | AAPL | APPLE INC | $27.4M | 3.46% | 94,671 | 增持 |
| 9 | NVDA | NVIDIA CORPORATION | $25.6M | 3.23% | 127,745 | 增持 |
| 10 | META | META PLATFORMS INC | $25.0M | 3.16% | 44,425 | 增持 |
| 11 | AMZN | AMAZON COM INC | $24.7M | 3.12% | 103,553 | 增持 |
| 12 | MSFT | MICROSOFT CORP | $24.6M | 3.11% | 65,970 | 增持 |
| 13 | GOOG | ALPHABET INC | $24.2M | 3.05% | 68,427 | 增持 |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | $19.0M | 2.40% | 37,955 | 增持 |
| 15 | MELI | MERCADOLIBRE INC | $14.4M | 1.81% | 8,463 | 增持 |
| 16 | FIS | FIDELITY NATL INFORMATION SV | $11.2M | 1.41% | 286,976 | 增持 |
| 17 | DHR | DANAHER CORP DEL | $10.4M | 1.31% | 54,382 | 增持 |
| 18 | GWRE | GUIDEWIRE SOFTWARE INC | $8.2M | 1.04% | 66,672 | 增持 |
| 19 | SGI | SOMNIGROUP INTERNATIONAL INC | $6.8M | 0.86% | 86,425 | 增持 |
| 20 | AS | AMER SPORTS INC | $3.6M | 0.46% | 106,447 | 增持 |
| 21 | OPAD | OFFERPAD SOLUTIONS INC | $966,827 | 0.12% | 195,714 | 新建仓 |
| 22 | GOOGL | ALPHABET INC | $698,301 | 0.09% | 1,954 | 增持 |
| 23 | AVGO | BROADCOM INC | $596,090 | 0.08% | 1,578 | 增持 |
| 24 | MU | MICRON TECHNOLOGY INC | $439,784 | 0.06% | 381 | 减持 |
| 25 | TSLA | TESLA INC | $474,857 | 0.06% | 1,129 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR