Filed: 11/14/2022ACC: 0000950123-22-011777
📋 What this filing means
KEMNAY ADVISORY SERVICES INC. filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $311.3K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$311.3K
Total AUM (reported)
9.53M
Total Shares
Allocation by class
COM$177.2K56.9%
COM CL A$35.2K11.3%
CL A$27.9K9.0%
SPON ADR NEW$15.6K5.0%
CL B NEW$15.0K4.8%
CAP STK CL C$13.5K4.3%
COM NEW$10.3K3.3%
Portfolio Concentration
Top 3$58.0K18.6%
4–10$103.7K33.3%
11–25$132.3K42.5%
Rest$17.4K5.6%
Top 3 weight
18.6%
Top 10 weight
51.9%
Voting Authority Distribution
Total shares with voting rights: 9.53M
Sole
Full voting authority
9.53M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole34
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings34
Rows:
MICROSOFT CORP
SOLEShares87.59K
TypeSH
Market value$20.4K
6.55%
Sole
87.59K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares176.84K
TypeSH
Market value$20.0K
6.42%
Sole
176.84K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares273.43K
TypeSH
Market value$17.6K
5.66%
Sole
273.43K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares117.55K
TypeSH
Market value$15.8K
5.07%
Sole
117.55K
Shared
0.00
None
0.00
RAYTHEON TECHNOLOGIES CORP
SOLEShares192.32K
TypeSH
Market value$15.7K
5.06%
Sole
192.32K
Shared
0.00
None
0.00
UNILEVER PLC
SOLEShares356.23K
TypeSH
Market value$15.6K
5.02%
Sole
356.23K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares56.19K
TypeSH
Market value$15.0K
4.82%
Sole
56.19K
Shared
0.00
None
0.00
VISA INC
SOLEShares79.75K
TypeSH
Market value$14.2K
4.55%
Sole
79.75K
Shared
0.00
None
0.00
APPLE INC
SOLEShares99.25K
TypeSH
Market value$13.7K
4.41%
Sole
99.25K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares48.01K
TypeSH
Market value$13.7K
4.38%
Sole
48.01K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares140.01K
TypeSH
Market value$13.5K
4.32%
Sole
140.01K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares34.61K
TypeSH
Market value$13.1K
4.20%
Sole
34.61K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares95.72K
TypeSH
Market value$13.0K
4.17%
Sole
95.72K
Shared
0.00
None
0.00
AMERICAN EXPRESS CO
SOLEShares95.79K
TypeSH
Market value$12.9K
4.15%
Sole
95.79K
Shared
0.00
None
0.00
BK OF AMERICA CORP
SOLEShares403.69K
TypeSH
Market value$12.2K
3.92%
Sole
403.69K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO
SOLEShares106.63K
TypeSH
Market value$11.1K
3.58%
Sole
106.63K
Shared
0.00
None
0.00
GENERAL ELECTRIC CO
SOLEShares166.29K
TypeSH
Market value$10.3K
3.31%
Sole
166.29K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares11.33K
TypeSH
Market value$9.4K
3.01%
Sole
11.33K
Shared
0.00
None
0.00
VACASA INC
SOLEShares2.53M
TypeSH
Market value$7.8K
2.49%
Sole
2.53M
Shared
0.00
None
0.00
INTEL CORP
SOLEShares285.57K
TypeSH
Market value$7.4K
2.36%
Sole
285.57K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares61.19K
TypeSH
Market value$6.9K
2.22%
Sole
61.19K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares77.01K
TypeSH
Market value$4.7K
1.51%
Sole
77.01K
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares56.23K
TypeSH
Market value$3.5K
1.11%
Sole
56.23K
Shared
0.00
None
0.00
OFFERPAD SOLUTIONS INC
SOLEShares2.84M
TypeSH
Market value$3.4K
1.10%
Sole
2.84M
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares38.91K
TypeSH
Market value$3.2K
1.02%
Sole
38.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 87.59K | SH | $20.4K 6.55% | 87.59K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 176.84K | SH | $20.0K 6.42% | 176.84K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 273.43K | SH | $17.6K 5.66% | 273.43K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 117.55K | SH | $15.8K 5.07% | 117.55K | 0.00 | 0.00 |
RAYTHEON TECHNOLOGIES CORPSOLE | COM | 192.32K | SH | $15.7K 5.06% | 192.32K | 0.00 | 0.00 |
UNILEVER PLCSOLE | SPON ADR NEW | 356.23K | SH | $15.6K 5.02% | 356.23K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 56.19K | SH | $15.0K 4.82% | 56.19K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 79.75K | SH | $14.2K 4.55% | 79.75K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 99.25K | SH | $13.7K 4.41% | 99.25K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 48.01K | SH | $13.7K 4.38% | 48.01K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 140.01K | SH | $13.5K 4.32% | 140.01K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 34.61K | SH | $13.1K 4.20% | 34.61K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 95.72K | SH | $13.0K 4.17% | 95.72K | 0.00 | 0.00 |
AMERICAN EXPRESS COSOLE | COM | 95.79K | SH | $12.9K 4.15% | 95.79K | 0.00 | 0.00 |
BK OF AMERICA CORPSOLE | COM | 403.69K | SH | $12.2K 3.92% | 403.69K | 0.00 | 0.00 |
JPMORGAN CHASE & COSOLE | COM | 106.63K | SH | $11.1K 3.58% | 106.63K | 0.00 | 0.00 |
GENERAL ELECTRIC COSOLE | COM NEW | 166.29K | SH | $10.3K 3.31% | 166.29K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 11.33K | SH | $9.4K 3.01% | 11.33K | 0.00 | 0.00 |
VACASA INCSOLE | CLASS A COM | 2.53M | SH | $7.8K 2.49% | 2.53M | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 285.57K | SH | $7.4K 2.36% | 285.57K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 61.19K | SH | $6.9K 2.22% | 61.19K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 77.01K | SH | $4.7K 1.51% | 77.01K | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 56.23K | SH | $3.5K 1.11% | 56.23K | 0.00 | 0.00 |
OFFERPAD SOLUTIONS INCSOLE | COM CL A | 2.84M | SH | $3.4K 1.10% | 2.84M | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 38.91K | SH | $3.2K 1.02% | 38.91K | 0.00 | 0.00 |
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