Filed: 2/14/2023ACC: 0000950123-23-002280
📋 What this filing means
KEMNAY ADVISORY SERVICES INC. filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $198.83M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$198.83M
Total AUM (reported)
8.02M
Total Shares
Allocation by class
COM$103.31M52.0%
CL A$35.50M17.9%
COM CL A$25.66M12.9%
CL B NEW$14.81M7.4%
CAP STK CL C$13.36M6.7%
CLASS A COM$3.19M1.6%
SPONSORED ADR$3.00M1.5%
Portfolio Concentration
Top 3$54.14M27.2%
4–10$96.78M48.7%
11–25$47.91M24.1%
Top 3 weight
27.2%
Top 10 weight
75.9%
Voting Authority Distribution
Total shares with voting rights: 8.02M
Sole
Full voting authority
8.02M
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)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
MICROSOFT CORP
SOLEShares90.02K
TypeSH
Market value$21.59M
10.86%
Sole
90.02K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares206.53K
TypeSH
Market value$17.35M
8.73%
Sole
206.53K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares126.33K
TypeSH
Market value$15.20M
7.65%
Sole
126.33K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares43.17K
TypeSH
Market value$15.01M
7.55%
Sole
43.17K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares47.94K
TypeSH
Market value$14.81M
7.45%
Sole
47.94K
Shared
0.00
None
0.00
VISA INC
SOLEShares70.65K
TypeSH
Market value$14.68M
7.38%
Sole
70.65K
Shared
0.00
None
0.00
T-MOBILE US INC
SOLEShares102.48K
TypeSH
Market value$14.35M
7.22%
Sole
102.48K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares150.58K
TypeSH
Market value$13.36M
6.72%
Sole
150.58K
Shared
0.00
None
0.00
APPLE INC
SOLEShares98.23K
TypeSH
Market value$12.76M
6.42%
Sole
98.23K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares477.62K
TypeSH
Market value$11.81M
5.94%
Sole
477.62K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares273.43K
TypeSH
Market value$9.68M
4.87%
Sole
273.43K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares66.97K
TypeSH
Market value$7.36M
3.70%
Sole
66.97K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares77.01K
TypeSH
Market value$6.29M
3.17%
Sole
77.01K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares6.28K
TypeSH
Market value$5.31M
2.67%
Sole
6.28K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares15.60K
TypeSH
Market value$5.29M
2.66%
Sole
15.60K
Shared
0.00
None
0.00
VACASA INC
SOLEShares2.53M
TypeSH
Market value$3.19M
1.60%
Sole
2.53M
Shared
0.00
None
0.00
NOKIA CORP
SOLEShares645.65K
TypeSH
Market value$3.00M
1.51%
Sole
645.65K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares16.62K
TypeSH
Market value$2.20M
1.11%
Sole
16.62K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares19.51K
TypeSH
Market value$1.90M
0.96%
Sole
19.51K
Shared
0.00
None
0.00
NXP SEMICONDUCTORS N V
SOLEShares11.21K
TypeSH
Market value$1.77M
0.89%
Sole
11.21K
Shared
0.00
None
0.00
OFFERPAD SOLUTIONS INC
SOLEShares2.84M
TypeSH
Market value$1.31M
0.66%
Sole
2.84M
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares12.11K
TypeSH
Market value$605.0K
0.30%
Sole
12.11K
Shared
0.00
None
0.00
YANDEX N V
SOLEShares95.49K
TypeSH
Market value$0.00
<0.01%
Sole
95.49K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 90.02K | SH | $21.59M 10.86% | 90.02K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 206.53K | SH | $17.35M 8.73% | 206.53K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 126.33K | SH | $15.20M 7.65% | 126.33K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 43.17K | SH | $15.01M 7.55% | 43.17K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 47.94K | SH | $14.81M 7.45% | 47.94K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 70.65K | SH | $14.68M 7.38% | 70.65K | 0.00 | 0.00 |
T-MOBILE US INCSOLE | COM | 102.48K | SH | $14.35M 7.22% | 102.48K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 150.58K | SH | $13.36M 6.72% | 150.58K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 98.23K | SH | $12.76M 6.42% | 98.23K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 477.62K | SH | $11.81M 5.94% | 477.62K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 273.43K | SH | $9.68M 4.87% | 273.43K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 66.97K | SH | $7.36M 3.70% | 66.97K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 77.01K | SH | $6.29M 3.17% | 77.01K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 6.28K | SH | $5.31M 2.67% | 6.28K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 15.60K | SH | $5.29M 2.66% | 15.60K | 0.00 | 0.00 |
VACASA INCSOLE | CLASS A COM | 2.53M | SH | $3.19M 1.60% | 2.53M | 0.00 | 0.00 |
NOKIA CORPSOLE | SPONSORED ADR | 645.65K | SH | $3.00M 1.51% | 645.65K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 16.62K | SH | $2.20M 1.11% | 16.62K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 19.51K | SH | $1.90M 0.96% | 19.51K | 0.00 | 0.00 |
NXP SEMICONDUCTORS N VSOLE | COM | 11.21K | SH | $1.77M 0.89% | 11.21K | 0.00 | 0.00 |
OFFERPAD SOLUTIONS INCSOLE | COM CL A | 2.84M | SH | $1.31M 0.66% | 2.84M | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 12.11K | SH | $605.0K 0.30% | 12.11K | 0.00 | 0.00 |
YANDEX N VSOLE | SHS CLASS A | 95.49K | SH | $0.00 <0.01% | 95.49K | 0.00 | 0.00 |