Filed: 11/14/2024ACC: 0000950123-24-011526
📋 What this filing means
KEMNAY ADVISORY SERVICES INC. filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $552.17M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$552.17M
Total AUM (reported)
9.95M
Total Shares
Allocation by class
SH BEN INT$229.88M41.6%
COM$121.90M22.1%
COM CL A$64.66M11.7%
MSCI JPN ETF NEW$62.20M11.3%
SPONSORED ADS$23.88M4.3%
CL A$22.57M4.1%
CL B NEW$13.46M2.4%
Portfolio Concentration
Top 3$337.77M61.2%
4–10$105.43M19.1%
11–25$108.97M19.7%
Top 3 weight
61.2%
Top 10 weight
80.3%
Voting Authority Distribution
Total shares with voting rights: 9.95M
Sole
Full voting authority
9.95M
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)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
VORNADO RLTY TR
SOLEShares5.83M
TypeSH
Market value$229.88M
41.63%
Sole
5.83M
Shared
0.00
None
0.00
ISHARES MSCI JAPAN ETF (PCQ)
SOLEShares869.50K
TypeSH
Market value$62.20M
11.27%
Sole
869.50K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares256.40K
TypeSH
Market value$45.68M
8.27%
Sole
256.40K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares137.48K
TypeSH
Market value$23.88M
4.32%
Sole
137.48K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares81.79K
TypeSH
Market value$13.91M
2.52%
Sole
81.79K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares24K
TypeSH
Market value$13.74M
2.49%
Sole
24K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares73.29K
TypeSH
Market value$13.66M
2.47%
Sole
73.29K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares29.24K
TypeSH
Market value$13.46M
2.44%
Sole
29.24K
Shared
0.00
None
0.00
APPLE INC
SOLEShares57.59K
TypeSH
Market value$13.42M
2.43%
Sole
57.59K
Shared
0.00
None
0.00
VISA INC
SOLEShares48.66K
TypeSH
Market value$13.38M
2.42%
Sole
48.66K
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares177.27K
TypeSH
Market value$13.32M
2.41%
Sole
177.27K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares30.86K
TypeSH
Market value$13.28M
2.41%
Sole
30.86K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares79.35K
TypeSH
Market value$13.27M
2.40%
Sole
79.35K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares105.98K
TypeSH
Market value$12.87M
2.33%
Sole
105.98K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares16.10K
TypeSH
Market value$9.96M
1.80%
Sole
16.10K
Shared
0.00
None
0.00
CSX CORP
SOLEShares274.75K
TypeSH
Market value$9.49M
1.72%
Sole
274.75K
Shared
0.00
None
0.00
TEMPUR SEALY INTL INC
SOLEShares169.85K
TypeSH
Market value$9.27M
1.68%
Sole
169.85K
Shared
0.00
None
0.00
CHARTER COMMUNICATIONS INC N
SOLEShares27.26K
TypeSH
Market value$8.84M
1.60%
Sole
27.26K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares39.22K
TypeSH
Market value$6.68M
1.21%
Sole
39.22K
Shared
0.00
None
0.00
OFFERPAD SOLUTIONS INC
SOLEShares1.38M
TypeSH
Market value$5.60M
1.01%
Sole
1.38M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares1.54K
TypeSH
Market value$3.16M
0.57%
Sole
1.54K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares10.33K
TypeSH
Market value$2.87M
0.52%
Sole
10.33K
Shared
0.00
None
0.00
VACASA INC
SOLEShares126.49K
TypeSH
Market value$355.4K
0.06%
Sole
126.49K
Shared
0.00
None
0.00
NEBIUS GROUP 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 |
|---|---|---|---|---|---|---|---|
VORNADO RLTY TRSOLE | SH BEN INT | 5.83M | SH | $229.88M 41.63% | 5.83M | 0.00 | 0.00 |
ISHARES MSCI JAPAN ETF (PCQ)SOLE | MSCI JPN ETF NEW | 869.50K | SH | $62.20M 11.27% | 869.50K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 256.40K | SH | $45.68M 8.27% | 256.40K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 137.48K | SH | $23.88M 4.32% | 137.48K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 81.79K | SH | $13.91M 2.52% | 81.79K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 24K | SH | $13.74M 2.49% | 24K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 73.29K | SH | $13.66M 2.47% | 73.29K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 29.24K | SH | $13.46M 2.44% | 29.24K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 57.59K | SH | $13.42M 2.43% | 57.59K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 48.66K | SH | $13.38M 2.42% | 48.66K | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 177.27K | SH | $13.32M 2.41% | 177.27K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 30.86K | SH | $13.28M 2.41% | 30.86K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 79.35K | SH | $13.27M 2.40% | 79.35K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 105.98K | SH | $12.87M 2.33% | 105.98K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 16.10K | SH | $9.96M 1.80% | 16.10K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 274.75K | SH | $9.49M 1.72% | 274.75K | 0.00 | 0.00 |
TEMPUR SEALY INTL INCSOLE | COM | 169.85K | SH | $9.27M 1.68% | 169.85K | 0.00 | 0.00 |
CHARTER COMMUNICATIONS INC NSOLE | CL A | 27.26K | SH | $8.84M 1.60% | 27.26K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 39.22K | SH | $6.68M 1.21% | 39.22K | 0.00 | 0.00 |
OFFERPAD SOLUTIONS INCSOLE | COM CL A | 1.38M | SH | $5.60M 1.01% | 1.38M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 1.54K | SH | $3.16M 0.57% | 1.54K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 10.33K | SH | $2.87M 0.52% | 10.33K | 0.00 | 0.00 |
VACASA INCSOLE | CL A NEW | 126.49K | SH | $355.4K 0.06% | 126.49K | 0.00 | 0.00 |
NEBIUS GROUP N.V.SOLE | SHS CLASS A | 95.49K | SH | $0.00 <0.01% | 95.49K | 0.00 | 0.00 |