Filed: 2/14/2025ACC: 0000950123-25-002359
📋 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 $556.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$556.77M
Total AUM (reported)
10.16M
Total Shares
Allocation by class
SH BEN INT$245.28M44.1%
COM$114.74M20.6%
COM CL A$73.13M13.1%
MSCI JPN ETF NEW$58.34M10.5%
CL A$23.20M4.2%
CAP STK CL C$12.36M2.2%
SPONSORED ADS$11.33M2.0%
Portfolio Concentration
Top 3$361.32M64.9%
4–10$85.21M15.3%
11–25$110.24M19.8%
Top 3 weight
64.9%
Top 10 weight
80.2%
Voting Authority Distribution
Total shares with voting rights: 10.16M
Sole
Full voting authority
10.16M
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$245.28M
44.05%
Sole
5.83M
Shared
0.00
None
0.00
ISHARES MSCI JAPAN ETF (PCQ)
SOLEShares869.50K
TypeSH
Market value$58.34M
10.48%
Sole
869.50K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares232.35K
TypeSH
Market value$57.69M
10.36%
Sole
232.35K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares25.45K
TypeSH
Market value$13.24M
2.38%
Sole
25.45K
Shared
0.00
None
0.00
APPLE INC
SOLEShares50.12K
TypeSH
Market value$12.55M
2.25%
Sole
50.12K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares64.92K
TypeSH
Market value$12.36M
2.22%
Sole
64.92K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares55.49K
TypeSH
Market value$12.17M
2.19%
Sole
55.49K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares20.22K
TypeSH
Market value$11.84M
2.13%
Sole
20.22K
Shared
0.00
None
0.00
SALESFORCE INC
SOLEShares34.50K
TypeSH
Market value$11.53M
2.07%
Sole
34.50K
Shared
0.00
None
0.00
VISA INC
SOLEShares36.40K
TypeSH
Market value$11.50M
2.07%
Sole
36.40K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares27.15K
TypeSH
Market value$11.44M
2.06%
Sole
27.15K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares21.57K
TypeSH
Market value$11.36M
2.04%
Sole
21.57K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares57.38K
TypeSH
Market value$11.33M
2.04%
Sole
57.38K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares24K
TypeSH
Market value$10.88M
1.95%
Sole
24K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares79.59K
TypeSH
Market value$10.69M
1.92%
Sole
79.59K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares59.79K
TypeSH
Market value$9.19M
1.65%
Sole
59.79K
Shared
0.00
None
0.00
TEMPUR SEALY INTL INC
SOLEShares159.03K
TypeSH
Market value$9.02M
1.62%
Sole
159.03K
Shared
0.00
None
0.00
CSX CORP
SOLEShares276.65K
TypeSH
Market value$8.93M
1.60%
Sole
276.65K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares664.44K
TypeSH
Market value$6.88M
1.24%
Sole
664.44K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares28.36K
TypeSH
Market value$6.51M
1.17%
Sole
28.36K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares33.93K
TypeSH
Market value$5.65M
1.02%
Sole
33.93K
Shared
0.00
None
0.00
OFFERPAD SOLUTIONS INC
SOLEShares1.38M
TypeSH
Market value$3.93M
0.71%
Sole
1.38M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares2.24K
TypeSH
Market value$3.81M
0.68%
Sole
2.24K
Shared
0.00
None
0.00
VACASA INC
SOLEShares126.49K
TypeSH
Market value$619.8K
0.11%
Sole
126.49K
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 | $245.28M 44.05% | 5.83M | 0.00 | 0.00 |
ISHARES MSCI JAPAN ETF (PCQ)SOLE | MSCI JPN ETF NEW | 869.50K | SH | $58.34M 10.48% | 869.50K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 232.35K | SH | $57.69M 10.36% | 232.35K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 25.45K | SH | $13.24M 2.38% | 25.45K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 50.12K | SH | $12.55M 2.25% | 50.12K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 64.92K | SH | $12.36M 2.22% | 64.92K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 55.49K | SH | $12.17M 2.19% | 55.49K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 20.22K | SH | $11.84M 2.13% | 20.22K | 0.00 | 0.00 |
SALESFORCE INCSOLE | COM | 34.50K | SH | $11.53M 2.07% | 34.50K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 36.40K | SH | $11.50M 2.07% | 36.40K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 27.15K | SH | $11.44M 2.06% | 27.15K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 21.57K | SH | $11.36M 2.04% | 21.57K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 57.38K | SH | $11.33M 2.04% | 57.38K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 24K | SH | $10.88M 1.95% | 24K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 79.59K | SH | $10.69M 1.92% | 79.59K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 59.79K | SH | $9.19M 1.65% | 59.79K | 0.00 | 0.00 |
TEMPUR SEALY INTL INCSOLE | COM | 159.03K | SH | $9.02M 1.62% | 159.03K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 276.65K | SH | $8.93M 1.60% | 276.65K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 664.44K | SH | $6.88M 1.24% | 664.44K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 28.36K | SH | $6.51M 1.17% | 28.36K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 33.93K | SH | $5.65M 1.02% | 33.93K | 0.00 | 0.00 |
OFFERPAD SOLUTIONS INCSOLE | COM CL A | 1.38M | SH | $3.93M 0.71% | 1.38M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 2.24K | SH | $3.81M 0.68% | 2.24K | 0.00 | 0.00 |
VACASA INCSOLE | CL A NEW | 126.49K | SH | $619.8K 0.11% | 126.49K | 0.00 | 0.00 |