Filed: 5/15/2025ACC: 0000950123-25-005522
📋 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 $531.64M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$531.64M
Total AUM (reported)
10.52M
Total Shares
Allocation by class
SH BEN INT$215.82M40.6%
COM$107.26M20.2%
MSCI JPN ETF NEW$59.61M11.2%
COM CL A$57.57M10.8%
CL A$27.43M5.2%
SPONSORED ADS$26.38M5.0%
CL B NEW$17.07M3.2%
Portfolio Concentration
Top 3$315.45M59.3%
4–10$117.87M22.2%
11–25$98.32M18.5%
Top 3 weight
59.3%
Top 10 weight
81.5%
Voting Authority Distribution
Total shares with voting rights: 10.52M
Sole
Full voting authority
10.52M
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$215.82M
40.59%
Sole
5.83M
Shared
0.00
None
0.00
ISHARES MSCI JAPAN ETF (PCQ)
SOLEShares869.50K
TypeSH
Market value$59.61M
11.21%
Sole
869.50K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares232.35K
TypeSH
Market value$40.02M
7.53%
Sole
232.35K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares158.91K
TypeSH
Market value$26.38M
4.96%
Sole
158.91K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares32.06K
TypeSH
Market value$17.07M
3.21%
Sole
32.06K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares33.86K
TypeSH
Market value$16.85M
3.17%
Sole
33.86K
Shared
0.00
None
0.00
VISA INC
SOLEShares43.54K
TypeSH
Market value$15.26M
2.87%
Sole
43.54K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares27.35K
TypeSH
Market value$14.99M
2.82%
Sole
27.35K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares37.81K
TypeSH
Market value$14.19M
2.67%
Sole
37.81K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares68.98K
TypeSH
Market value$13.12M
2.47%
Sole
68.98K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares83.30K
TypeSH
Market value$13.01M
2.45%
Sole
83.30K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares21.58K
TypeSH
Market value$12.44M
2.34%
Sole
21.58K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares110.36K
TypeSH
Market value$11.96M
2.25%
Sole
110.36K
Shared
0.00
None
0.00
CSX CORP
SOLEShares336.82K
TypeSH
Market value$9.91M
1.86%
Sole
336.82K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares161.64K
TypeSH
Market value$9.68M
1.82%
Sole
161.64K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares56.45K
TypeSH
Market value$7.89M
1.48%
Sole
56.45K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares37.12K
TypeSH
Market value$7.61M
1.43%
Sole
37.12K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares44.54K
TypeSH
Market value$6.84M
1.29%
Sole
44.54K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares664.44K
TypeSH
Market value$6.80M
1.28%
Sole
664.44K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares2.62K
TypeSH
Market value$5.12M
0.96%
Sole
2.62K
Shared
0.00
None
0.00
APPLE INC
SOLEShares63.23K
TypeSH
Market value$2.99M
0.56%
Sole
63.23K
Shared
0.00
None
0.00
OFFERPAD SOLUTIONS INC
SOLEShares1.38M
TypeSH
Market value$2.29M
0.43%
Sole
1.38M
Shared
0.00
None
0.00
SOFI TECHNOLOGIES INC
SOLEShares94.36K
TypeSH
Market value$1.10M
0.21%
Sole
94.36K
Shared
0.00
None
0.00
VACASA INC
SOLEShares126.49K
TypeSH
Market value$680.5K
0.13%
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 | $215.82M 40.59% | 5.83M | 0.00 | 0.00 |
ISHARES MSCI JAPAN ETF (PCQ)SOLE | MSCI JPN ETF NEW | 869.50K | SH | $59.61M 11.21% | 869.50K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 232.35K | SH | $40.02M 7.53% | 232.35K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 158.91K | SH | $26.38M 4.96% | 158.91K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 32.06K | SH | $17.07M 3.21% | 32.06K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 33.86K | SH | $16.85M 3.17% | 33.86K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 43.54K | SH | $15.26M 2.87% | 43.54K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 27.35K | SH | $14.99M 2.82% | 27.35K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 37.81K | SH | $14.19M 2.67% | 37.81K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 68.98K | SH | $13.12M 2.47% | 68.98K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 83.30K | SH | $13.01M 2.45% | 83.30K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 21.58K | SH | $12.44M 2.34% | 21.58K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 110.36K | SH | $11.96M 2.25% | 110.36K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 336.82K | SH | $9.91M 1.86% | 336.82K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 161.64K | SH | $9.68M 1.82% | 161.64K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 56.45K | SH | $7.89M 1.48% | 56.45K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 37.12K | SH | $7.61M 1.43% | 37.12K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 44.54K | SH | $6.84M 1.29% | 44.54K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 664.44K | SH | $6.80M 1.28% | 664.44K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 2.62K | SH | $5.12M 0.96% | 2.62K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 63.23K | SH | $2.99M 0.56% | 63.23K | 0.00 | 0.00 |
OFFERPAD SOLUTIONS INCSOLE | COM CL A | 1.38M | SH | $2.29M 0.43% | 1.38M | 0.00 | 0.00 |
SOFI TECHNOLOGIES INCSOLE | COM | 94.36K | SH | $1.10M 0.21% | 94.36K | 0.00 | 0.00 |
VACASA INCSOLE | CL A NEW | 126.49K | SH | $680.5K 0.13% | 126.49K | 0.00 | 0.00 |