Filed: 8/14/2025ACC: 0000950123-25-008090
📋 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 $628.78M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$628.78M
Total AUM (reported)
10.62M
Total Shares
Allocation by class
SH BEN INT$223.11M35.5%
COM$134.38M21.4%
COM CL A$97.42M15.5%
MSCI JPN ETF NEW$65.19M10.4%
SPONSORED ADS$37.00M5.9%
CL A$32.23M5.1%
CAP STK CL C$16.00M2.5%
Portfolio Concentration
Top 3$369.73M58.8%
4–10$137.44M21.9%
11–25$121.61M19.3%
Top 3 weight
58.8%
Top 10 weight
80.7%
Voting Authority Distribution
Total shares with voting rights: 10.62M
Sole
Full voting authority
10.62M
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:
VORNADO RLTY TR
SOLEShares5.83M
TypeSH
Market value$223.11M
35.48%
Sole
5.83M
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares232.35K
TypeSH
Market value$81.43M
12.95%
Sole
232.35K
Shared
0.00
None
0.00
ISHARES INC
SOLEShares869.50K
TypeSH
Market value$65.19M
10.37%
Sole
869.50K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares163.36K
TypeSH
Market value$37.00M
5.88%
Sole
163.36K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares112.21K
TypeSH
Market value$17.73M
2.82%
Sole
112.21K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares23.88K
TypeSH
Market value$17.63M
2.80%
Sole
23.88K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares33.65K
TypeSH
Market value$16.74M
2.66%
Sole
33.65K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares39.92K
TypeSH
Market value$16.19M
2.57%
Sole
39.92K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares73.67K
TypeSH
Market value$16.16M
2.57%
Sole
73.67K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares90.18K
TypeSH
Market value$16.00M
2.54%
Sole
90.18K
Shared
0.00
None
0.00
APPLE INC
SOLEShares71.81K
TypeSH
Market value$14.73M
2.34%
Sole
71.81K
Shared
0.00
None
0.00
VISA INC
SOLEShares41.49K
TypeSH
Market value$14.73M
2.34%
Sole
41.49K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares25.99K
TypeSH
Market value$14.60M
2.32%
Sole
25.99K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares29.52K
TypeSH
Market value$14.34M
2.28%
Sole
29.52K
Shared
0.00
None
0.00
CSX CORP
SOLEShares340.23K
TypeSH
Market value$11.10M
1.77%
Sole
340.23K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares48.77K
TypeSH
Market value$10.66M
1.70%
Sole
48.77K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares664.44K
TypeSH
Market value$9.12M
1.45%
Sole
664.44K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares39.77K
TypeSH
Market value$7.86M
1.25%
Sole
39.77K
Shared
0.00
None
0.00
SOFI TECHNOLOGIES INC
SOLEShares396.15K
TypeSH
Market value$7.21M
1.15%
Sole
396.15K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares2.65K
TypeSH
Market value$6.93M
1.10%
Sole
2.65K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares92.44K
TypeSH
Market value$6.29M
1.00%
Sole
92.44K
Shared
0.00
None
0.00
QUALCOMM INC
SOLEShares17.45K
TypeSH
Market value$2.78M
0.44%
Sole
17.45K
Shared
0.00
None
0.00
OFFERPAD SOLUTIONS INC
SOLEShares1.38M
TypeSH
Market value$1.26M
0.20%
Sole
1.38M
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 | $223.11M 35.48% | 5.83M | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 232.35K | SH | $81.43M 12.95% | 232.35K | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI JPN ETF NEW | 869.50K | SH | $65.19M 10.37% | 869.50K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 163.36K | SH | $37.00M 5.88% | 163.36K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 112.21K | SH | $17.73M 2.82% | 112.21K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 23.88K | SH | $17.63M 2.80% | 23.88K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 33.65K | SH | $16.74M 2.66% | 33.65K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 39.92K | SH | $16.19M 2.57% | 39.92K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 73.67K | SH | $16.16M 2.57% | 73.67K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 90.18K | SH | $16.00M 2.54% | 90.18K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 71.81K | SH | $14.73M 2.34% | 71.81K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 41.49K | SH | $14.73M 2.34% | 41.49K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 25.99K | SH | $14.60M 2.32% | 25.99K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 29.52K | SH | $14.34M 2.28% | 29.52K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 340.23K | SH | $11.10M 1.77% | 340.23K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 48.77K | SH | $10.66M 1.70% | 48.77K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 664.44K | SH | $9.12M 1.45% | 664.44K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 39.77K | SH | $7.86M 1.25% | 39.77K | 0.00 | 0.00 |
SOFI TECHNOLOGIES INCSOLE | COM | 396.15K | SH | $7.21M 1.15% | 396.15K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 2.65K | SH | $6.93M 1.10% | 2.65K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 92.44K | SH | $6.29M 1.00% | 92.44K | 0.00 | 0.00 |
QUALCOMM INCSOLE | COM | 17.45K | SH | $2.78M 0.44% | 17.45K | 0.00 | 0.00 |
OFFERPAD SOLUTIONS INCSOLE | COM CL A | 1.38M | SH | $1.26M 0.20% | 1.38M | 0.00 | 0.00 |