Filed: 11/13/2025ACC: 0001193125-25-278728
📋 What this filing means
KEMNAY ADVISORY SERVICES INC. filed this quarterly 13F‑HR report disclosing 22 equity positions with a total reported market value of $657.54M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
22
Positions
$657.54M
Total AUM (reported)
9.71M
Total Shares
Allocation by class
SH BEN INT$236.47M36.0%
COM$160.91M24.5%
COM CL A$91.95M14.0%
MSCI JPN ETF NEW$69.74M10.6%
SPONSORED ADS$41.81M6.4%
CAP STK CL C$20.08M3.1%
CL B NEW$17.92M2.7%
Portfolio Concentration
Top 3$375.50M57.1%
4–10$152.13M23.1%
11–25$129.91M19.8%
Top 3 weight
57.1%
Top 10 weight
80.2%
Voting Authority Distribution
Total shares with voting rights: 9.71M
Sole
Full voting authority
9.71M
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)
Sole22
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings22
Rows:
VORNADO RLTY TR
SOLEShares5.83M
TypeSH
Market value$236.47M
35.96%
Sole
5.83M
Shared
0.00
None
0.00
ISHARES INC
SOLEShares869.50K
TypeSH
Market value$69.74M
10.61%
Sole
869.50K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares205.30K
TypeSH
Market value$69.29M
10.54%
Sole
205.30K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares149.69K
TypeSH
Market value$41.81M
6.36%
Sole
149.69K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares82.44K
TypeSH
Market value$20.08M
3.05%
Sole
82.44K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares39.92K
TypeSH
Market value$19.36M
2.94%
Sole
39.92K
Shared
0.00
None
0.00
APPLE INC
SOLEShares73.82K
TypeSH
Market value$18.80M
2.86%
Sole
73.82K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares35.65K
TypeSH
Market value$17.92M
2.73%
Sole
35.65K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares92.43K
TypeSH
Market value$17.25M
2.62%
Sole
92.43K
Shared
0.00
None
0.00
VISA INC
SOLEShares49.55K
TypeSH
Market value$16.91M
2.57%
Sole
49.55K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares32.46K
TypeSH
Market value$16.81M
2.56%
Sole
32.46K
Shared
0.00
None
0.00
CAPITAL ONE FINL CORP
SOLEShares78.74K
TypeSH
Market value$16.74M
2.55%
Sole
78.74K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares73.91K
TypeSH
Market value$16.23M
2.47%
Sole
73.91K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares21.55K
TypeSH
Market value$15.83M
2.41%
Sole
21.55K
Shared
0.00
None
0.00
CSX CORP
SOLEShares340.23K
TypeSH
Market value$12.08M
1.84%
Sole
340.23K
Shared
0.00
None
0.00
INTUIT
SOLEShares16.81K
TypeSH
Market value$11.48M
1.75%
Sole
16.81K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares4.24K
TypeSH
Market value$9.90M
1.51%
Sole
4.24K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares49.19K
TypeSH
Market value$9.75M
1.48%
Sole
49.19K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares89.50K
TypeSH
Market value$7.55M
1.15%
Sole
89.50K
Shared
0.00
None
0.00
OFFERPAD SOLUTIONS INC
SOLEShares1.38M
TypeSH
Market value$5.75M
0.87%
Sole
1.38M
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares17.63K
TypeSH
Market value$4.96M
0.75%
Sole
17.63K
Shared
0.00
None
0.00
JOBY AVIATION INC
SOLEShares175.32K
TypeSH
Market value$2.83M
0.43%
Sole
175.32K
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 | $236.47M 35.96% | 5.83M | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI JPN ETF NEW | 869.50K | SH | $69.74M 10.61% | 869.50K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 205.30K | SH | $69.29M 10.54% | 205.30K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 149.69K | SH | $41.81M 6.36% | 149.69K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 82.44K | SH | $20.08M 3.05% | 82.44K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 39.92K | SH | $19.36M 2.94% | 39.92K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 73.82K | SH | $18.80M 2.86% | 73.82K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 35.65K | SH | $17.92M 2.73% | 35.65K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 92.43K | SH | $17.25M 2.62% | 92.43K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 49.55K | SH | $16.91M 2.57% | 49.55K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 32.46K | SH | $16.81M 2.56% | 32.46K | 0.00 | 0.00 |
CAPITAL ONE FINL CORPSOLE | COM | 78.74K | SH | $16.74M 2.55% | 78.74K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 73.91K | SH | $16.23M 2.47% | 73.91K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 21.55K | SH | $15.83M 2.41% | 21.55K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 340.23K | SH | $12.08M 1.84% | 340.23K | 0.00 | 0.00 |
INTUITSOLE | COM | 16.81K | SH | $11.48M 1.75% | 16.81K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 4.24K | SH | $9.90M 1.51% | 4.24K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 49.19K | SH | $9.75M 1.48% | 49.19K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 89.50K | SH | $7.55M 1.15% | 89.50K | 0.00 | 0.00 |
OFFERPAD SOLUTIONS INCSOLE | COM CL A | 1.38M | SH | $5.75M 0.87% | 1.38M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 17.63K | SH | $4.96M 0.75% | 17.63K | 0.00 | 0.00 |
JOBY AVIATION INCSOLE | COMMON STOCK | 175.32K | SH | $2.83M 0.43% | 175.32K | 0.00 | 0.00 |