Filed: 2/17/2026ACC: 0001193125-26-053269
📋 What this filing means
KEMNAY ADVISORY SERVICES INC. filed this quarterly 13F‑HR report disclosing 862 equity positions with a total reported market value of $663.11M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
862
Positions
$663.11M
Total AUM (reported)
10.68M
Total Shares
Allocation by class
SH BEN INT$194.17M29.3%
COM$183.82M27.7%
COM CL A$89.10M13.4%
MSCI JAPAN ETF$70.20M10.6%
SPONSORED ADS$38.87M5.9%
CL A$23.07M3.5%
CAP STK CL C$19.91M3.0%
Portfolio Concentration
Top 3$331.13M49.9%
4–10$159.83M24.1%
11–25$130.45M19.7%
Rest$41.70M6.3%
Top 3 weight
49.9%
Top 10 weight
74.0%
Voting Authority Distribution
Total shares with voting rights: 10.68M
Sole
Full voting authority
10.68M
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)
Sole862
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings862
Rows:
VORNADO RLTY TR
SOLEShares5.83M
TypeSH
Market value$194.17M
29.28%
Sole
5.83M
Shared
0.00
None
0.00
ISHARES INC
SOLEShares869.50K
TypeSH
Market value$70.20M
10.59%
Sole
869.50K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares295.21K
TypeSH
Market value$66.76M
10.07%
Sole
295.21K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares127.91K
TypeSH
Market value$38.87M
5.86%
Sole
127.91K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares40.15K
TypeSH
Market value$23.26M
3.51%
Sole
40.15K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares30.24K
TypeSH
Market value$19.96M
3.01%
Sole
30.24K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares63.45K
TypeSH
Market value$19.91M
3.00%
Sole
63.45K
Shared
0.00
None
0.00
VISA INC
SOLEShares55.14K
TypeSH
Market value$19.34M
2.92%
Sole
55.14K
Shared
0.00
None
0.00
APPLE INC
SOLEShares71.11K
TypeSH
Market value$19.33M
2.92%
Sole
71.11K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares102.68K
TypeSH
Market value$19.15M
2.89%
Sole
102.68K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares79.78K
TypeSH
Market value$18.42M
2.78%
Sole
79.78K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares26.70K
TypeSH
Market value$18.21M
2.75%
Sole
26.70K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares36.04K
TypeSH
Market value$18.11M
2.73%
Sole
36.04K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares37.38K
TypeSH
Market value$18.08M
2.73%
Sole
37.38K
Shared
0.00
None
0.00
CSX CORP
SOLEShares347.20K
TypeSH
Market value$12.59M
1.90%
Sole
347.20K
Shared
0.00
None
0.00
INTUIT
SOLEShares17.75K
TypeSH
Market value$11.76M
1.77%
Sole
17.75K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares5.62K
TypeSH
Market value$11.33M
1.71%
Sole
5.62K
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares45.55K
TypeSH
Market value$10.43M
1.57%
Sole
45.55K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares85.40K
TypeSH
Market value$7.62M
1.15%
Sole
85.40K
Shared
0.00
None
0.00
OFFERPAD SOLUTIONS INC
SOLEShares1.38M
TypeSH
Market value$1.67M
0.25%
Sole
1.38M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.73K
TypeSH
Market value$541.5K
0.08%
Sole
1.73K
Shared
0.00
None
0.00
FIGMA INC
SOLEShares13.27K
TypeSH
Market value$496.0K
0.07%
Sole
13.27K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares1.39K
TypeSH
Market value$479.7K
0.07%
Sole
1.39K
Shared
0.00
None
0.00
TESLA INC
SOLEShares870.00
TypeSH
Market value$391.3K
0.06%
Sole
870.00
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares1.06K
TypeSH
Market value$341.9K
0.05%
Sole
1.06K
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 | $194.17M 29.28% | 5.83M | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI JAPAN ETF | 869.50K | SH | $70.20M 10.59% | 869.50K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 295.21K | SH | $66.76M 10.07% | 295.21K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 127.91K | SH | $38.87M 5.86% | 127.91K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 40.15K | SH | $23.26M 3.51% | 40.15K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 30.24K | SH | $19.96M 3.01% | 30.24K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 63.45K | SH | $19.91M 3.00% | 63.45K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 55.14K | SH | $19.34M 2.92% | 55.14K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 71.11K | SH | $19.33M 2.92% | 71.11K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 102.68K | SH | $19.15M 2.89% | 102.68K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 79.78K | SH | $18.42M 2.78% | 79.78K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 26.70K | SH | $18.21M 2.75% | 26.70K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 36.04K | SH | $18.11M 2.73% | 36.04K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 37.38K | SH | $18.08M 2.73% | 37.38K | 0.00 | 0.00 |
CSX CORPSOLE | COM | 347.20K | SH | $12.59M 1.90% | 347.20K | 0.00 | 0.00 |
INTUITSOLE | COM | 17.75K | SH | $11.76M 1.77% | 17.75K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 5.62K | SH | $11.33M 1.71% | 5.62K | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 45.55K | SH | $10.43M 1.57% | 45.55K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 85.40K | SH | $7.62M 1.15% | 85.40K | 0.00 | 0.00 |
OFFERPAD SOLUTIONS INCSOLE | COM CL A | 1.38M | SH | $1.67M 0.25% | 1.38M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.73K | SH | $541.5K 0.08% | 1.73K | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 13.27K | SH | $496.0K 0.07% | 13.27K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.39K | SH | $479.7K 0.07% | 1.39K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 870.00 | SH | $391.3K 0.06% | 870.00 | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 1.06K | SH | $341.9K 0.05% | 1.06K | 0.00 | 0.00 |
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