Filed: 5/15/2026ACC: 0001193125-26-225479
๐ What this filing means
KEMNAY ADVISORY SERVICES INC. filed this quarterly 13FโHR report disclosing 1190 equity positions with a total reported market value of $622.32M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1190
Positions
$622.32M
Total AUM (reported)
11.14M
Total Shares
Allocation by class
COM$169.64M27.3%
SH BEN INT$151.65M24.4%
MSCI JAPAN ETF$96.23M15.5%
COM CL A$71.02M11.4%
SPONSORED ADS$35.85M5.8%
MSCI INDIA ETF$19.47M3.1%
CL A$18.85M3.0%
Portfolio Concentration
Top 3$299.41M48.1%
4โ10$146.68M23.6%
11โ25$134.64M21.6%
Rest$41.59M6.7%
Top 3 weight
48.1%
Top 10 weight
71.7%
Voting Authority Distribution
Total shares with voting rights: 11.14M
Sole
Full voting authority
11.14M
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)
Sole1190
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings1190
Rows:
VORNADO RLTY TR
SOLEShares5.83M
TypeSH
Market value$151.64M
24.37%
Sole
5.83M
Shared
0.00
None
0.00
ISHARES INC
SOLEShares1.14M
TypeSH
Market value$96.23M
15.46%
Sole
1.14M
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares295.19K
TypeSH
Market value$51.54M
8.28%
Sole
295.19K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares106.08K
TypeSH
Market value$35.85M
5.76%
Sole
106.08K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares415.66K
TypeSH
Market value$19.47M
3.13%
Sole
415.66K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares90.77K
TypeSH
Market value$18.90M
3.04%
Sole
90.77K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares37.60K
TypeSH
Market value$18.48M
2.97%
Sole
37.60K
Shared
0.00
None
0.00
APPLE INC
SOLEShares72.54K
TypeSH
Market value$18.41M
2.96%
Sole
72.54K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares102.65K
TypeSH
Market value$17.90M
2.88%
Sole
102.65K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares36.87K
TypeSH
Market value$17.67M
2.84%
Sole
36.87K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares47.34K
TypeSH
Market value$17.53M
2.82%
Sole
47.34K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares60.76K
TypeSH
Market value$17.43M
2.80%
Sole
60.76K
Shared
0.00
None
0.00
VISA INC
SOLEShares56.96K
TypeSH
Market value$17.22M
2.77%
Sole
56.96K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares26.29K
TypeSH
Market value$17.09M
2.75%
Sole
26.29K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares28.90K
TypeSH
Market value$16.53M
2.66%
Sole
28.90K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares6.53K
TypeSH
Market value$11.29M
1.81%
Sole
6.53K
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares235.46K
TypeSH
Market value$11.05M
1.77%
Sole
235.46K
Shared
0.00
None
0.00
INTUIT
SOLEShares20.96K
TypeSH
Market value$9.06M
1.46%
Sole
20.96K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares45.55K
TypeSH
Market value$8.64M
1.39%
Sole
45.55K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares85.40K
TypeSH
Market value$6.31M
1.01%
Sole
85.40K
Shared
0.00
None
0.00
OFFERPAD SOLUTIONS INC
SOLEShares1.38M
TypeSH
Market value$903.9K
0.15%
Sole
1.38M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.75K
TypeSH
Market value$502.7K
0.08%
Sole
1.75K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares1.40K
TypeSH
Market value$434.6K
0.07%
Sole
1.40K
Shared
0.00
None
0.00
TESLA INC
SOLEShares1.01K
TypeSH
Market value$374.7K
0.06%
Sole
1.01K
Shared
0.00
None
0.00
FIGMA INC
SOLEShares13.27K
TypeSH
Market value$280.6K
0.05%
Sole
13.27K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VORNADO RLTY TRSOLE | SH BEN INT | 5.83M | SH | $151.64M 24.37% | 5.83M | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI JAPAN ETF | 1.14M | SH | $96.23M 15.46% | 1.14M | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 295.19K | SH | $51.54M 8.28% | 295.19K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 106.08K | SH | $35.85M 5.76% | 106.08K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI INDIA ETF | 415.66K | SH | $19.47M 3.13% | 415.66K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 90.77K | SH | $18.90M 3.04% | 90.77K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 37.60K | SH | $18.48M 2.97% | 37.60K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 72.54K | SH | $18.41M 2.96% | 72.54K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 102.65K | SH | $17.90M 2.88% | 102.65K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 36.87K | SH | $17.67M 2.84% | 36.87K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 47.34K | SH | $17.53M 2.82% | 47.34K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 60.76K | SH | $17.43M 2.80% | 60.76K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 56.96K | SH | $17.22M 2.77% | 56.96K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 26.29K | SH | $17.09M 2.75% | 26.29K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 28.90K | SH | $16.53M 2.66% | 28.90K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 6.53K | SH | $11.29M 1.81% | 6.53K | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 235.46K | SH | $11.05M 1.77% | 235.46K | 0.00 | 0.00 |
INTUITSOLE | COM | 20.96K | SH | $9.06M 1.46% | 20.96K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 45.55K | SH | $8.64M 1.39% | 45.55K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 85.40K | SH | $6.31M 1.01% | 85.40K | 0.00 | 0.00 |
OFFERPAD SOLUTIONS INCSOLE | COM CL A | 1.38M | SH | $903.9K 0.15% | 1.38M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.75K | SH | $502.7K 0.08% | 1.75K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.40K | SH | $434.6K 0.07% | 1.40K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 1.01K | SH | $374.7K 0.06% | 1.01K | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 13.27K | SH | $280.6K 0.05% | 13.27K | 0.00 | 0.00 |
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