Filed: 8/14/2026ACC: 0001193125-26-350683
📋 What this filing means
KEMNAY ADVISORY SERVICES INC. filed this quarterly 13F‑HR report disclosing 1169 equity positions with a total reported market value of $791.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1169
Positions
$791.48M
Total AUM (reported)
10.02M
Total Shares
Allocation by class
SH BEN INT$229.31M29.0%
COM$211.20M26.7%
MSCI JAPAN ETF$106.29M13.4%
COM CL A$73.31M9.3%
CL A$55.18M7.0%
SPONSORED ADS$51.61M6.5%
CL B NEW$27.96M3.5%
Portfolio Concentration
Top 3$387.20M48.9%
4–10$204.38M25.8%
11–25$150.13M19.0%
Rest$49.77M6.3%
Top 3 weight
48.9%
Top 10 weight
74.7%
Voting Authority Distribution
Total shares with voting rights: 10.02M
Sole
Full voting authority
10.02M
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)
Sole1169
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1169
Rows:
VORNADO RLTY TR
SOLEShares5.83M
TypeSH
Market value$229.30M
28.97%
Sole
5.83M
Shared
0.00
None
0.00
ISHARES INC
SOLEShares1.14M
TypeSH
Market value$106.29M
13.43%
Sole
1.14M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares108.08K
TypeSH
Market value$51.61M
6.52%
Sole
108.08K
Shared
0.00
None
0.00
COINBASE GLOBAL INC
SOLEShares295.12K
TypeSH
Market value$43.14M
5.45%
Sole
295.12K
Shared
0.00
None
0.00
VISA INC
SOLEShares81.26K
TypeSH
Market value$27.88M
3.52%
Sole
81.26K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares55.69K
TypeSH
Market value$27.87M
3.52%
Sole
55.69K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares53.56K
TypeSH
Market value$27.51M
3.48%
Sole
53.56K
Shared
0.00
None
0.00
APPLE INC
SOLEShares94.67K
TypeSH
Market value$27.39M
3.46%
Sole
94.67K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares127.75K
TypeSH
Market value$25.56M
3.23%
Sole
127.75K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares44.42K
TypeSH
Market value$25.02M
3.16%
Sole
44.42K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares103.55K
TypeSH
Market value$24.68M
3.12%
Sole
103.55K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares65.97K
TypeSH
Market value$24.61M
3.11%
Sole
65.97K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares68.43K
TypeSH
Market value$24.18M
3.05%
Sole
68.43K
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares37.95K
TypeSH
Market value$19.03M
2.40%
Sole
37.95K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares8.46K
TypeSH
Market value$14.37M
1.81%
Sole
8.46K
Shared
0.00
None
0.00
FIDELITY NATL INFORMATION SV
SOLEShares286.98K
TypeSH
Market value$11.16M
1.41%
Sole
286.98K
Shared
0.00
None
0.00
DANAHER CORP DEL
SOLEShares54.38K
TypeSH
Market value$10.36M
1.31%
Sole
54.38K
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares66.67K
TypeSH
Market value$8.20M
1.04%
Sole
66.67K
Shared
0.00
None
0.00
SOMNIGROUP INTERNATIONAL INC
SOLEShares86.42K
TypeSH
Market value$6.78M
0.86%
Sole
86.42K
Shared
0.00
None
0.00
AMER SPORTS INC
SOLEShares106.45K
TypeSH
Market value$3.60M
0.46%
Sole
106.45K
Shared
0.00
None
0.00
OFFERPAD SOLUTIONS INC
SOLEShares195.71K
TypeSH
Market value$966.8K
0.12%
Sole
195.71K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.95K
TypeSH
Market value$698.3K
0.09%
Sole
1.95K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares1.58K
TypeSH
Market value$596.1K
0.08%
Sole
1.58K
Shared
0.00
None
0.00
TESLA INC
SOLEShares1.13K
TypeSH
Market value$474.9K
0.06%
Sole
1.13K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares381.00
TypeSH
Market value$439.8K
0.06%
Sole
381.00
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 | $229.30M 28.97% | 5.83M | 0.00 | 0.00 |
ISHARES INCSOLE | MSCI JAPAN ETF | 1.14M | SH | $106.29M 13.43% | 1.14M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 108.08K | SH | $51.61M 6.52% | 108.08K | 0.00 | 0.00 |
COINBASE GLOBAL INCSOLE | COM CL A | 295.12K | SH | $43.14M 5.45% | 295.12K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 81.26K | SH | $27.88M 3.52% | 81.26K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 55.69K | SH | $27.87M 3.52% | 55.69K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 53.56K | SH | $27.51M 3.48% | 53.56K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 94.67K | SH | $27.39M 3.46% | 94.67K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 127.75K | SH | $25.56M 3.23% | 127.75K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 44.42K | SH | $25.02M 3.16% | 44.42K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 103.55K | SH | $24.68M 3.12% | 103.55K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 65.97K | SH | $24.61M 3.11% | 65.97K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 68.43K | SH | $24.18M 3.05% | 68.43K | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 37.95K | SH | $19.03M 2.40% | 37.95K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 8.46K | SH | $14.37M 1.81% | 8.46K | 0.00 | 0.00 |
FIDELITY NATL INFORMATION SVSOLE | COM | 286.98K | SH | $11.16M 1.41% | 286.98K | 0.00 | 0.00 |
DANAHER CORP DELSOLE | COM | 54.38K | SH | $10.36M 1.31% | 54.38K | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 66.67K | SH | $8.20M 1.04% | 66.67K | 0.00 | 0.00 |
SOMNIGROUP INTERNATIONAL INCSOLE | COM | 86.42K | SH | $6.78M 0.86% | 86.42K | 0.00 | 0.00 |
AMER SPORTS INCSOLE | COM SHS | 106.45K | SH | $3.60M 0.46% | 106.45K | 0.00 | 0.00 |
OFFERPAD SOLUTIONS INCSOLE | COM CL A | 195.71K | SH | $966.8K 0.12% | 195.71K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.95K | SH | $698.3K 0.09% | 1.95K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.58K | SH | $596.1K 0.08% | 1.58K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 1.13K | SH | $474.9K 0.06% | 1.13K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 381.00 | SH | $439.8K 0.06% | 381.00 | 0.00 | 0.00 |
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