KEMNAY ADVISORY SERVICES INC.

PrivateCIK: 1555283
Location

NEW YORK, NY

1169
Positions
$791.48M
Total AUM (reported)
10.02M
Total Shares

Allocation by class

TOTAL AUM$791.48M1169 positions
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 348.9%4–1025.8%11–2519.0%Rest6.3%TOP 1074.7%0%100%
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

SOLE
SH BEN INT
Shares5.83M
TypeSH
Market value$229.30M
28.97%
Sole
5.83M
Shared
0.00
None
0.00

ISHARES INC

SOLE
MSCI JAPAN ETF
Shares1.14M
TypeSH
Market value$106.29M
13.43%
Sole
1.14M
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares108.08K
TypeSH
Market value$51.61M
6.52%
Sole
108.08K
Shared
0.00
None
0.00

COINBASE GLOBAL INC

SOLE
COM CL A
Shares295.12K
TypeSH
Market value$43.14M
5.45%
Sole
295.12K
Shared
0.00
None
0.00

VISA INC

SOLE
COM CL A
Shares81.26K
TypeSH
Market value$27.88M
3.52%
Sole
81.26K
Shared
0.00
None
0.00

BERKSHIRE HATHAWAY INC DEL

SOLE
CL B NEW
Shares55.69K
TypeSH
Market value$27.87M
3.52%
Sole
55.69K
Shared
0.00
None
0.00

MASTERCARD INCORPORATED

SOLE
CL A
Shares53.56K
TypeSH
Market value$27.51M
3.48%
Sole
53.56K
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares94.67K
TypeSH
Market value$27.39M
3.46%
Sole
94.67K
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares127.75K
TypeSH
Market value$25.56M
3.23%
Sole
127.75K
Shared
0.00
None
0.00

META PLATFORMS INC

SOLE
CL A
Shares44.42K
TypeSH
Market value$25.02M
3.16%
Sole
44.42K
Shared
0.00
None
0.00

AMAZON COM INC

SOLE
COM
Shares103.55K
TypeSH
Market value$24.68M
3.12%
Sole
103.55K
Shared
0.00
None
0.00

MICROSOFT CORP

SOLE
COM
Shares65.97K
TypeSH
Market value$24.61M
3.11%
Sole
65.97K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL C
Shares68.43K
TypeSH
Market value$24.18M
3.05%
Sole
68.43K
Shared
0.00
None
0.00

THERMO FISHER SCIENTIFIC INC

SOLE
COM
Shares37.95K
TypeSH
Market value$19.03M
2.40%
Sole
37.95K
Shared
0.00
None
0.00

MERCADOLIBRE INC

SOLE
COM
Shares8.46K
TypeSH
Market value$14.37M
1.81%
Sole
8.46K
Shared
0.00
None
0.00

FIDELITY NATL INFORMATION SV

SOLE
COM
Shares286.98K
TypeSH
Market value$11.16M
1.41%
Sole
286.98K
Shared
0.00
None
0.00

DANAHER CORP DEL

SOLE
COM
Shares54.38K
TypeSH
Market value$10.36M
1.31%
Sole
54.38K
Shared
0.00
None
0.00

GUIDEWIRE SOFTWARE INC

SOLE
COM
Shares66.67K
TypeSH
Market value$8.20M
1.04%
Sole
66.67K
Shared
0.00
None
0.00

SOMNIGROUP INTERNATIONAL INC

SOLE
COM
Shares86.42K
TypeSH
Market value$6.78M
0.86%
Sole
86.42K
Shared
0.00
None
0.00

AMER SPORTS INC

SOLE
COM SHS
Shares106.45K
TypeSH
Market value$3.60M
0.46%
Sole
106.45K
Shared
0.00
None
0.00

OFFERPAD SOLUTIONS INC

SOLE
COM CL A
Shares195.71K
TypeSH
Market value$966.8K
0.12%
Sole
195.71K
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares1.95K
TypeSH
Market value$698.3K
0.09%
Sole
1.95K
Shared
0.00
None
0.00

BROADCOM INC

SOLE
COM
Shares1.58K
TypeSH
Market value$596.1K
0.08%
Sole
1.58K
Shared
0.00
None
0.00

TESLA INC

SOLE
COM
Shares1.13K
TypeSH
Market value$474.9K
0.06%
Sole
1.13K
Shared
0.00
None
0.00

MICRON TECHNOLOGY INC

SOLE
COM
Shares381.00
TypeSH
Market value$439.8K
0.06%
Sole
381.00
Shared
0.00
None
0.00
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