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Kemnay Advisory Services Inc.

All holdings · as of Dec 31, 2025

862 positions

CompanyClassValueShares% of portfolio
VORNADO REALTY TRUST$194.17M5,834,48129.3%
ISHARES INC$70.20M869,50010.6%
Coinbase Global, Inc.$66.76M295,21010.1%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$38.87M127,9115.9%
THERMO FISHER SCIENTIFIC INC.$23.26M40,1503.5%
Meta Platforms Inc$19.96M30,2423.0%
Alphabet Inc.$19.91M63,4533.0%
Visa Inc$19.34M55,1402.9%
Apple Inc.$19.33M71,1092.9%
NVIDIA Corp$19.15M102,6822.9%
Amazon.com Inc$18.42M79,7822.8%
SPDR S&P 500 ETF TR$18.21M26,6982.7%
Warren E. Buffett$18.11M36,0382.7%
MICROSOFT CORP$18.08M37,3822.7%
CSX CORP$12.59M347,2031.9%
INTUIT INC.$11.76M17,7491.8%
MercadoLibre, Inc.$11.33M5,6231.7%
DANAHER CORP /DE$10.43M45,5471.6%
Somnigroup International Inc$7.62M85,3961.1%
OFFERPAD SOLUTIONS INC$1.67M1,379,5070.3%
Alphabet Inc.$541.5K1,7300.1%
Figma, Inc.FIGCommon Stock$496.0K13,2740.1%
Broadcom Inc.$479.7K1,3860.1%
Tesla Inc$391.3K8700.1%
JPMORGAN CHASE & CO$341.9K1,0610.1%
ELI LILLY & Co$292.3K2720.0%
ISHARES TR$246.5K6600.0%
ISHARES TR$240.7K9780.0%
AMPHENOL CORP /DE$238.4K1,7640.0%
BRINKS CO$228.8K1,9600.0%
FormFactor Inc$227.6K4,0810.0%
Mueller Water Products Inc$223.9K9,3980.0%
Blackbaud Inc$215.5K3,4040.0%
JOHNSON & JOHNSON$215.2K1,0400.0%
LifeStance Health Group, Inc.LFSTCommon Stock$215.0K30,5440.0%
ePlus Inc$208.2K2,3740.0%
GENERAL DYNAMICS CORP$205.0K6090.0%
COSTCO WHOLESALE CORP /NEW$203.5K2360.0%
EXXON MOBIL CORP$201.7K1,6760.0%
NATURES SUNSHINE PRODUCTS INCNATRCommon Stock$200.7K9,2980.0%
HCA Healthcare, Inc.$196.5K4210.0%
Walmart Inc.$192.1K1,7240.0%
IRADIMED CORPORATION$185.7K1,9090.0%
Mastercard Inc$185.5K3250.0%
Motorola Solutions, Inc.$182.5K4760.0%
AAR CORP$180.7K2,1830.0%
BANK OF AMERICA CORP /DE$178.4K3,2430.0%
HEICO CORP$177.2K7020.0%
Expedia Group Inc$176.8K6240.0%
WELLS FARGO & COMPANY/MN$173.6K1,8630.0%
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