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Kemnay Advisory Services Inc.

All holdings · as of Dec 31, 2025

862 positions

CompanyClassValueShares% of portfolio
AGILYSYS INC—$171.1K1,4400.0%
Mativ Holdings Inc—$170.3K14,0190.0%
Netflix Inc—$169.8K1,8110.0%
SoFi Technologies, Inc.—$168.9K6,4500.0%
Reddit, Inc.—$166.9K7260.0%
Western Digital Corp—$163.5K9490.0%
TWILIO INC—$163.0K1,1460.0%
LIQUIDITY SERVICES INC—$162.9K5,3760.0%
Dave Inc./DE—$162.5K7340.0%
FAIR ISAAC CORP—$162.3K960.0%
AbbVie Inc.—$160.9K7040.0%
MOVADO GROUP INC—$158.8K7,6990.0%
WORKIVA INC—$156.8K1,8180.0%
Palantir Technologies Inc—$155.7K8760.0%
INDIVIOR PLC—$154.6K4,3080.0%
FRANKLIN ELECTRIC CO INC—$153.8K1,6100.0%
MongoDB, Inc.—$152.3K3630.0%
GENERAL ELECTRIC CO—$152.2K4940.0%
COHERENT CORP—$151.2K8190.0%
Frontdoor, Inc.—$149.9K2,5980.0%
Victoria's Secret & Co.—$148.9K2,7490.0%
COMMERCIAL METALS Co—$148.8K2,1490.0%
Guardant Health, Inc.—$145.4K1,4240.0%
TechnipFMC plc—$145.3K3,2600.0%
EnerSys—$143.7K9790.0%
Brookdale Senior Living Inc.—$143.3K13,2800.0%
Privia Health Group, Inc.—$142.4K6,0060.0%
PTC Therapeutics Inc—$141.1K1,8570.0%
Moelis & Co—$140.3K2,0410.0%
Gen Digital Inc.—$139.8K5,1400.0%
Garrett Motion Inc.GTXCommon Stock$139.7K8,0150.0%
Penumbra Inc—$139.6K4490.0%
PennyMac Financial Services, Inc.—$138.8K1,0530.0%
ADVANCED MICRO DEVICES INC—$138.3K6460.0%
Willdan Group, Inc.—$137.2K1,3240.0%
Cboe Global Markets Inc—$137.0K5460.0%
TEREX CORP—$136.9K2,5640.0%
HOME DEPOT, INC.—$136.6K3970.0%
Insulet Corp—$136.2K4790.0%
IMAX CORP—$134.5K3,6400.0%
Zoom Communications, Inc.—$134.1K1,5540.0%
VIAVI SOLUTIONS INC.—$133.7K7,5030.0%
PROCTER & GAMBLE Co—$133.4K9310.0%
ORACLE CORP—$132.7K6810.0%
BALCHEM CORP—$132.7K8650.0%
Asana, Inc.—$132.1K9,6320.0%
Devon Energy Corp—$131.9K3,6010.0%
ATI Inc—$128.5K1,1200.0%
THE GOLDMAN SACHS GROUP, INC.—$128.3K1460.0%
DIEBOLD NIXDORF, Inc—$128.2K1,8890.0%
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