Kemnay Advisory Services Inc.
CIK 1555283
13F filing for Q2 2026・No. 2,972
- Holdings
- US$791.48M
- Quarter change
- +US$169.17M
- Entries
- 1,169
- Net bought (estimate)
- +US$57.93M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 198
- Sold out 219
- Cut 364
- Added 595
- Corporate actions 4
- Unchanged 12
Largest holdings
1,169 stocks worth US$791.48M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| VORNADO RLTY TRSH BEN INT | Unchanged | 5,834,481 | US$229.3M | 28.97% |
| ISHARES INCMSCI JAPAN ETF | Unchanged | 1,139,610 | US$106.29M | 13.43% |
| TSMTSMC ADRSPONSORED ADS | Added | 108,077 | US$51.61M | 6.52% |
| COINCOINBASE GLOBAL INCCOM CL A | Cut | 295,121 | US$43.14M | 5.45% |
| VVISA INCCOM CL A | Added | 81,262 | US$27.88M | 3.52% |
| BRK.BBERKSHIRE HATHAWAY INC DELCL B NEW | Added | 55,690 | US$27.87M | 3.52% |
| MAMASTERCARD INCORPORATEDCL A | Added | 53,561 | US$27.51M | 3.48% |
| AAPLAppleCOM | Added | 94,671 | US$27.39M | 3.46% |
| NVDANvidiaCOM | Added | 127,745 | US$25.56M | 3.23% |
| METAMetaCL A | Added | 44,425 | US$25.02M | 3.16% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.