AiSiWhale

AI & tech investing

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.

StockThis quarterValueWeight
VORNADO RLTY TRSH BEN INTUnchangedUS$229.3M28.97%
ISHARES INCMSCI JAPAN ETFUnchangedUS$106.29M13.43%
TSMTSMC ADRSPONSORED ADSAddedUS$51.61M6.52%
COINCOINBASE GLOBAL INCCOM CL ACutUS$43.14M5.45%
VVISA INCCOM CL AAddedUS$27.88M3.52%
BRK.BBERKSHIRE HATHAWAY INC DELCL B NEWAddedUS$27.87M3.52%
MAMASTERCARD INCORPORATEDCL AAddedUS$27.51M3.48%
AAPLAppleCOMAddedUS$27.39M3.46%
NVDANvidiaCOMAddedUS$25.56M3.23%
METAMetaCL AAddedUS$25.02M3.16%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

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Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.