Kemnay Advisory Services Inc. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$628.8B
Holdings
23
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VNOVORNADO RLTY TR | 5,834,481 | $223.1B | 35.48% | |
| 2 | COINCOINBASE GLOBAL INC | 232,346 | $81.4B | 12.95% | |
| 3 | EWJISHARES INC | 869,500 | $65.2B | 10.37% | |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 163,359 | $37.0B | 5.88% | |
| 5 | NVDANVIDIA CORPORATION | 112,213 | $17.7B | 2.82% | |
| 6 | METAMETA PLATFORMS INC | 23,884 | $17.6B | 2.80% | |
| 7 | MSFTMICROSOFT CORP | 33,648 | $16.7B | 2.66% | |
| 8 | TMOTHERMO FISHER SCIENTIFIC INC | 39,920 | $16.2B | 2.57% | |
| 9 | AMZNAMAZON COM INC | 73,673 | $16.2B | 2.57% | |
| 10 | GOOGALPHABET INC | 90,179 | $16.0B | 2.54% | |
| 11 | AAPLAPPLE INC | 71,813 | $14.7B | 2.34% | |
| 12 | VVISA INC | 41,489 | $14.7B | 2.34% | |
| 13 | MAMASTERCARD INCORPORATED | 25,990 | $14.6B | 2.32% | |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 29,521 | $14.3B | 2.28% | |
| 15 | CSXCSX CORP | 340,228 | $11.1B | 1.77% | |
| 16 | ORCLORACLE CORP | 48,767 | $10.7B | 1.70% | |
| 17 | NUNU HLDGS LTD | 664,444 | $9.1B | 1.45% | |
| 18 | DHRDANAHER CORPORATION | 39,767 | $7.9B | 1.25% | |
| 19 | SOFISOFI TECHNOLOGIES INC | 396,149 | $7.2B | 1.15% | |
| 20 | MLB1MERCADOLIBRE INC | 2,650 | $6.9B | 1.10% | |
| 21 | TPDSOMNIGROUP INTERNATIONAL INC | 92,435 | $6.3B | 1.00% | |
| 22 | QCOMQUALCOMM INC | 17,454 | $2.8B | 0.44% | |
| 23 | OPADOFFERPAD SOLUTIONS INC | 1,379,507 | $1.3B | 0.20% |