Kemnay Advisory Services Inc. Q3 2025 Filing
Filed November 13, 2025
Portfolio Value
$657.5B
Holdings
22
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VNOVORNADO RLTY TR | 5,834,481 | $236.5B | 35.96% | |
| 2 | EWJISHARES INC | 869,500 | $69.7B | 10.61% | |
| 3 | COINCOINBASE GLOBAL INC | 205,300 | $69.3B | 10.54% | |
| 4 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 149,692 | $41.8B | 6.36% | |
| 5 | GOOGALPHABET INC | 82,439 | $20.1B | 3.05% | |
| 6 | TMOTHERMO FISHER SCIENTIFIC INC | 39,920 | $19.4B | 2.94% | |
| 7 | AAPLAPPLE INC | 73,822 | $18.8B | 2.86% | |
| 8 | BRK/BBERKSHIRE HATHAWAY INC DEL | 35,646 | $17.9B | 2.73% | |
| 9 | NVDANVIDIA CORPORATION | 92,432 | $17.2B | 2.62% | |
| 10 | VVISA INC | 49,548 | $16.9B | 2.57% | |
| 11 | MSFTMICROSOFT CORP | 32,458 | $16.8B | 2.56% | |
| 12 | COFCAPITAL ONE FINL CORP | 78,740 | $16.7B | 2.55% | |
| 13 | AMZNAMAZON COM INC | 73,914 | $16.2B | 2.47% | |
| 14 | METAMETA PLATFORMS INC | 21,550 | $15.8B | 2.41% | |
| 15 | CSXCSX CORP | 340,228 | $12.1B | 1.84% | |
| 16 | INTUINTUIT | 16,808 | $11.5B | 1.75% | |
| 17 | MLB1MERCADOLIBRE INC | 4,238 | $9.9B | 1.51% | |
| 18 | DHRDANAHER CORPORATION | 49,190 | $9.8B | 1.48% | |
| 19 | TPDSOMNIGROUP INTERNATIONAL INC | 89,505 | $7.5B | 1.15% | |
| 20 | OPADOFFERPAD SOLUTIONS INC | 1,379,507 | $5.8B | 0.87% | |
| 21 | ORCLORACLE CORP | 17,633 | $5.0B | 0.75% | |
| 22 | JOBYJOBY AVIATION INC | 175,321 | $2.8B | 0.43% |