Kemnay Advisory Services Inc. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$556.8M
Holdings
24
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VNOVORNADO RLTY TR | 5,834,481 | $245.3M | 44.05% | |
| 2 | EWJISHARES MSCI JAPAN ETF (PCQ) | 869,500 | $58.3M | 10.48% | |
| 3 | COINCOINBASE GLOBAL INC | 232,346 | $57.7M | 10.36% | |
| 4 | TMOTHERMO FISHER SCIENTIFIC INC | 25,455 | $13.2M | 2.38% | |
| 5 | AAPLAPPLE INC | 50,118 | $12.6M | 2.25% | |
| 6 | GOOGALPHABET INC | 64,925 | $12.4M | 2.22% | |
| 7 | AMZNAMAZON COM INC | 55,492 | $12.2M | 2.19% | |
| 8 | METAMETA PLATFORMS INC | 20,222 | $11.8M | 2.13% | |
| 9 | CRMSALESFORCE INC | 34,498 | $11.5M | 2.07% | |
| 10 | VVISA INC | 36,400 | $11.5M | 2.07% | |
| 11 | MSFTMICROSOFT CORP | 27,149 | $11.4M | 2.06% | |
| 12 | MAMASTERCARD INCORPORATED | 21,575 | $11.4M | 2.04% | |
| 13 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 57,382 | $11.3M | 2.04% | |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 23,997 | $10.9M | 1.95% | |
| 15 | NVDANVIDIA CORPORATION | 79,592 | $10.7M | 1.92% | |
| 16 | QCOMQUALCOMM INC | 59,794 | $9.2M | 1.65% | |
| 17 | TPDTEMPUR SEALY INTL INC | 159,029 | $9.0M | 1.62% | |
| 18 | CSXCSX CORP | 276,649 | $8.9M | 1.60% | |
| 19 | NUNU HLDGS LTD | 664,444 | $6.9M | 1.24% | |
| 20 | DHRDANAHER CORPORATION | 28,365 | $6.5M | 1.17% | |
| 21 | ORCLORACLE CORP | 33,933 | $5.7M | 1.02% | |
| 22 | OPADOFFERPAD SOLUTIONS INC | 1,379,507 | $3.9M | 0.71% | |
| 23 | MLB1MERCADOLIBRE INC | 2,241 | $3.8M | 0.68% | |
| 24 | —VACASA INC | 126,492 | $619K | 0.11% |